Relay for consultants and coaches
The proposal you sent on Tuesday is sitting unread, and the discovery call no-showed. Relay books the call with reminders, follows the proposal until it is answered, and keeps every client conversation on one thread.
Get started free See pricing Book a 15-minute demoWhat consultants and coaches run on Relay
Discovery calls that show up
A public booking page synced to Google Calendar, with confirmation, a prep note and reminders before the call.
Follow up the proposal
A follow-up ladder — day two, day five, day ten — for every proposal that has not been answered, stopping the moment they reply.
Nurture the list by email
Email sequences for new subscribers and campaigns for the whole list, with opens and replies on the contact’s thread.
Answer a new inquiry in minutes
Web form or webhook, the first reply goes out within minutes and the cadence keeps following up until they book.
Invoice and chase it politely
Send the invoice from Relay; tag it overdue and the chase sends three reminders over three weeks.
Playbooks are turned on from Automations → Templates and every step is editable in plain language.
Also in the box
- Pipelines and deals
- One shared inbox
- Calls with recordings and transcripts
- Segments and tags
- Website chat widget
- Opt-outs honored automatically
Simple, transparent pricing
The same plans for every business. Start free; upgrade when you need more room. Full detail on the pricing page.
Starter
- 2,500 contacts, unlimited pipelines
- SMS & email
- Automations (up to 10) and API access
- Your own logo and colors
- Priority support
Business
- 50,000 contacts
- Unlimited users, automations & storage
- Unlimited API keys & webhooks
- Custom integrations
- Priority support
AI Front Desk $149/month, add to any paid plan
Answers your phone, books appointments, captures leads. Includes AI replies to Instagram and Facebook DMs and comments. 150 talk minutes included, then $0.45/min.
Additional business Add a second location or brand to any paid plan
Each added business is its own workspace under your login at half the parent plan: Starter +$15/mo, Pro +$40/mo, Business +$100/mo. Up to 5 businesses; past that, the agency suite at $997/mo.
Your plan includes the software, the setup guides and email support. Want us to set it up for you? That's done-for-you, quoted per project.
Questions consultants and coaches ask
Can I run group programs and one-to-one clients separately?
Yes. Pipelines, tags and segments are yours to define, so each offer can have its own pipeline and follow-up.
Does Relay host my course or content?
No. Relay is the CRM and communication layer. Link to wherever your content lives.
Can I put a chat widget on my site?
Yes. The Relay chat widget embeds with a script tag and conversations land in your inbox.
What does it cost?
The plans on this page are the same for every business, with a free plan to start on. No contract.
Related industries
Relay for accountants and bookkeepersA CRM for small accounting and bookkeeping firms: deadline reminders that count down to filing dates, a ladder that chases missing documents, invoices with automatic follow-up, and one inbox for every client.Relay for law firmsA CRM for small law firms: intake forms that create the matter contact, a follow-up cadence for every inquiry, one inbox for email, text and calls, and consult booking.Relay for gyms and fitness studiosA CRM for gyms, studios and personal trainers: follow up every trial and lead in minutes, win back members who stopped showing up, renew memberships before they lapse, and text the whole floor at once.Set up Relay for consultants and coaches
Free plan, no card, and your workspace starts with the playbooks consultants and coaches use.
Get started free