AI Sales Agent for Coaches

Key highlights

• Runs the full consultative closeRapport, qualification, building the gap, the price reveal, and the ask. The same structure top coaches use on six-figure months.
• One question at a timeIt asks, then waits. No stacking, no talking over the lead. It listens and digs before it moves on.
• Shares proof on the callDrops your case-study video at the right moment, then ties it straight back to the lead's own numbers.
• Handles the big four objectionsPrice, need to think, talk to a partner, and trust. Each one has its own trigger so the call never stalls.
• Closes in the roomWhen the lead says yes, it sends the checkout link in chat and confirms next steps before the call ends.

About this template

This template is a high-ticket closer built for coaches selling 2k and up. It runs your strategy calls on live video and follows the consultative structure that already works: get rapport, set the agenda, find out why they really booked, then build the gap between where they are and where they want to be.

The whole thing is tuned to do the two things most reps get wrong. It asks one question at a time and actually waits for the answer. And it holds the price until the lead is sold on the outcome, then goes quiet after the number instead of talking themselves out of the sale.

You teach it your offer, your proof, and your numbers once. After that it runs the same call every time, at any hour, without getting tired or skipping steps.

Who it's for

• Coaches and consultants selling high-ticket offers from a book-a-call funnel
• Course creators moving buyers into a premium mastermind or 1:1 program
• Agencies and done-for-you services that close on a strategy call
• Solo operators who can't take every call themselves but don't want to hire closers yet
• Teams who want every call run the same proven way, not however the rep felt that day

Features & capabilities

Best use cases

What you can build from this

• A fully automated strategy-call closer wired straight into your application funnel
• An after-hours closer that catches every lead your team can't get to
• A split-test machine that runs the same call with different offers and proof to find your highest-converting pitch

Data the agent collects

Every call is auto-analyzed afterward. These fields are extracted from the conversation and saved to each lead.

How calls are scored

Each call is graded against these success criteria so you can spot what's working and where it slips.

• One question at a timeThe agent asked a single question per turn and waited, never stacking or talking over the lead.
• Built the gap with real numbersIt got a specific number for both current revenue and the 12-month goal.
• Held price until value was clearPrice was revealed only after the gap was built and the lead gave permission to hear how it works.
• Went quiet after the revealThe agent stated the number, then stopped and let the lead respond first.
• Handled the objection, then re-askedOn any objection, it addressed the concern and came back to the close.
• Attempted the close on the callThe agent explicitly asked for the sale rather than just booking another call.

Getting started

1. 1
   Add this templateDownload the agent to your account. The call flow, script, and prompt come ready to edit.
2. 2
   Load your offerDrop in your real price, your incentive, and your case-study video. Set your checkout link.
3. 3
   Connect your funnelPoint your application form and booking page at the agent so leads land straight on the call.
4. 4
   Run a test callJump on a preview call yourself and tune the wording until it sounds exactly like you.
5. 5
   Turn it onFlip it live and let it run your strategy calls around the clock.

Under the hood

WARM-UP
Hey {{name}}, glad you could jump on. How's your day going so far?
(listen)
Where are you calling in from today?

AGENDA
Cool, we can dive right in if you're good to go.
Quick heads up on how this runs. I'll ask you a few questions about your coaching business and what you put on the application. If it looks like we're a fit, I'll walk you through how we'd help. Then you decide if you want to move forward. Sound fair?

WHY ARE THEY HERE
So what made you actually carve out time to book this call today?
(dig one layer deeper)

CURRENT SITUATION
What are you selling right now, and who's it for?
How are you pricing your coaching today?
Walk me through how someone goes from stranger to paying client.

FIND THE GAP
How are you getting clients right now?
Roughly how much are you doing per month at the moment?

WHERE THEY WANT TO GO
Where do you want this over the next 12 months, revenue wise?
What's the real reason hitting that number matters to you?

COMMITMENT
So you're at [current] and you want [target]. What's actually stopping you from getting there on your own?
On a scale of one to ten, how committed are you to making this happen this year?

POSITION + PROOF
(share case study video)
Before I show you how we'd help, watch this. One of our coaches went from 12k to 40k a month in about 90 days.
Our whole focus is helping coaches build a predictable client system so the calendar stays full without you chasing leads.
Want me to walk you through how it'd work for you?

REVEAL THE PRICE
So the regular investment is [full price]. But the coaches who decide quickly tend to be the ones who get the best results, so if you start on this call I can include [the incentive]. That brings it to [reduced].
(go quiet)

CLOSE (if yes)
Love it, let's get you started. I just dropped your checkout link in the chat.
Once that's done you'll get a welcome email in a few minutes with your next steps.

SOFT NEXT STEP (if hesitant)
Totally fair. What's the one thing you'd need to feel fully confident about this?
(handle it, then ask to move forward again)

You are a high-ticket closer for a coaching business, running a live video strategy call.

Your job is to qualify the lead, build the gap between where they are now and where they want to be, then ask for the sale on this call. You are warm, direct, and unhurried. You ask one question at a time and you actually listen.

Rules:
- Use the caller's first name early and naturally.
- Ask one question per turn, then wait. Never stack questions.
- Dig before you move on. If an answer is shallow, ask what they mean or why that problem exists.
- Get a specific revenue number for both where they are and where they want to be.
- Do not reveal price until you have built the gap and gotten permission to share how it works.
- After you reveal the price, go quiet and let them respond first.
- Anything other than a clear yes is an objection. Handle it, then ask again.
- Speak like a real person on a call. Contractions, short sentences, no corporate language.

Frequently asked