turn
turn
turn
more
more
more
leads into clients
leads into clients
leads into clients
while you
while you
while you
coach.
lead.
create.
sleep.
coach.
lead.
create.
sleep.
coach.
lead.
create.
sleep.
Built to give coaches their time back, Charlie AI filters unqualified leads, handles follow-up, and fills your calendar with dream clients, even while you're off the clock.
faster response times
faster response times
faster response times
decrease in no-shows
decrease in no-shows
decrease in no-shows
higher close rate
higher close rate
higher close rate
more qualified calls
more qualified calls
more qualified calls
Current Challenges
Carrying too many titles,
not enough time.
Carring too many titles, not enough time.
Carrying too many titles,
not enough time.
You’ve taken on every role: closer, scheduler, assistant, marketer. Let Charlie handle the jobs that never belonged on your plate.
You’ve taken on every role: closer, scheduler, assistant, marketer. Let Charlie handle the jobs that never belonged on your plate.
Success Manager
Success Manager
Owner
Owner
Owner
SDR
SDR
SDR
Closer
Closer
Closer
Game Changing Benefits
Here's how Charlie clears your desk.
Here's how Charlie clears your desk.
Here's how Charlie clears your desk.
Charlie is ready to dominate all your lead channels.
Instantly replies to leads across every channel.
Instantly replies to leads across every channel.
Discovery calls booked on autopilot.
Test drives booked on autopilot.
Active 24/7 with reminders.
Active 24/7 with reminders.
Focus on your committed clients without worrying about follow-ups.
Knows every client. Seriously.
When they show up, you are not guessing.
When they show up, you are not guessing.
Goals
Pain Points
John Roberts
john@example.com
Goals
Pain Points
John Roberts
john@example.com
Goals
Pain Points
John Roberts
john@example.com
Charlie's Process
Using Charlie can't get easier.
Using Charlie can't get easier.
Using Charlie can't get easier.
Here's our process to working with your gym.
1
1
Capture & Reply
Capture & Reply
Capture & Reply
Charlie engages potential clients from your website, Instagram, Facebook, LinkedIn, and other sources, and responds in seconds.
Charlie engages potential clients from your website, Instagram, Facebook, LinkedIn, and other sources, and responds in seconds.
New Leads
2025 - 05 -19
Current Pipeline
Name
Susan Thomas
Source
Website
Status
Qualified
Name
Tom Nelson
Source
Instagram DM
Status
Disqualified
Name
John Roberts
Source
Lead Magnet #1
Status
Coaching Call Booked
40 New Leads
View more
New Leads
2025 - 05 -19
Current Pipeline
Name
Susan Thomas
Source
Website
Status
Qualified
Name
Tom Nelson
Source
Instagram DM
Status
Disqualified
Name
John Roberts
Source
Lead Magnet #1
Status
Coaching Call Booked
40 New Leads
View more
New Leads
2025 - 05 -19
Current Pipeline
Name
Susan Thomas
Source
Website
Status
Qualified
Name
Tom Nelson
Source
Instagram DM
Status
Disqualified
Name
John Roberts
Source
Lead Magnet #1
Status
Coaching Call Booked
40 New Leads
View more
2
2
Qualify & Schedule.
Qualify & Schedule.
Qualify & Schedule.
Confirms goals, budget, and program fit for your coaching practice, then automatically books qualified discovery calls straight to your calendar.
Confirms goals, budget, and program fit for your coaching practice, then automatically books qualified discovery calls straight to your calendar.
Book a Consultation
3
3
Sync, Notify, & Refine.
Sync, Notify, & Refine.
Sync, Notify, & Refine.
Updates CRM or club-management software, pings your team, and tracks performance.
Updates CRM or club-management software, pings your team, and tracks performance.
Add Prospect to CRM
Select details to send CRM
Client email address
Send
Client Phone Number
Send
Notes
Notify Sales Team
Invite your reps to get new notifications.
Add email address
Send
Consultation with John at 12:30 PM PST
Add Prospect to CRM
Select details to send CRM
Client email address
Send
Client Phone Number
Send
Notes
Notify Sales Team
Invite your reps to get new notifications.
Add email address
Send
Consultation with John at 12:30 PM PST
It Gets Better
This is not just another chatbot.
This is not just another chatbot.
This is not just another chatbot.
Charlie is ready to dominate all your lead channels.
Gauges interest level and sets proper expectations.
Gauges interest level and sets proper expectations.
Current Pain
Interest Shown
Ideal Package
Standard
Premium
Standard
Premium
Charlie sounds and responds like a person.
Hey, I'm interested in getting coaching…
Sure thing! Let's book you a discovery call.
Challenge specific convos.
Clarify Offer
Better Lead Magnet
Systemize Delivery
Charlie qualifies the prospect so you only talk to buyers, not browsers.
Budget
$10,000
Timeline
Immediate
Immediate
Commitment
5 hours/week
Charlie adapts to your sales process, no matter how "unique"
Charlie adapts to your sales process, no matter how "unique"
Feed it with your current sales flow.
Drop in web pages, PDFs, FAQs, and more. Charlie absorbs your offer, tone, and qualifiers in minutes.
Charlie reports back everything.
From tracking lead source to team performance so you can see what's working and what's not.
While seamlessly integrating with your existing tools.
While seamlessly integrating with your existing tools.
While seamlessly integrating with your existing tools.
We connect with your case management software, sync with firm calendars, and integrate into your client communication and document workflows.
We connect with your case management software, sync with firm calendars, and integrate into your client communication and document workflows.
We connect with your case management software, sync with firm calendars, and integrate into your client communication and document workflows.
Let's do the math for Charlie in action for your business.
Let's do the math for Charlie in action for your business.
Input your current numbers to see the potential return of using Charlie AI.
Input your current numbers to see the potential return of using Charlie AI.
Let's do the math for Charlie in action for your business.
Input your current numbers to see the potential return of using Charlie AI.
Charlie enhances the personal touch without replacing it.
Charlie enhances the personal touch without replacing it.
The following are real world results for our client, Lemon Law, a firm that saw incredible growth upon implementing Charlie AI in their process.
Charlie enhances the personal touch without replacing it.
The following are real world results for our client, Lemon Law, a firm that saw incredible growth upon implementing Charlie AI in their process.
Case Study: Elite Business Coaching
Discovery Calls/Month
20
20
to
60+
60+
No-Show Rate
50%
50%
to
15%
15%
New Clients/Month
4
4
to
12
12
And average response times?
8 Hours
8 Hours
to
instant
instant
Case Study: Elite Business Coaching
Discovery Calls/Month
20
to
60+
No-Show Rate
50%
to
15%
New Clients/Month
4
to
12
And average response times?
8 Hours
to
instant
Charlie does all that and so much more.
Charlie does all that and so much more.
Reduced ad waste
Tracks All Interactions
Boosted Team Productivity
Generates Reports
After-hours capture
Team Performance
Preferred Scheduling Understood
Schedule Send
ROI Analysis
From maintaining your brand's voice to tracking all interactions, Charlie only gets smarter with each conversation and provides solid backend support.
From maintaining your brand's voice to tracking all interactions, Charlie only gets smarter with each conversation and provides solid backend support.
And getting started with Charlie only gets better.
For a limited time, Charlie offers dealerships:
For a limited time, Charlie offers dealerships:
Custom intake flow design
Launch faster with processes built around your business.
Launch faster with processes built around your business.
Performance made simple.
Track every client touchpoint with built-in compliance.
Seamlessly integrated.
We'll come in and sync to your current tech-stack with no downtime.
We'll show you the ropes.
We equip your staff to sell smarter using Charlie AI.
Always at your command.
We are here to assist you every step of the way with priority support.
In case we missed anything.
How does Charlie AI maintain compliance?
Can it handle complex case screening?
What about sensitive information?
How does Charlie AI maintain compliance?
Can it handle complex case screening?
What about sensitive information?
And getting started with Charlie only gets better.
For a limited time, Charlie offers dealerships:
Custom intake flow design
Launch faster with processes built around your business.
Performance made simple.
Track every client touchpoint with built-in compliance.
Seamlessly integrated.
We'll come in and sync to your current tech-stack with no downtime.
We'll show you the ropes.
We equip your staff to sell smarter using Charlie AI.
Always at your command.
We are here to assist you every step of the way with priority support.
In case we missed anything.
How does Charlie AI maintain compliance?
Can it handle complex case screening?
What about sensitive information?