Coaching and advisory
A coaching practice that lives or dies on follow-up.
Klipy is the AI CRO, the agentic CRM for coaches that logs every conversation and drafts every follow-up so no client waits days.
Trusted by the best rainmakers and sellers
Built for the practitioner running the practice alone.
If you're the coaching, the admin, and the whole business, this is for you.
- The solo coach with a full calendar, no assistant.
- The fractional advisor juggling a handful of active clients.
Klipy does the assistant's job around the coaching, so the relationship gets your full attention.
The agentic CRM for coaches, session by session.
The discovery call gets a reply before they move on.
- Booked straight from your real availability
- Recap ready before you write back
- Follow-up drafted in your voice, waiting
Nothing goes out until you click send.
August 2026
Tuesday, 18
What was promised in session four doesn't live in your head.
- Every prior session on one timeline
- Merged history, not scattered notes
- Session five starts where four left off
The re-enrollment window doesn't close while you're fully booked.
- Renewal point tracked, not left to memory
- Check-in drafted before the window shuts
- Nothing sent without your review first
I chose Klipy because it looked easy and suited the way i work. Having my PA as a platform is making me save approx 1 - 1.5hrs per day + saving the expense of a virtual assistant. Looking forward to what's coming next.
Frequently asked questions
Common questions about Klipy for Coaching and Advisory.
Do I need a CRM background to use this?
No. Klipy works as the agentic CRM for coaches, replacing the notebook, the spreadsheet, and the memory you rely on today, not handing you a sales tool built for a team you don't have.
Does it work with only a handful of active clients?
Yes, that's exactly the shape it's built for. Klipy holds deep context on a small number of relationships, what was said in session three, what's due in month eight, without you carrying it all.
Can clients book a discovery call without email back-and-forth?
Yes. Your booking link lets a prospective client pick a slot from your real availability, no email thread required to land on a time that works.
Will it ever contact a client without me first?
No. Not a follow-up, not a scheduling reply, not a renewal note. Everything waits for your explicit approval before it goes out.
Is there a free plan for a solo coaching practice?
Yes. Free is $0 a month with 200 actions and up to two inboxes, no credit card, so a solo practice can try it on real clients first. Paid seats start at $39 a seat a month when you need more.
How is this different from a general CRM like HubSpot?
A general CRM waits for you to open it and type in what happened. Klipy captures each client conversation on its own and drafts the follow-up or recap for you, so the record stays current without the data entry.
See how Klipy fits the rest of your workflow.
The practice runs on you remembering everyone. Klipy remembers too.
Every follow-up still waits on your approval before it sends.
Klipy for Coaching and Advisory
Coaching and Advisory is a solution page on Klipy.ai targeting solo coaches and fractional advisors who run their practice alone. Klipy works as the agentic CRM for coaches: a meeting notetaker records and recaps every session, follow-ups draft in the practitioner's own voice for review, and client context carries across a full program of sessions. Klipy tracks when a client relationship is approaching its renewal or re-enrollment point. Every outbound message, from a check-in to a re-enrollment note, waits for the practitioner's explicit approval before it sends. Testimonial from Phil Bouwman, Head of Strategy & Commercialization at Million Circles. Klipy is CASA Tier 2 compliant and GDPR-aligned.
Built for: Coaches and advisors / solo practices
Related: Product, AI sales agent, Pricing
Do I need a CRM background to use this?
No. Klipy works as the agentic CRM for coaches, replacing the notebook, the spreadsheet, and the memory you rely on today, not handing you a sales tool built for a team you don't have.
Does it work with only a handful of active clients?
Yes, that's exactly the shape it's built for. Klipy holds deep context on a small number of relationships, what was said in session three, what's due in month eight, without you carrying it all.
Can clients book a discovery call without email back-and-forth?
Yes. Your booking link lets a prospective client pick a slot from your real availability, no email thread required to land on a time that works.
Will it ever contact a client without me first?
No. Not a follow-up, not a scheduling reply, not a renewal note. Everything waits for your explicit approval before it goes out.
Is there a free plan for a solo coaching practice?
Yes. Free is $0 a month with 200 actions and up to two inboxes, no credit card, so a solo practice can try it on real clients first. Paid seats start at $39 a seat a month when you need more.
How is this different from a general CRM like HubSpot?
A general CRM waits for you to open it and type in what happened. Klipy captures each client conversation on its own and drafts the follow-up or recap for you, so the record stays current without the data entry.
Website: https://klipy.ai/solutions/coaching-and-advisory