Personal Development & Wellness

Agentic AI for Life Coaches
& Wellness Mentors

Converiqo automates your coaching practice: intake, scheduling, payments, and client accountability, so you can change more lives.

2x

more clients managed solo

90%

higher client accountability

Zero

scheduling conflicts

What is AI for Life Coaches?

A digital assistant that manages your practice admin and supports your clients' daily progress.

How does it engage clients?

Through automated check-ins, habit reminders, and journaling prompts delivered directly to their phone.

Is it easy for clients?

Yes, clients use a simple interface to book sessions, track goals, and access resources.

Deployment Scope

How Converiqo is Used in Coaching

Empower your clients with digital tools.

Practice Management

Run your business like a pro with less effort.

  • Automated billing
  • Session scheduling
  • CRM for all clients

Client Success

Keep clients moving forward every single day.

  • Habit streaks
  • Goal visualization
  • Journaling logs

Content Delivery

Share your wisdom automatically.

  • Drip course content
  • Resource library
  • Worksheet automation

Engagement

Stay top of mind without being glued to your phone.

  • Daily affirmations
  • Check-in nudges
  • Milestone celebrations
Unified Advantage

Why Coaches Choose Converiqo

Built for transformation.

Client Retention

Clients stay longer when they see consistent, tracked progress.

Loyalty

Coach Freedom

Step away from admin and get back to coaching.

Freedom

Scalable Programs

Launch group programs and courses alongside 1:1 coaching.

Scale
Common problems

Coaching Business Challenges

Stop getting bogged down in operations.

Scheduling Tag

Endless emails trying to find a time that works for both you and the client.

Lack of Follow-through

Clients forgetting their homework between sessions and stalling progress.

Admin Overwhelm

Spending more time on invoices and forms than on coaching calls.

Client Drop-off

Clients quitting because they don't 'feel' the results of coaching.

Income Ceiling

Capped by the number of hours you can physically coach in a week.

Scattered Notes

Client session notes living in different notebooks and docs.

Cost Efficiency

ROI for Your Practice

Measurable growth for your business.

More Clients

Double your capacity without working double hours.

Passive Income

Sell digital products and courses automatically.

Premium Rates

Offer a high-touch digital experience that justifies premium prices.

Core modules

Coaching Automation Modules

Tools to support every step of the client journey.

Start Flow

Client Intake & Onboarding

1

Digital application forms with qualifying questions.

2

Automated welcome email sequences.

3

Service agreement signing.

4

Initial assessment questionnaires.

5

Secure payment processing setup.

6

Client portal access generation.

Goal Flow

Goal Setting & Tracking

1

Collaborative goal setting interface.

2

Progress bars for long-term objectives.

3

Milestone breakdown and tracking.

4

Celebratory alerts on achievement.

5

Monthly progress report generation.

6

Visual vision board integration.

Daily Flow

Habit Tracking & Accountability

1

Custom habit trackers (e.g., meditation, water, reading).

2

Daily check-in prompts via app.

3

Streak tracking gamification.

4

Automated nudges for missed check-ins.

5

Weekly habit adherence summaries.

6

Mood tracking and analysis.

Admin Flow

Session Scheduling & Payments

1

Online booking page synced with your calendar.

2

Automated reminder emails/SMS.

3

Rescheduling management.

4

Session package tracking (e.g., 3 of 10 used).

5

Automated invoicing and receipts.

6

Subscription management for recurring payments.

Content Flow

Resource Library & Journaling

1

Private journaling space for clients.

2

Coach can assign specific prompts.

3

Library of PDFs, videos, and audios.

4

Drip feed content based on program stage.

5

Client access to session recordings.

6

Homework submission and feedback loop.

Scale Flow

Community & Group Coaching

1

Group discussion boards.

2

Event management for group calls.

3

Leaderboards for group challenges.

4

Peer accountability partner matching.

5

Polls and survey tools.

6

Gamified badges for community participation.

Stakeholder outcomes

Benefits for You & Your Clients

A win-win for the coaching relationship.

You (The Coach)

  • More time for deep work.
  • A professional, scalable business.
  • Data to prove your coaching works.

Your Clients

  • Support between sessions.
  • Clear visualization of progress.
  • Easy access to tools and resources.

Group Members

  • Stronger sense of community.
  • Structured learning path.
  • Peer support and motivation.

Virtual Assistants

  • Clear tasks and workflows.
  • Everything in one system.
  • Easier client support.

Referral Partners

  • Easy to refer new clients.
  • Confident in your professionalism.
  • Tracking of referral success.
Deployment fit

Solutions for All Coaches

Whatever your niche, we help you scale.

Life Coaches

Focus on holistic life balance and goals.

Business Coaches

Track revenue goals and implementation metrics.

Health & Wellness

Monitor habits, nutrition, and exercise logs.

Executive Coaches

Confidential, high-level support for leaders.

Career Coaches

Manage job search pipelines and resume iterations.

Relationship Coaches

Tools for couples and communication tracking.

Proof of impact

Leaders on measurable change

3x

Client Capacity

-80%

Admin Time

Documented

Client Results

Accelerated

Income Growth

I used to drown in emails and scheduling. Converiqo gave me my life back and helped my clients achieve 40% more of their goals.
J

Jessica Williams

Empowerment Coach

Need-to-know

Frequently Asked Questions

Answers for leaders and ops heads.

Agentic AI automates the admin side of your practice—scheduling, payments, intake, and client check-ins—allowing you to focus entirely on coaching and impact.

Yes. The system sends automated daily check-ins for habits and goals. Clients reply, and the data is graphed, showing them (and you) their consistency.

You set your availability, and clients book their own slots. The system syncs with Google/Outlook calendars to prevent double booking and sends reminders automatically.

Absolutely. We use banking-level encryption to ensure client journals and your session notes remain private and secure.

Yes, you can create and sell digital courses, memberships, and group programs directly from the platform.

We offer both a dedicated app and a mobile-responsive web portal, so clients can choose what works best for them.

Yes, it automatically generates Zoom (or Google Meet) links for every booked session and sends them to the client.

Yes, the client portal can be branded with your logo, colors, and domain name.

We integrate with Stripe and PayPal to handle one-time payments, subscriptions, and payment plans automatically.

Our plans scale with you, starting from solo coaches with 5 clients to large practices with hundreds.

Scale your impact & income?

Join top coaches using Converiqo to run a seamless, automated practice.