> ## Documentation Index
> Fetch the complete documentation index at: https://docs.instaforge.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Coach or expert

> Coaches, consultants, teachers and course creators. Qualify leads and book consultations.

**Goal:** answer questions about programmes, qualify people before a call, and book consultations.

## Set-up in order

<Steps>
  <Step title="Create from the Coach, expert or courses template">
    It adds a consultation request flow.
  </Step>

  <Step title="A qualifying question flow">
    Name, goal, experience level, budget, then a consultation time. Send the answers to the CRM with the webhook.
  </Step>

  <Step title="Knowledge">
    Programmes, prices, what's included, who it's for and who it isn't, results and testimonials the coach wants to share.
  </Step>

  <Step title="Comment campaigns for lead magnets">
    "Comment GUIDE and I'll send you my free 5-day plan."
  </Step>

  <Step title="Packages">
    A package of 5 or 10 sessions at a better price.
  </Step>
</Steps>

## Example texts

**Welcome:**

> Hi! I'm Coach Demo's assistant. Ask me about programmes and prices, or book a free 15-minute call.

**Starter questions:** Programmes · Prices · Free call · Free guide

<Tip>
  Use **Step by step** style for the qualifying flow. People expect a short form before a call, and the answers come out cleaner.
</Tip>


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