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Coaching templates

Ready-to-go chatbot templates that you can customize for your business

Qualified live chat

Qualify website visitors before inviting them to a live chat conversation with you or your team.


Qualified scheduled meeting

Qualify website visitors before inviting them to schedule a meeting with you or your team.


Qualified lead engagement

Qualify website visitors before inviting them to choose how they connect with you or your team: live chat or a scheduled meeting.


Instant lead engagement

Invite all website visitors to immediately connect with you or your team. Ideal for paid campaigns or landing pages where you don’t need to qualify leads.



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Coaching chatbot templates


Coaching covers companies and individuals who offer personal skills coaching services.

Coaching industries could include:

  • Life coaching
  • Business coaching
  • Executive coaching
  • Career coaching
  • Leadership coaching
  • Internal coaching
  • Humanist coaching
  • Adult development coaching
  • Cognitive coaching
  • Systemic coaching
  • Goal-oriented coaching
  • Adaptive coaching
  • And more…

As a professional coach, your time is best spent with people, and not in front of your computer. Unfortunately, the way to get new clients, and schedule coaching sessions, is through your website or email. Assigning someone to this position is expensive, and doing it yourself is a waste of your time. With chatbots on your website, you won’t need to do either. A coaching chatbot can engage with your website visitors, share important information with them, and book sessions. All this, while you continue to do what you do best.

You can use our coaching chatbot templates to personally engage your clients in an interactive way.

Coaching chatbots can be a perfect addition to your website experience for clients. All it takes is a bit of planning, fine-tuning, and the right chatbot template to start with.

Which coaching chatbot template should I use?


You can use different coaching chatbots for:

  • Capturing new client information
  • Providing answers to FAQs
  • Providing basic industry news or coaching tips
  • Sharing important session information
  • Scheduling one-on-one or group sessions
  • Client feedback
  • And more…

Informational chatbots for coaching

Informational chatbots are a great way to provide guidance to website visitors. You can use them to quickly send clients to relevant pages on your website. You can use them to answer FAQs and reduce the volume of emails your team receives.

Lead capture chatbots for coaching

Use lead capture templates to gather client details. These are ideal for capturing new client information.

Lead qualification chatbots for coaching

Lead qualification chatbots qualify website visitors with a few key questions before inviting them to join a live chat or schedule a meeting with your team. These are ideal for website pages where you need to qualify leads before inviting them to engage with your team.

Lead engagement chatbots for coaching

Lead engagement chatbots invite leads to choose how they engage with your team, through live chat, instant call, or a scheduled meeting. These chatbots are ideal for when you need to qualify leads before engaging with them.

How do I get started with my coaching chatbot?


First, have a little look around at what other people are doing. Your coaching chatbot strategy should be as unique as your business, so it’s best not to copy. Rather, see what works well, and what doesn’t, and carve your own path from there.

Next, it’s important to define your chatbot goals. Is the purpose of the chatbot on the page to capture client information, answer FAQs, or to schedule sessions? Do you need different chatbots for different pages to achieve your goals? Think about how you can improve the pages on your website with a coaching chatbot.

Now, go on and make your first chatbot. Start with something simple. Once it’s working, you can try more complicated chatbots with advanced audiences and targeting. You can use one, or many, of our predefined coaching chatbot templates to help you get started. Customize them to suit your website, brand, and tone of voice.


Finally, it’s important you continue to monitor and optimize your coaching chatbots. Keep an eye on how your chatbots are performing against your goals. Take the time to optimize and improve the website experience for your clients.

Why should I use a coaching chatbot?


Coaching chatbots will help to grow your business, delight your clients, and save your team time.

  • A chatbot can speed up your processes, allowing you to focus on the best coaching for your clients. Chatbots can handle multiple conversations at once, unlike humans. With a chatbot you can capture information, engage, and schedule sessions with more clients.
  • Your clients want and expect an easy experience. They want quick responses, so they can carry on with their lives. A well-designed coaching chatbot is a great way to delight clients. It should be easy to use, saving them time, while also providing all the information they need.
  • You and your team only have so many hours in the day, and you don't want to waste them on repetitive tasks. Adding coaching chatbots to your website is like adding a person, or even people, to your team. They'll work 24/7, engaging with website visitors, answering clients, and scheduling meetings.

Your clients want to use chatbots

Messaging apps have become second-nature. Your clients use them to connect with friends, and engage with brands. Chatbots are like a messaging app for your website. They’re an easy and engaging way for your clients to connect with you.

Your clients have their own lives to worry about. The last thing they want is a long wait to schedule with you. Coaching chatbots offer instant, customized responses.

Your competitors are using chatbots

It's never been easier to add chatbots to your website. The latest tools don't require coding skills or technical know-how. In fact, it takes a few minutes to build, customize, and publish a chatbot.

It’s just as quick and easy for your competitors to add chatbots to their websites. If they haven’t already, it's only a matter of time before they do.

Your team will love it when chatbots do their work

Decrease the time your team spends answering clients’ questions.

Chatbots are ideal for repetitive tasks. For example, they can capture information, answer FAQs, and schedule paid sessions. They can do this 24/7 and will never complain or ask for a pay raise.

Meanwhile, you and your team have more important things to focus on. Chatbots can't replace humans (at least, not yet) but they can lighten the load for your team.

It’s as simple as that. Get your chatbots to work.

Save precious time, and money, with a coaching chatbot.

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