For Coaches and Consultants

Sales funnels and CRM for coaches and consultants

Fill your calendar with qualified calls and sell your programs while you coach. Lead magnets, application funnels, booking, payments, courses and communities in one system, with follow-up that runs without you.

The short answer

How coaches and consultants automate with Oceanic Funnels

Coaches and consultants use Oceanic Funnels OS to turn content and ads into booked discovery calls automatically. A funnel captures the lead, an application qualifies them, the calendar books the call, reminders cut no-shows, and courses, memberships, communities and payments are delivered from the same system.

  • Leads fromFunnels, ads, social DMs, calls and your website
  • RepliesWithin seconds, by SMS, email, WhatsApp and AI agent
  • BookingCalendars with automatic reminders
  • Starts at$67/month, unlimited contacts and users
Where customers slip away

Three leaks in most coaches and consultants

  • Leak 1Calls with the wrong peopleYour calendar fills with tyre-kickers while serious buyers can't find a slot.
  • Leak 2No-shows on discovery callsPeople book on impulse and forget, and an hour of your day is gone.
  • Leak 3Too many toolsA page builder, an email tool, a scheduler, a course platform and a community app, each with its own bill.
Your net, step by step

How the system runs without you

  1. 0 sec1Lead downloads your free guide

    From an ad, a social post or your website. They join your list and get the guide instantly.

  2. Days 1–72Nurture that sells

    An email and SMS sequence shares your story, proof and an invitation to apply.

  3. Application3Qualify before the call

    An application form scores the lead, and only qualified people see your calendar.

  4. Before the call4Reminders and prep

    Confirmation, a prep video and reminders cut no-shows.

  5. After the call5Close and get paid

    Proposal, payment link or a payment plan, sent automatically after you mark the outcome.

  6. Onboarding6Deliver the program

    Course access, community invite and check-ins start the moment they pay.

Automations we set up

Built for coaches and consultants

  • AI agent that books callsAnswers questions about your offer in your DMs and books qualified people onto your calendar.
  • Application funnelsSurvey-style applications with scoring and conditional routing.
  • Courses and membershipsHost your programs, drip content and offer free or paid tiers.
  • CommunitiesRun your group inside the same system, connected to each member's record.
  • Payments and payment plansOrder forms, subscriptions and payment plans, with failed-payment follow-up.
  • Content repurposingPlan and schedule posts to your social channels from the social planner.

Funnels you can launch

  • Lead magnet and email course
  • Webinar or masterclass funnel
  • Application and discovery-call funnel
  • Course or membership sales page

Never lose a lead again

Missed call text back, instant replies, AI agents and reminders mean every call, form and DM gets answered, day or night. Unlimited contacts and users on every plan.

FAQ

Questions from coaches and consultants

How do coaches and consultants automate their sales with Oceanic Funnels?

Coaches and consultants use Oceanic Funnels OS to turn content and ads into booked discovery calls automatically. A funnel captures the lead, an application qualifies them, the calendar books the call, reminders cut no-shows, and courses, memberships, communities and payments are delivered from the same system.

Can I host my course and community here?

Yes. Courses, memberships and communities are included on every plan, connected to the same contact records, payments and automations.

Can I sell payment plans?

Yes. You can sell one-time, subscription and payment-plan offers from order forms, with automatic reminders when a payment fails.

Do you set it up for me?

On the Growth plan ($197 a month) our team sets up your system in the first week. On the Done-For-You plan ($297 a month plus a one-time $997 build fee) we build your sales funnel and the full automated backend for your business.

How much does it cost?

Oceanic Funnels OS starts at $67 a month with unlimited contacts and users. Usage like SMS, email and AI is pay-as-you-go, and WhatsApp is a +$19/month add-on.