Coaches & Consultants
Stop chasing clients.
Let your calendar work.
Life coaches, business consultants, and freelance advisors use IM Form to automate discovery calls, strategy sessions, and retainer check-ins.
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Saved per week
0%
Automated follow-ups
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Client rating
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With prepayment
Discovery call booking
Retainer management
Invoice & payments
Zoom link automation
Client CRM
Workflow automation
All features
Built for coaches who value their time
Discovery Calls
Prospects book a free discovery call in your calendar — no emails, no back-and-forth.
Strategy Sessions
Paid sessions booked and paid upfront — clients come prepared, you come ready.
Retainer Check-ins
Monthly recurring clients book their regular slots automatically.
Intake Questionnaires
Collect background info, goals, and pain points before every session.
Client Pipeline
Track leads, active clients, and past clients in one CRM.
Workflow Automation
Auto-send welcome emails, prep docs, and follow-up surveys.
★★★★★
I used to lose clients just from slow response times. Now my calendar is always open and they book themselves. My revenue doubled because I stopped being the bottleneck.
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ThrivePoint Coaching
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