Services

Build a Bold Brand with Intakely Expertise.

Our Services

We handle the conversations before the sale, so you can focus on closing and delivering results.

Intakely acts as your dedicated coaching assistant, managing prospecting, outreach, follow-ups, qualification, and booking — so you never waste time chasing leads or answering cold DMs.

1000+

Conversations Handled

800+

Happy Client

Dozens of coaches supported

Trusted by coaches building consistent client pipelines

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What we offer

What We Handle For You

Prospecting & Outreach
We research, identify, and message your ideal prospects daily using platform-specific scripts
Prospecting & Outreach
We research, identify, and message your ideal prospects daily using platform-specific scripts
Conversation Management
We handle replies, follow-ups, and ongoing conversations to keep leads moving forward.
Conversation Management
We handle replies, follow-ups, and ongoing conversations to keep leads moving forward.
Lead Qualification
We filter out bad-fit prospects so only qualified leads reach your calendar.
Lead Qualification
We filter out bad-fit prospects so only qualified leads reach your calendar.
Booking System Setup
We build a professional booking page that explains what you do and allows prospects to book directly with you.
Booking System Setup
We build a professional booking page that explains what you do and allows prospects to book directly with you.
Tracking & Reporting
You receive clear weekly reports showing messages sent, replies, booked calls, and warm leads.
Tracking & Reporting
You receive clear weekly reports showing messages sent, replies, booked calls, and warm leads.
Dedicated Assistant Support
A dedicated outreach assistant manages the entire intake process on your behalf.
Dedicated Assistant Support
A dedicated outreach assistant manages the entire intake process on your behalf.
How Intakely Works

Let’s collaborate to make your brand a true masterpiece.

01
Understand Your Business & Ideal Client

We start with a detailed questionnaire to understand your offer, pricing, target market, and ideal client — including who to reach and who to avoid.

02
Research & Choose the Primary Outreach Platform

Based on research, we identify where your ideal clients are most active and select one primary platform (Facebook, Instagram, or LinkedIn) for focused outreach.

03
Build Your Intake System

We create a dedicated outreach profile representing your team, write custom scripts, and build a short booking page connected directly to your calendar.

04
Prospect, Message & Book Appointments

We prospect daily, send messages, manage conversations, qualify leads, and book appointments directly onto your calendar.

05
Track, Report & Optimize

You receive weekly reports, and we optimize scripts every two weeks to improve replies, lead quality, and booked calls.

Why Choose Us

Why Coaches Choose Intakely

We are not a marketing agency. We are your coaching assistant, focused on one thing: booking qualified sales calls.
Focused Outreach

We research and target people who match your ideal client profile — not random cold lists.

Assistant-First Model

We act on your behalf using a dedicated team profile, never impersonating you.

Proven, Repeatable Process

Simple systems designed to create consistent conversations and bookings.

Clear Boundaries

We don’t coach, close, or upsell. We focus only on prospecting, qualification, and booking.

Testimonial

Client Feedback & Reviews