For UK coaching and education businesses # Every lead, call and payment where it should be, without anyone copying it across Applications, CRM, payments, programme and ad accounts connected in the tools you already use. Once it’s live, a failed step alerts us, and we fix it and replay what was missed. [Check my setup](https://nocodesolutions.ai/coaching#apply) · [See prices](https://nocodesolutions.ai/coaching#prices) 30-minute call. Nothing to pay or sign. Example 1. **Application sent from an ad** form → CRM, with source and answers · Delivered 2. **Sales call booked** calendar → CRM → setter told · Delivered 3. **Second instalment fails** payment → retry → team alerted · Replayed 4. **Client starts the programme** payment → access → welcome emails · Delivered 5. **Sale reported to the ad platforms** CRM → ad platforms, once each · Delivered An example of how one lead moves through a system we build. Every step is logged, and a failed step alerts us so it can be fixed and replayed. - 3,000+ · Automations built for clients, coaching and education businesses among them. - £1,500 · Health check, credited in full to a build booked within 60 days. - 30 working days · From your logins to live. If we miss it, two months of care at no charge. [See the conditions](https://nocodesolutions.ai/coaching#guarantee) - Your accounts · It runs in your accounts and keeps running if you stop. ## Where it usually breaks A lead applies on Tuesday night. The booking lands in the calendar but not the CRM, so the setter never calls. A payment plan instalment fails, and nobody sees it until the client asks why they’ve lost access. The ad account reports more sales than the bank does, so nobody knows which ads to trust. Each tool works. The gaps between them are where the money goes. ## What we build Seven parts, each with a test that says it is done. Every test runs in your own accounts with test leads and test payments before anything goes live. ### Applications and call booking Stops thisA booking lands in the calendar but not the CRM, and nobody calls. Applications and booked calls land in your CRM with the lead’s answers, source and ad, and the right person is told. Done whenFive test applications from different ads appear in the CRM with source and answers, and each booking reaches the right calendar. ### Setter and closer pipeline Stops thisLeads sit untouched for days because nobody owns the next step. Every lead has a stage, an owner and a next step in your CRM, from first call to signed. Done whenA test lead moves through every stage with the right tasks and alerts. ### Payments and payment plans Stops thisAn instalment fails on a Sunday and the client notices before you do. Every payment, in full or by plan, is recorded against the client in the CRM. Failed instalments are retried and flagged the same day. Done whenTest payments in full and by plan, plus one failed instalment, all show correctly in the CRM and the failure reaches the team. ### Onboarding Stops thisA new client pays, then waits a day for access while someone sets it up by hand. A new client gets access to the programme, the welcome emails and the right community space without anyone doing it by hand. Done whenA test client receives access and the welcome sequence within 5 minutes of paying. ### Ad conversions Stops thisThe ad platforms learn from form fills instead of from the people who paid. Sales from your CRM and payment provider are sent to Meta and Google as conversions, once each, so the ad platforms learn from real buyers. Done whenA test sale shows once in each ad platform’s event view and matches the CRM. ### Monitoring and replay Stops thisAn automation stops after a password change and nobody knows for weeks. Every step is logged. A failure alerts us, and anything that failed is replayed once it’s fixed. Done whenA deliberately broken step raises an alert within 5 minutes and the event replays correctly after the fix. ### Handover Stops thisThe person who set it up leaves, and nobody knows how it works. A walkthrough with your team, a one-page map of how it all connects, and a test you can run yourself. Done whenYour team has run the test themselves and it worked. ## How it works, and how long Planned for 30 working days from the moment we have your logins. You can stop after the health check and keep the report. 1. ### Setup check On a call, we follow one recent lead from ad to payment through your tools together, then send you a one-page summary. 30 minutesNothing to pay 2. ### Health check We send test leads through your whole setup, map every tool and hand-off, and mark each tool keep, fix or replace. £1,500Credited to a build booked within 60 days 3. ### Build and test We build in your own accounts and test every step with test leads and test payments before anything goes live. From £6,000Planned for 30 working days 4. ### Switch on and watch We switch it on and check every event for the first two weeks. 2 weeksIncluded in the build 5. ### Monitored care A failed step alerts us. We fix it within one working day, replay what was missed and send you a short report each month. £750 a month3‑month minimum ### What we need from you - Admin logins to your CRM, payment provider, calendar, programme platform and ad accounts - A server in your own account for the automation engine (we set it up; you pay the host directly) - Approvals of pipeline stages and email wording within 2 working days [Check my setup](https://nocodesolutions.ai/coaching#apply) · 30-minute call. Nothing to pay or sign. ## What it costs Health check paid upfront. Build: half to start, half at go-live. Care billed monthly in advance. ### Health check £1,500Paid upfront - Test leads sent from ad to payment - A map of every tool and hand-off - A report with each tool marked keep, fix or replace - Credited in full to a build booked within 60 days ### Standard system From £6,000Then £750 a month for monitored care - Applications and call booking into your CRM - Sales pipeline, payment plans and onboarding - Ad conversions, monitoring and replay - Half to start, half at go-live ### Custom system From £12,000Quoted after the health check - Tools outside our supported list - Several brands or programmes - Custom apps inside the system, such as a client dashboard We are not VAT registered, so these are the prices you pay. Monitored care has a 3-month minimum; after that you can stop with 30 days’ notice. Everything keeps running in your own accounts. [Check my setup](https://nocodesolutions.ai/coaching#apply) · 30-minute call. Nothing to pay or sign. Our guarantee ## Live in 30 working days If the standard system isn’t live within 30 working days of us having all your logins, you don’t pay for the first two months of care. It applies when: - All logins given within 3 working days of the kick-off call - Approvals given within 2 working days of each request - Every tool in the build is on our supported list That is £1,500 of monitored care at no charge. ## Works with what you already use We keep your CRM and connect the rest to it. Names for reference only; we are not a partner of these companies. - HubSpot - HighLevel - Close - Stripe - Kajabi - Circle - Calendly - Typeform - PandaDoc - Zoom - Slack ## Is this for you? ### It fits when - You sell a coaching, mentoring or education programme, usually from about £2,000 - Leads come from ads, applications and sales calls, with setters, closers or both - You take payment in full or by payment plan - Your tools work on their own, but things go missing between them ### It’s not for - Low-priced products sold at an online checkout without calls - Moving every tool to a new platform before fixing anything ### What we don’t do - Running your ads, writing your ads or managing ad budgets - Writing your sales pages, emails or claims about results - Taking sales calls or recruiting setters and closers - Running your community or delivering your programme - Moving years of old data between systems (quoted separately if needed) - Legal advice on your payment plans, terms or marketing claims ## Recent work for sales teams Described without names: client work stays private. Sales teams, AI on calls ### A sales dashboard with AI call scoring - AI transcription of calls - AI scoring of how closely the closer followed the script - Sentiment on each call - Leaderboards and reporting Scores, sentiment and rankings for each closer, in one dashboard. [Read the case](https://nocodesolutions.ai/work#ai-call-scoring) Sales teams, dialling platform and CRM ### A dialler and CRMs that stay in step - A tool that connects the dialling platform to the CRMs - Calls logged against the right lead in the CRM - Leads synced both ways, so a change in one system reaches the other - Reporting on calls and leads Calls and leads in one place, without anyone copying them across. [Read the case](https://nocodesolutions.ai/work#dialler-crm-sync) ## Who we are Nocode Solutions Ltd is a UK limited company, registered in England and Wales, company number [12004770](https://find-and-update.company-information.service.gov.uk/company/12004770). We have over 15 years of experience in software, data and automation, and have built more than 3,000 automations and over 100 custom apps for clients, coaching and education businesses among them. Email: [hello \[at\] nocodesolutions.ai](https://nocodesolutions.ai/contact) ## Questions people ask We tried this before and it broke. Why would this be different? The health check sends test leads through your whole setup and marks every tool keep, fix or replace before we quote for a build. Every part of the build then has a test that says it is done, and monitoring tells us when something fails. Do we have to change our CRM? No. We keep your main CRM and connect everything else to it. We only suggest replacing a tool when it is the cause of the failures. Another monthly bill? Care is £750 a month with a 3-month minimum, then 30 days’ notice. If you stop, everything keeps running in your accounts; you lose the monitoring, fixes and changes. Who owns it? You do. It runs in your own accounts and on a server in your name. We hand over the map and the logins. What about our clients’ data? It stays in your own accounts. Our contract includes a data processing agreement that lists every service the data passes through. Is 30 working days realistic? For the standard system, yes, when the logins and approvals come back on time. That is what the guarantee covers, with its conditions written out above. Where are your case studies? Recent builds are on our [work page](https://nocodesolutions.ai/work), without names, because client work stays private. We’ve built more than 3,000 automations and over 100 custom apps for clients, coaching and education businesses among them. For your own setup, the health check is how you judge us: you get a written report before you commit to a build. Do you take a share of our sales? No. You pay the prices on this page. Nothing is based on your revenue. Will this replace our setters or closers? No. They keep selling. The system puts each lead, booked call and payment in your CRM and tells the right person. We are not ready for a build. Is the call worth it? Yes. The setup check costs nothing, and the one-page summary is yours to keep whether or not you work with us. Can you help with our ads or sales calls? No. We build and look after the systems behind them, so your ads team and your closers have the right data. ## Check my setup Two quick questions, then where to reply. On a 30-minute call we follow one recent lead from ad to payment through your tools together, then send a one-page summary. The summary is yours to keep, whether or not you work with us.