Business Transformation for Coaches & Consultants
All-in-one CRM with scheduling, email marketing, funnel building, automation, and coaching, designed for coaches and consultants who want to attract premium clients, scale their practice, and stop cobbling together 8 different tools.
TL;DR
Coaches and consultants typically use 5-8 separate tools for scheduling, email, CRM, funnels, and payments, costing $300-$800/month and creating a fragmented client experience. PBSEngine replaces them all with one integrated platform from $97/month. Add our marketing services and business coaching to build the practice you envisioned when you went independent.
The Coaching & Consulting Tech Problem
You became a coach or consultant because you're an expert at transforming people and businesses. But running a coaching practice means you're also the CEO, the marketing department, the sales team, the operations manager, and the tech support. And the tech stack reflects it:
- Calendly for scheduling ($15-$20/mo)
- Mailchimp or ConvertKit for email ($30-$80/mo)
- ClickFunnels or Kajabi for funnels/courses ($97-$199/mo)
- A separate CRM — maybe HubSpot, maybe a spreadsheet
- Stripe for payments, Zoom for sessions, social media schedulers...
That's 5-8 tools, 5-8 logins, $300-$800/month, and zero integration between them. A lead fills out a form, and you manually add them to your email list, create a contact in your CRM, and book them in your calendar. That's not scalable.
PBSEngine consolidates everything into one platform. Lead captures a form → automatically added to CRM → receives email sequence → books discovery call through built-in scheduler → gets SMS reminder → joins pipeline → receives proposal → signs contract → enters onboarding sequence. One system. Zero manual steps.
Solutions for Coaches & Consultants
Built-In Scheduling
Replace Calendly with built-in scheduling: discovery calls, coaching sessions, strategy calls. Availability management, buffer times, multiple appointment types, and automated reminders. Connected directly to your CRM.
Email Marketing & Nurture
Email list management, automated drip sequences, newsletter campaigns, segment-based targeting, and behavior-triggered emails. Replace Mailchimp or ConvertKit with a system that actually connects to your CRM.
Funnels & Landing Pages
Build lead generation funnels, webinar registration pages, course sales pages, and opt-in landing pages. Drag-and-drop builder with pre-built templates. Replace ClickFunnels from $97/month.
Client Pipeline Management
Visual pipeline tracking from prospect to paying client. Stages for discovery call, proposal, onboarding, active client, and alumni. Never lose track of where a prospect stands.
AI Automation
Automated lead nurture, discovery call follow-up, proposal reminders, onboarding sequences, session reminders, post-session check-ins, and testimonial requests. Your business runs while you coach.
LinkedIn & Content Marketing
Personal brand development, thought leadership content, LinkedIn outreach, email list building, and webinar promotion. Position yourself as the go-to authority in your niche.
Growth Challenges We Solve
Feast or famine client acquisition
Without a system, client acquisition is unpredictable: you're either fully booked or scrambling. Our automated lead generation and nurture system creates a consistent pipeline of qualified prospects booking discovery calls.
Tool sprawl eating into margins
5-8 separate tools at $300-$800/month significantly impacts profitability for solo coaches and small firms. PBSEngine replaces them all from $97/month — that's $200-$700/month back in your pocket.
No time for marketing when you're coaching
You can't market when you're in sessions. Automation handles lead follow-up, email campaigns, social scheduling, and review requests while you focus on clients. Marketing happens whether you're working or not.
Scaling beyond 1:1 coaching
Ready for group programs, courses, or membership communities? PBSEngine includes membership site functionality, course hosting, and the marketing automation to fill programs — all in one platform.
Want Coaching for Your Coaching Business?
Our business coaching service helps coaches and consultants build scalable practices — pricing strategy, packaging, marketing, operations, and growth planning.
Learn About Business CoachingServices for Coaches & Consultants
Frequently Asked Questions
Ready to Scale Your Coaching or Consulting Practice?
Schedule a free strategy call and discover how our all-in-one platform and business growth services can transform your practice.