AI automation for coaches & consultants

You sell clarity and strategy. AI automation for coaches and consultants UK builds the back office you need.

ClaraFlow automates discovery call booking, proposal follow-up, lead nurture, and client onboarding — so your systems finally match the quality of your work. Plans from £197/mo.

8hrs
admin saved per week — redirected to client delivery
proposal conversion rate when followed up automatically
instant
discovery call booking — no email back-and-forth

The expertise is there. The system isn't.

"You spent the morning delivering a brilliant strategy session. You spent the afternoon booking next week's discovery calls by email, chasing a proposal you sent a fortnight ago, and composing the same onboarding email you've written twenty times. Again."

Your clients pay for your thinking. Your admin charges you for it.

01

Discovery calls are booked by email.

Three messages. Two days. One calendar invite. Every single time. You spend more effort booking the conversation than having it.

02

Proposals go out and go quiet.

You follow up once, feel awkward, and assume they're not interested. Most of them were still deciding. You just never asked again.

03

Leads go cold between first contact and first conversation.

The gap is where the revenue leaks. No nurture. No follow-up. No reason to come back to you rather than the next person in their inbox.

04

Every new client gets onboarded differently.

Whatever you can pull together in the 48 hours after signing. Some get a lot. Some get almost nothing. The inconsistency shows.

05

Testimonials are valuable and you never ask at the right moment.

You mean to ask when the work is going well. You forget. The moment passes. The next client never sees that social proof.

06

Social content is something you "get to later."

Later never comes. Your LinkedIn is a graveyard of good intentions and half-finished drafts. Meanwhile, people with a fraction of your expertise post daily and win clients you should have.

07

Your frameworks, tools, and IP are locked in your head.

They're not working for you when you're not working. No lead magnets. No content sequences. No warm pipeline.

08

You're not full. You're inefficient.

You have spare capacity but no systematic way to fill it. You're turning away income not because there's no demand — but because your back office can't handle the flow.

Automated onboarding, lead follow-up automation and AI tools for independent consultants UK.

Every automation here is designed around a knowledge business. Not a product or a trade. The specific leverage points that turn scattered effort into a scalable, reliable back office.

Automated discovery call booking One link. Every platform. Your calendar, your availability, your rules. Clients book in seconds. You wake up to confirmed calls rather than pending email threads. The back-and-forth disappears entirely.
Proposal follow-up sequences Send a proposal and the system takes over. A polite, professional nudge at 3 days, 7 days, and 14 days. Personalised tone. Your brand. No awkwardness — you're not chasing, the system is. Proposal close rates improve immediately.
Lead nurture sequences From first touch to first call, the gap is where leads go cold. An automated nurture sequence keeps you visible, useful, and front of mind — sharing insights, case examples, and value — without you writing a word.
New client onboarding workflow The moment a client signs, the system activates: welcome email, what to expect, pre-work brief, access credentials, first session prep. Every client gets the same first-class experience. Every time.
Testimonial request automation Sent at the right moment — mid-programme when results are fresh, or at completion when outcomes are clear. With a direct link and a low-friction format. More clients respond. Better testimonials. More social proof.
Session prep automation Agenda, pre-work brief, and any relevant materials sent to every client 48 hours before every call. Clients arrive prepared. Sessions start faster and go deeper. You stop sending prep by hand.
Re-engagement sequences Past clients who haven't been in touch for 3, 6, or 12 months get an automated, personalised check-in. A question. A resource. A reason to restart. Not a sales email — a relationship touchpoint. Some of them come back.
Content repurposing prompts After every session or piece of work, the system sends you a prompt: one insight, one question you addressed, one framework moment. Raw material for LinkedIn, a newsletter paragraph, a resource to share. Your IP becomes content. Automatically.

Real scenario

What this looks like for an executive coach.

Rachel is an executive and leadership coach based in London, working with senior managers and founders. Full roster, strong reputation — but losing 8–10 hours every week to admin she couldn't systematise. Discovery calls taking 3 rounds of emails to book. Onboarding varying wildly client to client.

She also had two proposals from the previous quarter that she never followed up. She assumed they'd said no. They hadn't — they'd just been busy. Both eventually went to another coach.

With ClaraFlow, discovery booking automated to a single link. Two-week proposal follow-up sequence running. New client onboarding packaged into a clean automated flow. Both lost proposals recovered in the first month.

Those two recovered proposals represented £14,000 in coaching contracts. Rachel's admin time fell from 10 hours a week to under 2. Her words: "I used to feel guilty about all the things I wasn't doing. Now they're just done."

Simple pricing. No surprises.

All plans include a dedicated setup process. You're not buying software — you're buying a working system.

Done-With-You

Foundation

£197/mo

+ £300 one-off setup

For solo coaches and consultants who want a working automation system and are willing to learn it with us.

  • Dedicated automation account, pre-loaded with our template library
  • 90-minute 1-on-1 build session — your core automations switched on together
  • Monthly group office hours + private community
  • Email support — 48-hour response
  • You build using our proven templates, we guide the way
Get started

Done-For-You  ·  Full Stack

AI Premium

£1,200/mo

+ £1,500–£2,500 one-off setup

For established consultancies with complex workflows, multiple team members, or high enquiry volumes ready for full-stack AI automation.

  • Unlimited custom automation builds
  • Dedicated account lead — one point of contact
  • Same business day response (within 8 working hours)
  • Custom integrations and multi-system workflows
  • AI agent builds — voice, document, chatbot
  • Monthly strategy calls with optimisation roadmap
Book a discovery call

Not sure which plan fits your practice?

Each tier is built for a different situation. Pick the one that sounds most like where you are right now.

Foundation is for you if…

  • You're a solo coach or consultant
  • You enjoy systems and want to build hands-on
  • You have a few hours to invest in setup
  • £197/mo is the right budget right now

Growth is for you if…

  • You want to fully delegate your back office
  • Your time is worth more than the cost of having it done
  • You're building a scalable practice, not a job
  • You're paying for outcomes, not access

AI Premium is for you if…

  • You lead a team of coaches or consultants
  • You want AI to handle intake calls and qualification
  • You need custom integrations with your CRM or tools
  • You want an AI-powered content and marketing engine

Genuinely unsure? Book a free 30-minute call — we'll tell you honestly which tier fits your situation.

Not sure if automation is right for your practice? Let's think it through.

Book a free 30-minute call. We'll look at where your time goes, where your leads leak, and whether ClaraFlow can close those gaps. No tech knowledge needed.

Based in Leicester. Working with coaches and consultants across the UK. Call us on 0333 006 2991.