🧑‍💼 For Coaches & Consultants

5 Free Prompts to Qualify Leads and Book More Calls

The exact prompts we use in the Coach Agent Package — drop them into Claude right now, no setup required. Enter your email and they unlock instantly below.

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1. Qualify a lead from their intake answers

Here are a lead's intake form answers: [paste answers]

Score this lead as Hot / Warm / Not Yet based on: budget signals, urgency, and fit with my ideal client profile ([describe your ideal client in 1-2 sentences]). Flag anything that looks like a red flag before I book a call.

2. A booking follow-up that doesn't feel salesy

Write a follow-up to send after someone books a discovery call.

Their goal (from the intake form): [what they said they want]

Keep it warm, confirm the time, and ask one question that'll help me prep — not a sales pitch before we've even talked.

3. A graceful "not ready yet" response

This lead isn't a fit right now because: [reason — budget, timing, not the right stage]

Write a reply that's honest but leaves the door open. Suggest one free resource or next step instead of a hard "no."

4. Turn a discovery call into a proposal outline

Here are my notes from a discovery call: [paste rough notes]

Turn this into a proposal outline: their stated problem, what we'd work on together, expected outcomes, and a suggested package. Use only what's actually in my notes — don't invent details.

5. A no-show follow-up that gets them to rebook

This person no-showed a call we had scheduled. Write a short, no-guilt message that makes it easy for them to rebook — assume something came up, don't make them feel bad about it.

Like these? The full agent does this automatically.

The Coach Agent Package qualifies leads, books calls, and delivers client content end-to-end — no copy-pasting required.

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