Illustrative example. This is not a real business. It shows how a business like this could use AI, so you can picture it for your own.
How a business coach turns a free audit into the first conversation
A coach offered a free consultation and got tyre kickers. Replacing it with a short audit changed who got in touch and what the first call was about.
- Area
- Sell Better · Offers, funnels and sales
- Industry
- Coaching and consulting
- Size
- sole trader
- Tools
- Claude
Picture a coach whose website offers a free thirty minute consultation. Plenty of people book one. Most of those calls are spent working out what the person actually wants, and about one in ten goes anywhere.
The offer is doing no filtering, and it asks for the hardest thing first. Booking a call with a stranger is a bigger step than most people will take while still deciding whether they have a problem worth solving.
An audit inverts it. The person answers a few questions about their own situation, gets something useful back whether or not they ever speak to you, and arrives at a call already knowing what they want to talk about. The work is in making the audit genuinely useful rather than a quiz that always recommends buying.
The playbook is included with Monthly and Annual membership
Step by step how to do this yourself, with the prompts, working alongside the course workbook.
See what is includedThe courses that teach this
Next review May 2027.
