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Turn Interest Into Conversion-Ready Opportunities

For coaches, consultants, and expert-led service businesses.

Strategy + CRM + Systems Implementation

Consofta helps you build and optimize the sales and marketing systems behind your business, from lead capture and follow-up to booking and conversion.

Better-fit prospects move toward becoming clients faster without you managing every step, giving you more time to do the work you built your business to do.
You’re great at your work...

But Your Client Acquisition Process Shouldn’t Depend on You.

You did not start your business to spend your days sorting leads, chasing people for replies, updating spreadsheets, or figuring out which message to send next.

When inquiries are scattered across texts, emails, DMs, calls, forms, and your website, follow-up can depend too much on your memory and timing.

It leaves you thinking:

“If I’m not answering every call and following up with every lead, I’m leaving potential clients—and money—on the table.”

And the worst part? You are spending time on all of it and still unsure whether it is working.

You need a better system if:

  • New inquiries are coming in, but follow-up is inconsistent.
  • You are the person who has to remember every next step.
  • Leads live across texts, email, social DMs, forms, and missed calls.
  • You do not have a clear view of who is interested, who needs a response, or what is working.
  • You know opportunities are slipping through the cracks, but do not have time to build the solution yourself.

That’s exactly why we built Consofta. We help you turn scattered interest into organized conversations, so client acquisition no longer depends on you managing every step yourself.

how does the Consofta System work?

Consofta combines strategy, lead capture, follow-up, and prospect visibility into one connected client-acquisition process. So fewer opportunities fall through the cracks and every interested prospect has a clearer next step.

Step 1

Find the
Leaks

We review your current inquiry flow, follow-up process, tools, and customer journey to identify where opportunities are being delayed or lost.

Step 2

Design the Right System

We map the simplest practical process for your business, from first inquiry through booking, follow-up, and the next conversation. 

Step 3

Build and Connect it

We configure your CRM, pipeline, forms, calendar, automations, messages, and reporting so they work together.

Step 4

Launch with Confidence

We test the system, train you on what matters, and make sure you have a clear way to manage the opportunities coming in.

what changes after the Consofta System ?

BEFORE
Interest comes through texts, DMs, forms, calls, and email.
AFTER
Every inquiry enters one organized system.
You have to remember who needs a response.
Follow-up and reminders happen consistently
Booking requires back-and-forth.
Qualified prospects have a clear next step to schedule.
You cannot tell what needs attention.
You can see stalled opportunities and priorities in one place.

You do not need another dashboard full of features. You need the right parts connected around how your business turns interest into people ready to buy.

STRATEGY BEFORE SOFTWARE

A CRM can store your leads.

It cannot tell you who to prioritize, what to say, or what should happen next.

Generic CRM companies give you access to software and a menu of services.
Consofta installs the strategy-led client-acquisition system behind your business. We give your process direction, then build the system to carry it out.

Before we build the technology, we clarify who you are trying to reach, what makes them ready to act, how your offer should be positioned, and the clearest next step toward a conversation.

We look at the full path from initial interest to a booked call: what prospective clients need to see, understand, and experience before they are ready to take that next step.

This is how your system becomes more than a place to store contacts. It becomes a client-acquisition process built around your business, your prospective clients, and the work you are best positioned to do.

We make strategy accountable by asking:

Audience Fit

Are the right people recognizing themselves in your message and taking the first step?

Message Clarity

Does your follow-up speak directly to what prospective clients need, want, and need to understand before they are ready to talk?

Next-Step Design

Is there a clear, low-friction path from initial interest to a discovery call, application, or sales conversation?

Follow-Up Performance

Is every inquiry receiving the right response at the right time, without depending on you to remember every step?

Conversation Quality

Are more of the people entering your calendar genuinely aligned with the work you do best?

Is the Consofta System right for you?

Consofta is built for businesses already receiving interest but losing momentum after the first inquiry.

We do not promise a specific number of leads, appointments, or sales. We help you make more of the interest your business is already creating.

CLIENT PROOF

Built around how the work actually gets done.

Consofta does not install generic software. We build connected systems around the gaps that keep opportunities, communication, and operations from moving forward.
CLIENT OPINION
"What they've built is something really valuable for people trying to make a difference in the world. We need their kind of back-end marketing operations."

Henderson Smith

Founder, Living Well Therapies

Pivot to Your Next Academy

One Connected System. $800/month saved!

Before
CRM, invoicing, email marketing, and social-media tools were spread across multiple subscriptions.
Installed
One connected system for client records, payment processing, email follow-up, and broker-training workflows.
Now
About $800 per month in overlapping software subscriptions was removed, creating a more scalable system.

CNI Solutions

Rental Booking and Client Operations
Before
Availability, booking, agreements, invoicing, reminders, and client follow-up needed to work as one process.
Installed
A rental portal connecting availability, booking, agreements, invoicing, reminders, and CRM follow-up.
Now
A connected client journey from availability through booking and follow-up, implemented in two weeks.
INVESTMENT AND SUPPORT

Build Consofta behind your client acquisition

You do not need another tool to figure out on your own. You need a strategy-led system built around how your business creates and handles interest.

"Make The Switch" Transition Bonus - For A Limited Time!

Move away from the multiple platforms you currently use to manage client acquisition, and Consofta can cover eligible cancellation costs up to $500 with a qualified implementation, making it easier to transition to one connected system. See terms and conditions

YOUR CONSOFTA IMPLEMENTATION

$3,497

One time Implementation Fee
We diagnose gaps, design client-acquisition paths, and install a system that captures interest, follows up, drives bookings, and flags priorities.
WHAT EVERY CONSOFTA IMPLEMENTATION INCLUDES
  • Client-acquisition strategy and process design
  • A customized CRM and opportunity pipeline
  • Sales pipeline and post-conversion follow-up
  • Inquiry capture, routing, and booking
  • Text and email follow-up automation
  • A dashboard that shows what needs attention
  • Testing, launch support, and training on the parts the client uses day to day
ONGOING INFRASTRUCTURE & SUPPORT

$297

Per Month
After implementation, your system stays active, supported, and ready to evolve as your business and follow-up needs change.
YOUR ONGOING SUPPORT INCLUDES
  • Continued access to your live Consofta system
  • Two 1:1 support and guidance meetings each month
  • Weekly group office hours
  • Regular system refinements as your business evolves
  • No long-term contract. Cancel anytime.
Each system is customized around the business. Depending on the approved scope, Consofta can also configure qualification flows, booking and reminder paths, re-engagement for prospects who go quiet, missed-call text-back, proposal follow-up, lead reactivation, referral workflows, reviews, AI assistance, and approved integrations. Phone, SMS, WhatsApp, advertising spend, and certain third-party integrations may carry separate usage fees. We identify those before they are added.

Ask about a FREE Digital Business Card through CardIQ, a Consofta Platform

Share your contact information, links, and services instantly with one tap or scan.

The 90-Day Double-Down Guarantee

Most implementations target go-live within 30 days; the 90-day guarantee protects the full implementation timeline.

If you complete the agreed onboarding and collaboration steps, your approved Consofta system will be captured, connected, tested, and ready to use within 90 days.

If it is not, we will continue working at no additional cost until it is.
Apply For a Conversation
Client Opinion

What they've built is something really valuable for people trying to make a difference in the world. We need their kind of back-end marketing operations.

Henderson Smith
Founder, Living Well Therapies

Questions You May Still Have

No. A CRM is one component of the system.

Consofta starts with the strategy behind your client-acquisition process: who you are trying to reach, what they need to hear, what should happen after they show interest, and where opportunities are getting lost. Then we build the CRM, follow-up, automation, pipeline, and visibility needed to carry that strategy out.

Consofta focuses on what happens after someone shows interest: capturing the inquiry, responding consistently, organizing the opportunity, and creating a clearer path to conversation.

We do not guarantee a specific number of leads, appointments, or sales. We help you make more of the interest your business is already creating.

No. We build the system and show you the parts you need to use day to day. You stay focused on serving clients and having the conversations only you can have.

Every business is different, but our goal is to get your core system built, tested, and ready to use as efficiently as possible. If you complete the agreed-upon onboarding and collaboration steps, our 90-Day Double-Down Guarantee ensures we stay engaged until your system is fully installed and operational.

Your Consofta license is $297 per month. Some optional services, such as phone and SMS usage, advertising, WhatsApp, or certain third-party integrations, may have separate usage fees. We will discuss any applicable costs with you before they are added.

Ready to Stop Carrying Client Acquisition in Your Head?

Build the system that captures interest, organizes follow-up, and gives the right prospects a clear path to conversation.
Apply For a Conversation

Want to See How It Works?

Take the private 7-minute Consofta walkthrough.
See Consofta in Action

Growth Blueprint™

Clarity creates cash flow. Every. single. time.
Imagine knowing exactly what to focus on to grow your business — and what to ignore — for the next 90 days. No more random marketing. No more chasing tactics that don’t compound. No more guessing what might work.

Site-to-Sell™

Generate more leads
With Site-to-Sell™ Optimization, we transform your website into a lead-conversion engine. From adding clear call-to-action buttons to creating a design that builds trust, we optimize every element of your site to guide visitors toward booking your services.

LeadLine™

Speed to lead. Every. Single. Time.
Imagine every call, text, or inquiry your business gets being answered, routed, and followed up on automatically—whether you’re on the job, in traffic, or relaxing at home.

EasyBook™

Keep your calendar full
How much time do you spend going back and forth trying to schedule appointments? It’s frustrating for you, and it’s frustrating for your customers. The Easy Book System™ solves that problem once and for all.

Connected Crew™

Connected visibility framework
You know your customers are on social media, but are you showing up where they’re looking?

The Connected Crew™ Social System links all your social media accounts into one seamless, professional network.

Customer Connection™

Simplify Conversations
Every lead you get is valuable, but not every lead is ready to hire you today. So how do you stay top of mind for the next time they need your services? The Customer Connection Hub™ is the answer.

Social Quicklinks

Turn Clicks Into Customers
Ever wonder where your social media clicks go? Most businesses lose potential customers by sending everyone to the same generic homepage. The Social QuickLinks Funnel™ changes that.

Custom 90-Day Roadmap

Execution Requires Order
No more scattered priorities. No more reacting to whatever feels urgent. No more wasting time on tactics that don’t move revenue. Your Custom 90-Day Roadmap translates strategy into a clear, sequenced action plan built around measurable growth.

Growth Calibration

momentum requires measurement. every. single. cycle.
No more scattered priorities. No more reacting to whatever feels urgent. No more wasting time on tactics that don’t move revenue. Your Custom 90-Day Roadmap translates strategy into a clear, sequenced action plan built around measurable growth.
Turn more attention into qualified opportunities.
Reduce missed opportunities by improving how inquiries are captured, organized, and routed.

Example Consofta Improvements

  • Lead capture forms
  • Booking calendars
  • Missed-call text back
  • Centralized inquiry management
  • Lead routing systems

Typical Independent Setup Cost: $1,200

See your price below
Create faster and more consistent follow-up.
Don't lose opportunities because follow-up depends too heavily on manual effort.

Example Consofta Improvements

  • Automated SMS follow-up
  • Appointment reminders
  • Lead nurture campaigns
  • Reactivation campaigns
  • Internal notifications

Typical Independent Setup Cost: $1,800

See your price below
Improve how leads become paying customers.
Optimize the customer journey so opportunities move through the sales process more effectively.

Example Consofta Improvements

  • Sales pipelines
  • Proposal follow-up
  • Referral systems
  • Consultation qualification
  • Booking optimization

Typical Independent Setup Cost: $1,500

See your price below
Gain clearer visibility into what’s working.
Track performance so growth decisions are based on real operational insight instead of guesswork.

Example Consofta Improvements

  • KPI dashboards
  • Lead attribution tracking
  • Campaign tracking
  • Reporting automation
  • Customer journey visibility

Typical Independent Setup Cost: $1,200

See your price below
Keep customer communication organized and consistent.
Streamline communication so conversations stop getting lost across disconnected platforms.

Example Consofta Improvements

  • Communication hub
  • Automated customer updates
  • Reminder systems
  • Text-based workflows
  • Seasonal outreach campaigns

Typical Independent Setup Cost: $900

See your price below
Reduce operational chaos as your business grows.
Eliminate repetitive tasks, improve consistency, and reduce friction through connected systems.

Example Consofta Improvements

  • CRM organization
  • Workflow automations
  • Administrative automation
  • Tool consolidation
  • Staff process improvements

Typical Independent Setup Cost: $1,500

See your price below

KPI Accountability with The Consofta Client acquisition system

At Consofta, we ask and track:

Infrastructure KPIs: Is the Consofta Client Acquisition System properly installed?
Visibility KPIs: Are the right people finding you? 
Lead KPIs: Are we generating qualified opportunities?
Revenue KPIs: Are our improvements contributing to business growth?
Efficiency KPIs: Are our approaches reducing friction and saving time?

I want the Consofta Client Aquisition System

Lead Capture: No more missed calls, forgotten inquiries, or leads slipping through the cracks.

Independent Cost
$1,200

Follow-Up & Automation: No more inconsistent follow-up or relying on memory to keep opportunities moving.

Independent Cost
$1,800

Conversion Optimization: No more stalled deals, confusing customer journeys, or wasted opportunities.

Independent Cost
$1,500

Visibility & Tracking: No more guessing what’s working or flying blind on marketing decisions.

Independent Cost
$1,200

Customer Communication: No more scattered conversations across texts, social media, email, and phone calls.

Independent Cost
$900

Operational Efficiency: No more duct-taping disconnected tools together just to keep the business running.

Independent Cost
$1,500

Total Value: $8,000+

Most businesses end up piecing these systems together across multiple tools, freelancers, consultants, and disconnected processes.

Consofta organizes and implements them into one connected customer acquisition system.

Most businesses end up piecing these systems together across multiple tools, freelancers, consultants, and disconnected processes.

Consofta organizes and implements them into one connected customer acquisition system.

What You Pay Today:

50% off at $4000/month

start your 90-day sprint for as low as a $3,497 one-time payment.
After that, acquire an infrastructure license starting at $297/month*.
No more guessing. No more hustle. Just real, measurable growth.
It’s time to grow your profits the easy way.
*See terms and conditions.

AND TO MAKE THIS DEAL EVEN SWEETER, WE ARE OFFERING OUR 90-DAY DOUBLE-DOWN GUARANTEE!

The 90-Day Double-Down Guarantee™
If you fully engage in the process — attend your sessions, implement the roadmap, and collaborate with us — and your Client Acquisition System is not fully installed, operational, and generating measurable forward momentum within 90 days…

We continue working with you at no additional cost until it is.

No excuses.
No disappearing.
No half-built infrastructure.
You either have a functioning, revenue-aligned marketing foundation — or we stay in the trenches with you until you do.

Because we don’t win unless your machine works.

Let The results

speak for themselVES!

Here's what happy customers are saying:

Joe, Business Owner
I used to miss so many calls because I couldn’t answer fast enough. Now, every lead gets followed up. Game changer!

Dan N.
Consofta gets it. This isn’t some corporate nonsense—this is what works for guys like me.

Jenn S.
Man, this team are just the best in the business. They’re amazing. They have been a huge resource, not just the support — which is huge for my customers — but also just being able to access the team and ask them questions. They’re just the best in business. I couldn’t recommend them more.

Micah S.
This is exactly what I needed in order to scale. And to be honest, I've met with them a couple of different times, and they answered all my questions + dropped those WISDOM BOMBS on me. Genuinely, I can tell they just want to help and that means a lot to me.

Let The results

speak for themselVES!

I used to miss so many calls because I couldn’t answer fast enough. Now, every lead gets followed up. Game changer!

Joe M.

Man, this team are just the best in the business. They’re amazing. They have been a huge resource, not just the support — which is huge for my customers — but also just being able to access the team and ask them questions. They’re just the best in business. I couldn’t recommend them more.

Katie S.

Consofta gets it. This isn’t some corporate nonsense—this is what works for guys like me.

Dan N.

This is exactly what I needed in order to scale. And to be honest, I've met with them a couple of different times, and they answered all my questions + dropped those WISDOM BOMBS on me. Genuinely, I can tell they just want to help and that means a lot to me.

Micah H.

if you still have

questions....

No. A CRM is one component of the system.

Consofta starts with the strategy behind your client-acquisition process: who you are trying to reach, what they need to hear, what should happen after they show interest, and where opportunities are getting lost. Then we build the CRM, follow-up, automation, pipeline, and visibility needed to carry that strategy out.

Consofta focuses on what happens after someone shows interest: capturing the inquiry, responding consistently, organizing the opportunity, and creating a clearer path to conversation.

No. We build the system and show you the parts you need to use day to day. You stay focused on serving clients and having the conversations only you can have.

Every business is different, but our goal is to get your core system built, tested, and ready to use as efficiently as possible. If you complete the agreed-upon onboarding and collaboration steps, our 90-Day Double-Down Guarantee ensures we stay engaged until your system is fully installed and operational.

 

Your Consofta license is $297 per month. Some optional services, such as phone and SMS usage, advertising, WhatsApp, or certain third-party integrations, may have separate usage fees. We will discuss any applicable costs with you before they are added.

Ready to Build a Better Way to Handle Interest?

You do not have to keep every inquiry, follow-up task, and next step in your head.

Apply for a conversation, and we will look at where opportunities are getting stuck and whether Consofta is the right system to help you move them forward.
Apply for a Conversation
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