For Coaches & Consultants

Turn More Coaching Leads Into Clients.

Capture leads, follow up on WhatsApp, and book consultations — all from one place.

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  • Meta Ad
  • WhatsApp
  • AI Qualifies
  • CRM
  • Booking
  • Client
The Problem

Scattered tools. Forgotten follow-ups.

Before Klevo
Meta
WhatsApp
Spreadsheet
Calendar
Notes
With Klevo
Lead
CRM
Automation
Calendar
Client
The Sales SystemLead to client, one screen at a time.
1CaptureLeads from Meta Ads, your website and WhatsApp land in Klevo automatically — nothing sits in a spreadsheet.
2ConnectThe moment a lead comes in, the conversation starts on WhatsApp — where your prospects already are.
3QualifyAI asks the right questions — goals, blockers, readiness — and the answers update the CRM on their own.
4Follow UpNo reply? Klevo follows up automatically until the prospect responds — every lead keeps moving.
5BookThe prospect picks a slot that works for them. The appointment is confirmed instantly on WhatsApp.
6RemindAutomated WhatsApp reminders at 24h, 3h, 1h and 10 minutes before — so no-shows stop costing you calls.
7ConvertThe opportunity moves through your pipeline in real time — from new lead to a client on your books.
Built Around ConversationsWhatsApp, AI and follow-ups — together.
Automated Appointment Booking

From "I'm interested" to a confirmed call.

Interested Lead
Picks a Slot
Confirmed
Reminded
CRM Built Around Sales

A pipeline built for consultation-based businesses.

New Lead
Meera J.
Contacted
Suresh P.
Qualified
Anita R.
Call Booked
Karan D.
Proposal / Payment
Fatima N.
Won
Rohit S.
Lead Source & Campaign Visibility

Know which leads actually become clients.

Meta Ads0 Leads
Qualified0 Qualified
Calls Booked0 Calls Booked
Clients0 Clients
Revenue generated₹0.0L
One Workspace for Your Team

Every lead assigned. Every rep accountable.

Sales reps and setters share one pipeline — with full visibility on who's following up.

Built For How You Sell

Every consultation-based business, one system.

Business Coaches

Generate leads → Qualify → Book strategy calls

Career Coaches

Capture inquiries → WhatsApp → Schedule consultation

Life Coaches

Engage prospects → Follow up → Book consultation

Consultants

Capture leads → Qualification → Meeting → Proposal

Mentors & Trainers

Lead generation → Follow-up → Enrollment

Everything You Need

Stop stitching tools together.

Works with the tools you already use

  • WhatsApp / Meta
  • Google Calendar
  • Google Meet
  • Google

Stop losing leads between the first message and the sales call.

Klevo brings your conversations, CRM, automation and appointments together.

Get Started