Available For Coaches

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.

20%

faster response times

20%

faster response times

0%

decrease in no-shows

0%

decrease in no-shows

0%

higher close rate

0%

higher close rate

0X

more qualified calls

0X

more qualified calls

A rugged hiking trail winds through a dense forest of tall evergreen trees under a cloudy sky, with distant mountains visible in the background, creating a scenic view ideal for outdoor enthusiasts.
Coffee
Mountain
Airplane

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
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.

a part of the headphone with battery signal icon
a part of the headphone with battery signal icon

Discovery calls booked on autopilot.

Active 24/7 with reminders.

Test drives booked on autopilot.

Active 24/7 with reminders.
Focus on your committed clients without worrying about follow-ups.
a part of the headphone with battery signal icon
a part of the headphone with battery signal icon

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

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

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.

Circular portrait of a young Black woman with short curly hair held back by a pink headband, wearing a white jacket and looking off to the side.
Circular portrait of a smiling South Asian man with short dark hair and a neatly trimmed beard, wearing a coral-red shirt against a softly blurred background.
Circular portrait of a young White man with short light brown hair, wearing rectangular glasses and a dark purple shirt, facing the camera in an indoor setting.

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

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

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.

Close-up of the hand holding the mobile phone

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

to

60+

Discovery Calls/Month

20

to

60+

No-Show Rate

50%

to

15%

No-Show Rate

50%

to

15%

New Clients/Month

4

to

12

New Clients/Month

4

to

12

And average response times?

8 Hours

to

instant

8 Hours

to

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.

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?

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?