Industry · Consultants & Coaches
Spend more time with clients. Less time on admin.
Solo consultants, agencies, and coaches: your calendar, proposals, invoices, and email shouldn't eat half your week. We build the back office that runs itself.
Demo Website
See what a premium consultants & coaches website looks like.
We built a full demo site — Atlas Advisory — to show exactly what a custom website, dashboard, and automation system looks like for consultants & coaches. Explore the features, dashboard, and workflows.
14
Active Clients
$28.4K
Monthly Revenue
48h
Proposal to Signature
6 hrs
Admin Time Saved/Week
What you'd see
A live dashboard built for your consultants & coaches.
Illustrative example. Real builds are tailored to your data sources and KPIs.
Sonoran · Practice OS
Solo + 2 contractors · this month
Active clients
14
▲ 2 new
MRR
$28,400
▲ 9%
Proposals out
5
▲ $48k
Admin hrs
3.2
▲ 6 hrs saved
Revenue · last 14 days
Last 14 daysNext-step queue
- Send
Discovery · Atlas Logistics
Intake filled · proposal drafted
- Sent
Invoice · Northstar Q3
Auto-sent · net 15
- Live
Onboarding · new client
Portal live · kickoff Thu
- Draft
AI knowledge assistant
12 client questions drafted
What's slowing you down
Pain points we hear most.
- Discovery calls scheduled by hand across timezones
- Proposals that take an hour each to format and send
- Invoices forgotten until cashflow gets tight
- Repeat client questions answered the same way every time
Recommended systems
What we typically build.
Booking & intake flow
Lead form → qualifying questions → calendar → contract → deposit — fully automated.
Proposal automation
Templated proposals generated from intake answers in under 5 minutes.
Client portal-lite
One link with project status, files, invoices, and next steps for each client.
AI knowledge assistant
Trained on your past answers/playbooks to draft replies to common client questions.
Services
Core services we deliver for consultants & coaches.
Every engagement is tailored — but these are the building blocks we use to create your system. Mix and match based on what your business needs most.
Tools we connect
Already using these? Good.
We integrate with the platforms your industry runs on so nothing has to be replaced.
Sample workflow
From inquiry to follow-up.
- 01
Prospect books a discovery call via your site.
- 02
Pre-call intake form fills your CRM automatically.
- 03
After the call, a tailored proposal is drafted in minutes.
- 04
Signed proposal triggers deposit invoice + onboarding email.
- 05
Client portal-lite goes live with timeline, files, and next steps.
Case study placeholder
Phoenix strategy consultant
Reduced proposal-to-signature time from 9 days to under 48 hours. Recovered roughly 6 hours a week of admin time.
Why us
Why Sonoran for consultants & coaches.
Industry-specific builds
We don't use generic templates. Every system is built for how consultants & coaches businesses actually operate day-to-day.
Your tools, connected
We integrate with your existing software stack — no rip and replace. Everything talks to everything.
Arizona-based, hands-on
Tucson-based team, available by phone. We meet you where you are and speak plain English.
Own everything we build
No vendor lock-in. You own your website, data, automations, and dashboard. Walk away anytime.
FAQ
Common questions from consultants & coaches owners.
How long does a typical build take?
Most projects launch in 3–5 weeks. Complex dashboard + automation builds may take 6–8 weeks. We'll give you a clear timeline during intake.
Do I need to switch my existing tools?
No. We integrate with the tools you already use. The goal is to connect everything, not replace it.
What does it cost?
Websites start at $1,750. Dashboards start at $2,500. Automations start at $1,500. We scope every project individually — no surprise fees.
Can I see a demo before committing?
Yes — explore our Atlas Advisory demo to see exactly what we'd build for your business.
What happens after launch?
Website builds include 3 months of care. For ongoing support, we offer monthly retainer packages starting at $500/mo.
Ready to bring this to your consultants & coaches business?
Submit a free inquiry or book a strategy call. We'll help you decide what to build first.