Sales Engine
And bring them back for more. The right people on your calls, proposals that get signed, and payments that arrive without chasing.
Without this
Every lead hears from you until they book a call or say no. Useful emails, not pushy ones.
In your words, by text and email
People answer a few questions before they book, so you only talk to people you can help.
Automated reminder by text
Proposals go out fast, look professional and get signed online.
Monthly coaching · Amira Shah
Clients pay in full or in instalments, online.
Discovery call · pay by link
From the link in the text
Booked for Thursday 15:00
When a client hits a milestone or nears the end of a programme, they're offered the next step.
Hartley Consulting · text
Booked for Thursday 15:00
Sales Engine
Each part is set up for you, and we make the changes whenever you ask.
Every enquiry is followed up, with a booking link in every message.
Online booking for the discovery call, at any hour.
The right questions when they book, so you're prepared.
Automated confirmations and reminders, with a link to move or cancel.
People who miss or cancel get a message to book again.
Take payment when they book, if you want to. Off unless you switch it on.
You hear about every new booking straight away.
A monthly email to people who aren't ready yet.
Audiences ready for your adverts, made from the people who visited your website.
Proposals the client accepts and signs online.
Every proposal followed up, and an alert when the client opens it.
A deposit or first payment taken when the proposal is accepted.
Invoices, payment links and automated payment reminders.
Get paid by a link in a text, or tap a card on your phone.
Contracts and engagement letters signed online.
Regular payments for retainers and monthly work.
Invoices sync to Xero or QuickBooks.
Email campaigns and AI calls to clients who've gone quiet.
Reminders for year end, review dates and renewals.
An offer each month, sent to the right list.
A personal message on the dates that matter.
Tell clients about the other things you do.
Every plan includes all three engines, and your AI team running them. See the plans.
How it works
We write the follow-up messages in your words, connect your booking calendar and set up your quotes, payment links and accounts sync.
Every new enquiry gets a reply in minutes, then follow-up with a link to book. Each quote is followed up until it's a yes or a no.
When they say yes, they pay by link, by text or with tap to pay. Reminders and offers bring them back when the next job is due.
A coach sends a proposal for a 12-week programme. The prospect gets a follow-up, signs the next week and pays the first month by link.