Book More Discovery Calls While You Focus on Coaching

A prospect just visited your website asking about your executive coaching program. Boei's AI agent shows your program cards with pricing, asks qualifying questions about their goals and budget, books a discovery call via Calendly, and emails your program details - all while you are in a session with a client.

Program cards with pricing and details in chat
Discovery call booking via Calendly or Acuity
AI replies on website, WhatsApp, email, and SMS
Andrew Lee David S. Vance W. Grant Nitesh Manav
from 159 reviews

You Are Coaching - Not Checking Your Inbox

Three Clients You Are Losing Right Now

Every missed inquiry is a $5,000+ program that goes to another coach

The Evening Researcher

A VP of operations finds your coaching website at 9 PM after a tough day at work. They are finally ready to invest in themselves. They browse your programs but have questions about the 1:1 vs group format. Your site has a contact form. They fill it out, but by tomorrow morning the urgency has faded. They never reply to your follow-up.

  • 68% of coaching prospects research outside business hours
  • High-ticket buyers expect immediate, personalized responses
  • Contact forms feel impersonal for a $5,000+ commitment
  • Motivation to act fades within hours

The Unqualified Time Drain

You spend 45 minutes on a discovery call only to learn the prospect wants free advice, has no budget, or is not ready to commit. Meanwhile, a qualified lead who was ready to sign up never got a response because you were on the wrong call.

  • Coaches waste 8-10 hours per week on unqualified calls
  • No pre-screening means every inquiry gets equal time
  • Budget mismatches discovered too late in the process
  • Qualified leads wait while you talk to tire-kickers

The Follow-Up Gap

A prospect attended your webinar last week and asked about your group program. You meant to send them the details and a booking link. But between client sessions, content creation, and admin work, it slipped. That prospect just signed up with a competitor who followed up the same day.

  • Coaches lose 40% of warm leads to slow follow-up
  • Manual CRM updates get skipped on session-heavy days
  • No automated sequence after webinars or lead magnets
  • Competitors with systems in place close faster

What Your AI Agent Actually Does

Not just answers questions - qualifies leads, books calls, and follows up like your best enrollment advisor

Program Cards With Pricing in Chat

Prospect asks "What coaching programs do you offer?" Your AI agent shows visual program cards - Executive 1:1 ($5,000/quarter), Group Coaching ($2,000/quarter), Intensive Weekend ($3,500) - with descriptions, outcomes, and a "Tell me more" button. Syncs from your program catalog via CSV so pricing stays current. Works with Kajabi, Teachable, and Thinkific course structures.

Lead Qualification Before the Call

Prospect taps "Tell me more about the Executive 1:1." The agentic AI asks qualifying questions: What are your goals? What is your current role? What is your timeline? What is your budget range? Based on responses, it scores the lead (budget, timeline, commitment level) and recommends the best-fit program. Only qualified leads get to your calendar.

Discovery Call Booking With Prep

Qualified prospect is ready to talk. The AI checks your availability via Calendly or Acuity Scheduling, books the discovery call, emails program details plus your coach bio and credentials, adds the lead to your deal pipeline as "Qualified - Executive," and sends a WhatsApp confirmation with the Zoom link. One conversation, six actions.

Payment Plan Calculator

Prospect asks "Can I pay monthly?" The AI calculates payment options via webhooks: $5,000 upfront or 6 monthly payments of $900 ($5,400 total). Shows the comparison, explains what is included in each option, and connects to your Stripe payment links. No back-and-forth emails about pricing.

Every Channel, One Inbox

Prospect starts on your website, continues on WhatsApp, gets program details via email, and receives a call reminder by SMS. AI auto-replies on all four channels. Every message lands in one shared inbox. Works alongside CoachAccountable and Paperbell for session management.

Testimonial Sharing Based on Industry

Prospect mentions they are a startup founder. The AI automatically shares testimonials and case studies from other founders you have coached - specific results like "grew revenue 3x in 6 months" or "promoted to VP within a year." Builds trust with social proof that matches their exact situation. Creates urgency with availability ("3 spots left this quarter").

Automated Follow-Up Sequences

After sending program details, the AI follows up via WhatsApp two days later asking if they have questions. After a discovery call, it emails a proposal with pricing, testimonials, and next steps. After a week of silence, it sends a gentle check-in with a relevant case study. Every touchpoint is automatic and personal.

Group Program and Waitlist Management

Prospect asks about your group coaching program. The AI checks availability ("4 of 12 spots filled, starts May 1"), shows the curriculum outline, shares testimonials from past cohorts, and books them in - or adds them to the waitlist with an automatic notification when a spot opens. Handles team training inquiries by asking company size, topics, and budget, then calculates a custom quote.

Boei vs Other Tools Coaches Use

Flat pricing, no per-contact fees, no platform lock-in

Feature Boei ($19/mo) Calendly Alone ($12/mo) Virtual Assistant ($2K/mo) Drift ($2,500/mo)
AI chatbot on your site ✓ Yes No (human only) ✓ Yes
Program cards with pricing in chat ✓ Yes
Lead qualification before booking ✓ Yes Yes (manual) ✓ Yes
Discovery call booking ✓ Yes ✓ Yes Yes (manual) ✓ Yes
Payment plan calculator in chat ✓ Yes
WhatsApp + SMS + email AI replies ✓ Yes Partial
Deal pipeline CRM ✓ Yes
Automated follow-up sequences ✓ Yes Manual ✗ Limited
Testimonial sharing by industry ✓ Yes Manual
Works 24/7 including weekends ✓ Yes Booking only Limited hours ✓ Yes

Bottom line: Calendly books calls but does not qualify leads or follow up. A virtual assistant costs $2,000+/mo and only works set hours. Drift starts at $2,500/mo and is built for enterprise SaaS, not coaching businesses. Boei starts at $19/mo, qualifies leads, books discovery calls, follows up on every channel, and works 24/7 - so you never lose a $5,000 client because you were in a session.

What Business Owners Say About Boei

Frequently Asked Questions

How does the AI show my coaching programs in chat?

You upload your programs via CSV or connect a Google Sheets URL with your program catalog. Include the name, price, description, outcomes, and duration. The AI chatbot trains on this data and shows matching programs as visual cards with pricing and details when prospects ask about your offerings. Works alongside Kajabi, Teachable, and Thinkific - the AI shows the programs, and your course platform handles delivery.

How does lead qualification work?

You configure qualifying questions and scoring criteria. When a prospect shows interest in a program, the agentic AI asks about their goals, current role, timeline, budget range, and commitment level. Based on responses, it scores the lead and recommends the best-fit program. Only qualified leads get booked onto your calendar. Unqualified prospects get directed to lower-ticket options like group programs or self-paced courses.

Can it book discovery calls on my calendar?

Yes. The AI connects to Calendly, Acuity Scheduling, or any calendar system with an API. When a qualified prospect is ready, the chatbot checks your available slots, lets them pick a time, books the call, emails a confirmation with program details and your coach bio, adds the lead to your deal pipeline, and sends a WhatsApp reminder the day before. No double-booking, no manual scheduling.

Does it handle team training and corporate inquiries?

Yes. When someone asks about team training, the AI asks about company size, training topics, preferred format (in-person, virtual, hybrid), timeline, and budget. It calculates a custom quote based on your per-person or per-day rates via webhooks, emails a proposal, adds the opportunity to your pipeline, and schedules a follow-up. Corporate leads get treated like the high-value opportunities they are.

Can prospects reach me on WhatsApp and SMS too?

Yes. Boei works on your website, WhatsApp, email, and SMS. AI auto-replies on all four channels. A prospect can start a conversation on your website, continue on WhatsApp, and receive a discovery call reminder via SMS. Everything lands in one shared inbox.

How does the AI share testimonials and case studies?

You upload testimonials tagged by industry, role, or outcome. When a prospect mentions they are a startup founder, the AI shares testimonials from other founders you have coached. When someone asks about ROI, it shares case studies with specific results. The AI matches social proof to the prospect's situation automatically - building trust at exactly the right moment.

Can it calculate payment plans in the chat?

Yes. Boei's agentic AI runs calculations via webhooks. When a prospect asks about payment options, the AI shows the comparison - for example, $5,000 upfront vs 6 monthly payments of $900. It can also generate Stripe payment links so prospects can start immediately without waiting for a manual invoice.

What about waitlists for group programs?

The AI checks group availability in real time. If spots are open, it shows the remaining count ("4 of 12 spots filled"), the start date, and the curriculum. If the program is full, it adds the prospect to a waitlist and automatically notifies them when a spot opens. This creates natural urgency without fake scarcity tactics.

How long does setup take?

About 10 minutes. Add one script to your website, upload your program catalog via CSV or Google Sheets, and configure your Calendly or Acuity connection. The AI starts answering prospect questions immediately. Works with any website - WordPress, Squarespace, Webflow, Wix, Kajabi, or custom-built.

How much does Boei cost for a coaching business?

Boei starts at $19/mo (Starter annual). Starter at $19/mo adds 2,000 AI credits and email/WhatsApp/SMS automation. Growth at $49/mo includes 3 domains, 3 chatbots, API access, and deal pipeline - ideal if you run coaching plus courses plus a membership. Business at $129/mo gives you 10 domains, 10 chatbots, and white-label options. One qualified lead that books a discovery call pays for a year of Boei. See pricing.

Stop Losing Leads Between Sessions

Your AI agent qualifies prospects, shows program cards, books discovery calls, and follows up - while you focus on coaching the clients who already said yes.

10-minute setup • No credit card required • Works on any website • From $19/mo (Starter annual)