The Client Booking OS
Automate your lead capture, client bookings, and onboarding with one simple system.
Built to scale effortlessly—for coaches, consultants, and service providers.
Core Features
Signed-Paid-Onboarded Flow
Let’s be honest — you hate being ghosted after sending a carefully crafted proposal, leaving hours wasted and uncertainty lingering.
Use our SPO (Signed-Paid-Onboarded) Flow to automate the entire proposal process — from sending proposals and contracts to payment and onboarding reminders. This system respectfully follows up for you, notifies you instantly when a step is completed, and dramatically reduces no-shows. Save hundreds of hours and avoid the need to hire costly sales or admin assistants.
Automated DM & Booking System
Your inbox feels chaotic, and you probably spend more time chasing leads than coaching or delivering your service.
Our Automated DM & Booking System turns Instagram comments, messages, and other lead sources into booked calls without you lifting a finger. The system handles qualifying conversations, calendar integration, and confirmations — so your calendar fills with only serious prospects who are ready to buy.
IG DM Client-Closing Machine
You’re showing up consistently — posting, engaging, even going hard on stories — but your DMs are a mess, leads aren’t converting, and nothing feels predictable.
Turn your IG into a client-closing machine with our fully automated DM system:
✅ Comment-to-DM — Trigger smart conversations the moment someone engages with your posts
✅ Story-to-DM — Turn story replies into booking flows automatically
✅ Nurturing Flows — Guide cold leads into warm, ready-to-book prospects — without ever manually following up.
Your DMs become a high-converting funnel, not a dead-end. While others are still chasing leads manually, you’re waking up to bookings.
All-In-One Unified Inbox
Your communication lives in five different platforms. One day it’s Instagram. Next day it's email. Then it’s Facebook, Slack, and WhatsApp. Leads get lost, follow-ups are forgotten, and clients feel neglected.
With the Unified Inbox inside the Client Booking OS, every message — from IG, FB, email, website forms, and even SMS — is centralized in one place.
✅ Respond faster
✅ Tag and organize leads
✅ Track the full conversation history
✅ Never miss a hot prospect again
No more bouncing between apps or letting money slip through the cracks. You’ll handle every conversation from one command center — like a pro.
Leverage AI-powered automation
Mini AI-agents within your Client Booking OS that sell your services, engage leads conversationally, and book calls for you—24/7.
Why Choose the Client Booking OS?
No more jumping between tools. Manage leads, bookings, and payments from one dashboard.
Get the power of a full client acquisition team — without the payroll or burnout.
No tech skills? No problem. We build and launch your automation system for you — hands-free.
Never let a hot lead slip away again. Timely follow-ups fire off automatically to close more deals.
From proposals to onboarding, let every interaction reflect the high-quality expert you are.
Manage leads, bookings, and clients on-the-go with a powerful mobile app and desktop dashboard.
This is for you if..
You're facing
Emotional Impact
How CBOS solves it
Done-For-You Client Booking Systems
Your entire client pipeline — from lead capture to onboarding — fully automated.
Choose the plan that fits your growth stage. We’ll handle the tech. You focus on serving.
For solo providers who want to look professional, save time, and start booking consistently.
Get Found & Start Conversations
Book More Clients
Close With Confidence
Stay Organized & in Control
For service providers ready to scale with a fully automated client acquisition and onboarding system.
Attract, Filter & Qualify Automatically
Automate Deeper Sales Journeys
Convert More with Smart Nurturing
Scale with Precision
Results You'll Love
Without the technical headache and time delay.
