HelmarOps for Coaches & Consultants
Close More Clients. Coach More People.
AI-Powered Software for Coaches & Consultants
HelmarOps handles your scheduling, follow-ups, proposals, invoicing, and client communication — so you spend time coaching, not chasing admin.
Plans from $79/mo. Cancel anytime. No contracts.
The problem
Why coaches & consultants are losing money
of coaching leads go cold without timely follow-up
left on the table annually from no-show discovery calls
per week spent on scheduling, invoicing & proposals
more likely to close with a same-day proposal
Built for coaches & consultants
Everything a coach needs in one platform
Stop juggling 6 different apps. HelmarOps gives coaches & consultants every tool they need — connected, AI-powered, and simple.
Missed calls are the biggest source of lost revenue for coaches & consultants. See how the AI receptionist for Coaches & Consultants answers every call, quotes from your pricing, and books jobs 24/7.
CRM
Every customer, job history, and communication in one place. AI tags and segments contacts automatically.
AI Scheduling
Smart calendar management. Clients book discovery calls, coaching sessions, and follow-ups online. Auto-reminders reduce no-shows.
AI Proposals
AI generates professional proposals from job details. Built-in e-signature. Auto-convert to invoice on acceptance.
Invoicing
Generate invoices from jobs in one click. Stripe payment links. Recurring billing for maintenance plans.
Client Portal
White-labeled portal where customers book online, pay invoices, view job history, and message your team.
Email & SMS Marketing
Seasonal campaigns, drip sequences, and AI-generated copy. Segment by service type, location, or spend.
Webhooks & Zapier
Send events to Zapier, Make, or custom webhooks. Connect HelmarOps to 5,000+ apps.
Cash Flow Forecasting
AI-powered weekly cash flow projections based on your pipeline, invoices, and expenses.
See it in action
Here's how it works for a coach
A potential client fills out your contact form at 11 PM after listening to your podcast. HelmarOps instantly sends a personalized reply, books a discovery call for Thursday, adds them to your CRM with their intake answers, and sends a reminder the morning of — all while you sleep.
Simple pricing
Plans built for coaches & consultants
No per-seat fees. No hidden costs. Cancel anytime.
Starter
- Up to 3 team members
- AI Receptionist (60 min)
- CRM (unlimited contacts)
- Invoicing & Estimates
- Scheduling
- SMS + Email (500/mo)
- 1 phone number
Growth
- Everything in Starter
- Up to 10 team members
- 200 AI voice minutes
- Unified Inbox
- Marketing (5,000/mo)
- Review Management
- 3 phone numbers
Pro
- Everything in Growth
- Up to 25 team members
- 500 AI voice minutes
- Client Portal
- AI Proposals & E-sign
- Unlimited phone numbers
- Custom branding
- API access
FAQ
Common questions from coaches & consultants
Yes. Tag clients by program type — 1:1, group, VIP Day, mastermind. Track each engagement separately with its own pipeline, invoicing, and communication history.
Yes. Built-in scheduling with custom booking pages, buffer times, intake questions, and automatic calendar sync. Plus it's connected to your CRM, invoicing, and follow-up sequences — no integrations needed.
Yes. The client portal gives each client access to their session history, invoices, shared documents, and booking link — all white-labeled with your brand.
After a discovery call, tell the AI what the client needs. It generates a professional proposal with your packages, pricing, terms, and e-signature — ready to send in minutes, not hours.
Yes. Schedule Zoom sessions with auto-generated meeting links, or book in-person appointments with location details. The AI receptionist handles both.
Free tools for coaches & consultants
Try one in 30 seconds
Ready to grow your coaches & consultant business?
Answer every call, book more jobs, and get paid faster with HelmarOps. Plans from $79/mo.
HelmarOps also works for: