Stop wasting time on discovery calls that lead nowhere
This playbook shows you how an AI agent pre-qualifies your prospects, recommends the right programme and books discovery calls, around the clock, even while you are coaching.
Free access to the playbook plus Leadmatix software. No code required.
Your calendar is full. Your bank account is not.
You take discovery calls with everyone who reaches out. But half of them have neither the budget nor the genuine desire to change. That eats your most valuable resource: time.
Time-consuming discovery calls
30–45 minutes per call. Preparation, small talk, analysis. And after 10 minutes you realise: the prospect is not ready to invest.
Scaling = more working hours
More revenue means more calls. A sales team costs €3,000–5,000 per month – not an option for many solo coaches.
Inquiries that go cold
The prospect writes at 10 pm. By the next morning when you reply, the motivation is long gone.
of discovery calls with coaches end without closing – not because the offer is bad, but because the prospects were never qualified.
Free access. No code. No credit card.
Qualified discovery calls in 3 steps
The playbook gives you prompt, knowledge base and plan – you just need to customise and launch.
Add your programmes & FAQ
Your offers, price ranges, testimonials and frequently asked questions – everything your agent needs to advise prospects competently.
Configure the system prompt
Ready-made prompt with qualification logic and objection handling. Sounds like you – warm, on eye level, never pushy.
Connect Calendly, go live
Prospects book directly in the chat. No link-hopping, no drop-offs. You wake up in the morning with qualified appointments.
Most playbooks give you knowledge. This one gives you a digital sales assistant that qualifies and books 24/7.
What you will know after reading, and can implement right away:
Your agent asks the same questions you do – just faster and around the clock
What is the goal? What has already been tried? How urgent is it? The agent qualifies through natural conversation, not a questionnaire.
- Always only one question at a time
- Individual response to every answer
- Qualification happens naturally, not as an interrogation
Leadmatix Agent
Online
The prospect gets the right offer – not just the most expensive one
Your agent knows your programmes, understands the prerequisites, and recommends with precision. With reasoning, not as a mass pitch.
- Recommendation based on needs analysis
- Price range instead of a fixed price
- Higher conversion because it fits
“Too expensive” does not mean no – it means: convince me
The agent handles objections the way you would: empathetically, with real value and a success story at the right moment. No aggressive selling.
- Counter price objections with a question
- Use testimonials strategically
- Payment plans as a door opener
Leadmatix Agent
Online
Whether life, business or specialist coaching
The playbook works for anyone who sells knowledge and guidance – whether 1:1, group or online course.
20 pages, zero theory bloat
Everything you need to automate your sales process in one week – field-tested, for coaches in the DACH region.
Chapters
From needs analysis to follow-up sequences. Every chapter with concrete templates.
System prompt with objection handling
Copy, replace placeholders, configure agent – done.
Example conversations
Initial inquiry, programme matching and price objection – real dialogues to replicate.
Who is behind this?
Leadmatix builds AI chatbot systems for businesses across the DACH region. The strategies in this playbook come from real projects with coaches, consultants and trainers.
This playbook is not for every coach
Save yourself the download if …
- You have no website and are not planning one – the agent needs a place to work.
- You think a chatbot replaces personal consulting. The agent qualifies and books – you still do the coaching.
- You are looking for someone to do it all for you. This playbook is designed for self-implementation.
- Your calendar is already so full that you cannot take on any new clients.
For everyone else: Download, implement, have better discovery calls.
Before you ask …
No. The 7-day plan is written for coaches, not developers. The system prompt is ready – you just need to add your own data.
Yes, completely. No subscription, no fine print. You get the PDF immediately after entering your email.
No – it ensures you only speak with qualified prospects. You take fewer calls, but with a better closing rate.
Absolutely. The agent can distinguish between 1:1, group and online course offers and recommend precisely.
7 days, 30–120 minutes per day. In total 6–9 hours. After that your agent qualifies around the clock.
Your time belongs to your clients, not unqualified calls
20 pages, ready to implement. Ready-made prompt with objection handling, 7-day plan, real example dialogues. Free.
- Download 20 pages of playbook instantly
- Create your own AI agent for your coaching business
- No credit card, no subscription, no code
Free access to the playbook plus Leadmatix software. No code. No credit card.
From the first inquiry to the qualified discovery call, your AI agent takes over.
