Signed, scheduled, invoiced, paid.
The client signs your consulting agreement on their phone, pays the deposit, books the kickoff and gets a portal with everything they need from you. Then the monthly retainer bills itself, and the payment reminders go out without you writing another “just following up” email.
- Retainers and payment plans with automatic reminders
- Agreements with e-signatures, saved to each client’s record
- A CRM that tells you who to follow up with
- MondayTom signs your consulting agreement from his phone between meetings.
- Monday, 2 minutes laterYou say: “Consulting for Tom: $5,000 up front, then 6 monthly payments of $1,000.” The plan is built. You confirm, and it’s sent.
- WednesdayTom books the kickoff call from your calendar. His intake questionnaire is already filled in.
- Week 2Your working session recording and the draft deliverables are in his client portal.
- Month 4His payment is a few days late. The reminder already went out.
The unbilled part of the job
“I spent Sunday writing a proposal, a contract and an invoice in three different tools.”
“I hate sending the “just circling back on invoice #1043” email.”
“Referrals are great until they slow down, and I have no system for staying in touch with past clients.”
“Every client’s files live in a different shared folder, and I’m always resending links.”
“It’s feast or famine. When I’m delivering, nobody’s filling the pipeline.”
“My website still describes what I did three years ago.”
From first call to final invoice
Less time on admin you can’t bill for, and a pipeline that keeps moving while you deliver.
Win the work
A website you can update by talking to it, an intro-call booking page with your qualifying questions, and an assessment or short diagnostic that gives prospects a reason to reach out.
Put it in writing
Send an estimate, then the agreement for e-signature. Intake forms collect what you need before kickoff. Signed documents are saved on the client’s record with the date and IP address.
Deliver
Meet on Zoom Pro, included in every plan. Give each client a portal for recordings, files and resources. Text clients from your business number, not your personal cell.
Keep the pipeline full
Your CRM reminds you who to follow up with. A short newsletter keeps you in front of past clients and referral partners. Package what you know into a workshop, a course or a fixed-price offer that sells while you’re busy delivering.
One login. One bill.
Here’s what you can stop paying for separately.
Comparing platforms? See AttractWell vs HoneyBook, Keap, GoHighLevel, ActiveCampaign.
“I have dropped my Kajabi Account to run my business, strictly from AttractWell.”
Peer Educator & Consultant
Questions
Can I bill a monthly retainer?
Yes. Set up a recurring invoice once, by typing or just saying it, and it goes out every month with automatic reminders.
Can I send estimates?
Yes. Send an estimate, and when the client agrees, bill them with a one-time invoice, a payment plan or a recurring retainer.
Can clients pay a big invoice over time?
Yes. Offer your own payment plan, or let clients pay with Klarna, Afterpay or Affirm while you get paid up front.
I have a small team. Does that work?
Yes. See our team, practice and agency accounts.
What if I get stuck?
You talk to real people. Email support, training videos, and free small-group live help calls are all included, and we’ll help you move your pages, contacts and programs over from another platform.
Are there transaction fees?
AttractWell doesn’t charge any. Your payment processor’s standard card fees still apply.
Can I cancel?
Anytime, in a few clicks from the My Plan page. There’s no contract. See every plan.
Spend your hours on billable work.
Agreements, invoices, reminders, client files and follow-up in one login, so the admin stops eating your evenings.
Try it for $1 →Wear more than one hat?
Coaches write books. Authors give talks. Speakers end up coaching. See how AttractWell works for: