Coach more.
Chase less.
Every relationship and every client in one place. Passiv tells you who needs a follow up, drafts it in your voice and keeps each client on track from first hello to renewal. You hit send.
Hi Renee, congrats on the move to Tallis Group. I loved working with you at Fernway, and I'd be glad to help again as new leaders step up there. Open to a quick call?
- No promises about results
- Written in your voice from your samples
You became a coach to coach.
Not to keep relationships in your head, chase replies across three inboxes and remember every client's next step on your own.
Your calendar is feast or famine.
Some months you're fully booked. Other months you're refreshing your inbox and wondering where everyone went.
Good relationships go quiet.
Someone says maybe next month. Nobody follows up, and next month never comes.
Clients slip through the cracks.
Onboarding lives in your head, check-ins get missed and renewals sneak up on you.
Develop every relationship. Look after every client.
Passiv is where your relationships and clients live. It knows where each one stands, what happened last and what should happen next, and it drafts that next step for you.
From a name to a signed client.
New 3
Contacted 4
Call booked 1
Proposal 1
- Every relationship in one place. Website enquiries, referrals, past clients, event contacts and your LinkedIn export, with duplicates merged.
- Follow ups that never slip. Sequences for each situation, drafted in your voice and waiting in one short list each morning. A reply stops them.
- The full history. Every message, call, note and stage move on one timeline, so you walk into each call knowing the story.
- A pipeline you can trust. Drag deals forward and see what's likely to close this month.
From a yes to a client who stays and refers.
- Welcome email sent
- Agreement signed
- Intake form back
- Kickoff with sponsorTomorrow
- Onboarding on autopilot. A yes creates the client and their checklist: welcome email, agreement, payment, intake form and first session.
- Nothing forgotten. Check-ins, session prep and next steps show up on your Today list when they're due.
- Renewals and referrals on time. Passiv flags milestones and engagements nearing their end, and drafts the note.
- Session briefs. A one page brief before each call, built from your notes and their intake form.
Built for how your clients buy.
A life coach and an executive coach find clients in completely different places. Pick yours to see what Passiv does first.
More clients from people who already know you.
Life coaching clients mostly come through referrals, social media, communities and podcasts. Passiv works the warm side first: your network, your past clients and the discovery calls that didn't buy yet.
What Passiv does first
- Ranks your contacts: past clients to ask for referrals, discovery calls that didn't buy, connections who fit
- Drafts catch-up notes and referral asks after a client milestone, in your voice
- Suggests referral partners and podcasts to pitch
- Sends a one page package offer within 24 hours of the call, with a reply ready for "I need to think about it"
- No promises about results, and no testimonials it made up
- Never finds people through posts about their health, money or relationships
Why now: your notes say Ana started the new role you two worked toward.
Hi Ana, congrats again on the new role. It was a joy watching you go for it. If anyone in your world is stuck at the same crossroads you were, I'd love an intro. And if not, no worries at all. Sam
- No promises about results
- Your name, address and an opt-out line are added
Reach the sponsor, not just the coachee.
Nearly 6 in 10 coaching clients are sponsored by their employer. Passiv helps you reach the people who sign off: past sponsors, HR and L&D leaders, and coachees who moved to new companies.
What Passiv does first
- Drafts reconnect notes to past sponsors, and to past coachees now at new companies
- Finds HR and L&D leaders and newly appointed leaders at your target companies, from public pages
- Tracks up to 3 people per deal: the sponsor, HR and the coachee
- Writes the engagement proposal: objective, scope, stakeholder check-ins, optional 360, review measure and a pilot price under the sponsor's approval limit
- No promises about promotions or results
- You send every LinkedIn message yourself. LinkedIn doesn't allow automation
Why now: she sponsored a 6 month engagement at Fernway in 2025 and just moved to Tallis Group.
Hi Renee, congrats on the move to Tallis Group. I loved working with you before, and I'd be glad to help again as new leaders step up there. Open to a quick call? cal.com/dana-whitfield
- No promises about results
- Copied for you to send from LinkedIn
- Who pays
- Usually the employer. Nearly 6 in 10 clients are sponsoredSource: Arden, citing ICF 2025
- Typical engagement
- $5,000 to $25,000+ for 3 to 6 monthsSource: Arden
- Where clients come from
- Past sponsors, past coachees at new companies, LinkedIn and platforms like BetterUpSource: Leads Now
Grow through referrals, inside your scope.
Outside private practice, 44% of health coaching clients get coaching free or as a benefit. Passiv finds the clinics, employers and digital health companies that send clients, and keeps every word inside coaching scope.
What Passiv does first
- Finds clinics, studios and employers to partner with, and drafts the pitch
- Replies to website enquiries within minutes, with your booking link
- Drafts the follow up for "I need to think about it" after a discovery call
- Builds intake forms with separate consent to collect and to share health data
- Blocks cure, treat and reverse claims and weight loss promises
- No diagnosis, prescribing or meal plans, and no ad pixels on health pages
Why now: she asked "Sleeping badly since my promotion. Can you help?"
Hi Priya, thanks for reaching out about your sleep. I'd love to hear more. Here's my calendar for a free 20 minute call: cal.com/marcus-lee If none of those times work, just reply with a couple that do. Marcus
- No health claims. It stays inside coaching scope
- Your name, address and an opt-out line are added
- Who pays
- The client, or an employer, clinic or digital health companySource: NBHWC 2024 survey
- Typical price
- Median $100 an hour. 12 session packages average $1,472Source: NBHWC
- Where clients come from
- Digital health companies, corporate wellness, clinics, primary care and chiropractorsSource: NBHWC
Turn client wins into referrals.
Owners pick a coach through personal referral more than any other route, and free SCORE and SBDC mentoring is always an option for them. Passiv turns your past clients' results into referral asks and case studies, with their permission.
What Passiv does first
- Spots client milestones in your notes and drafts the referral ask
- Turns real results into case studies, with the client's consent on file
- Reopens stalled conversations when an owner's timing changes
- Sends a one page package offer within 24 hours of the call
- Blocks income and ROI claims unless proof is attached
- Never writes testimonials. Only real clients, with consent and a record of where it came from
Why now: your notes say Carla hired her first operations manager.
Hi Carla, congrats on hiring your first ops manager. That was a big step, and you made it look easy. If another owner you know is where you were last spring, I'd be glad to talk with them. Tom
- No income or ROI claims
- Your name, address and an opt-out line are added
- Who pays
- The small business owner
- Typical price
- UK 1:1 programmes run £1,500 to £3,000+ a monthSource: ActionCOACH (a coaching vendor)
- Where clients come from
- Personal referral is owners' preferred routeSources: TAB survey, 2015, SBA
Be there the week they raise.
Founder coaching is often paid by the company or its investors. Cherry Ventures gives each portfolio company a €50,000 coaching budget. Passiv tracks funding rounds and VC platform teams, so you reach founders when the budget shows up.
What Passiv does first
- Watches for funding rounds and new leadership hires on public company pages
- Pitches VC platform teams so you land on their coach lists
- Leads with your operator experience and asks for a fit call
- Writes proposals with three options once a founder says yes
- Cold email goes only to company addresses, and never to UK or EU sole traders without consent
- No ROI or growth promises without a real case study
Why now: Ledgerline announced its Series A on its news page.
Hi Ben, congrats on Ledgerline's Series A. The months after a raise are when a founder's job changes fastest. I coach first time CEOs through that stretch. Some investors cover coaching from their platform budget, so it's worth asking yours. Open to a 20 minute fit call? cal.com/nina-ross Nina
- Company email, so cold rules are met
- Your name, address and an opt-out line are added
- Who pays
- The company or its VCSource: Sifted
- Typical price
- $1,400 to $5,500 a month for about 2 meetings. Advisors often take 0.1% to 1% equitySources: GGV founder resources, FAST
- Where clients come from
- VC coach lists, founder and board referrals, and marketplacesSource: Version One
Ask for referrals on time, every time.
57% of consultants get 60% or more of their business from referrals, and 71% of buyers find a firm by asking someone. Passiv makes the asking routine, and writes the proposal once they say yes.
What Passiv does first
- Times referral asks to project milestones
- Reopens stalled deals when a budget changes, like after a funding round
- Writes 2 to 3 page proposals with three options, sent after a verbal yes
- Onboarding with the statement of work, first invoice, tool access and stakeholder interviews
- No ROI or results claims without proof attached
- UK sole traders and some EU contacts need consent before a cold email, and Passiv checks
Why now: your scoping call stalled on budget in May, and Pilotbase just closed a seed extension.
Hi Maya, congrats on the seed extension. When we spoke in May, budget was the blocker for the go to market audit. If the timing's better now, I'd be glad to pick it back up. cal.com/priya-nair Priya
- No results claims
- Your name, address and an opt-out line are added
- Who pays
- Companies
- Typical price
- 38% of consultants earn $10,000+ a month. Fractional CMOs average $12,000 a monthSources: Consulting Success, GoFractional
- Where clients come from
- Referrals first. 71% of buyers find firms by asking someoneSources: Consulting Success, Hinge
From first hello to long term client.
Tell Passiv about your practice once. It does the legwork in the background and checks in when it needs you.
- 01
Tell it about your practice
A 10 minute chat: who you help, your offers and prices, a few writing samples and your booking link.
- 02
Bring the relationships you have
Past clients, referral partners, LinkedIn connections or any spreadsheet. Passiv matches the columns, skips duplicates and shows who to reach out to first.
- 03
It drafts every message as you
Follow ups, referral asks and intros in your voice, checked against the rules before you see them.
- 04
You hit send. It keeps track
You mark who replied, and the follow up is already drafted. A reply stops the sequence on its own.
- 05
Calls and proposals
Every message carries your booking link, and you get a one page brief before each call. The proposal is drafted from your call notes.
- 06
Clients stay on track
When they say yes, onboarding lands on a checklist. After that, Passiv keeps check-ins, milestones and renewals on your radar.
You hit send, every time.
Passiv drafts. You decide. One tap copies the message and opens their profile or a new email, so your name only goes on words you'd actually say.
- Read and edit every draft before it goes out
- Ask Passiv to make it shorter, warmer or more direct
- Anything risky is blocked, with the reason
Hi Owen, following up on my note last week. I guarantee your leaders will be promoted within 6 months. If you're shaping support for new managers in Q1, I'm happy to share how other teams have set it up.
Blocked until fixed
- Outcome guarantee. Passiv won't promise results you can't prove. The FTC treats unproven outcome claims as deceptive.
- Your name, postal address and an opt-out line are added
What Passiv will never do
- Send messages on its own, on LinkedIn or email
- Scrape LinkedIn, Reddit, Instagram or Facebook
- Find people through posts about their health, money or relationships
- Write testimonials, income claims or health claims
- Share your contacts with other coaches
- Pretend to be human. Passiv always says it's AI
Your practice, all in one place.
Relationships in your inbox, notes on your phone, proposals in old docs and next steps in your head. Passiv pulls it together and keeps every relationship and client moving.
| What you get | Juggling it yourself | Passiv |
|---|---|---|
| All your relationships and clients in one place | Spread across apps | Yes |
| Faster turnaround on outreach and follow ups | Written from scratch | Yes |
| Messages that sound like you | Copy and paste | Yes |
| Proposals ready same-day | Rebuilt each time | Yes |
| Onboarding that runs itself | Done by hand | Yes |
| Every client's history in one place | Searching your inbox | Yes |
| Check-ins and renewals on schedule | Kept in your head | Yes |
| A website that books calls | Depends on the site | Yes |
A site that books calls, built and checked.
A secure site built from your brand, plus an audit of every step from first visit to paid client.
Brand
Positioning, taglines, a bio and a voice guide from a few answers. Colors and fonts that pass accessibility contrast.
Website
Home, about, services, booking and privacy pages, with your scheduler built in and a short form with real labels.
SEO
One main keyword per page, titles and descriptions the right length, schema for Google, a Google Business Profile checklist and a monthly content plan.
Conversion audit
Already have a site? Passiv sends a test enquiry and a test booking, scores every step against the gold standard and hands you the fixes.
Conversion flow for danawhitfield.coach
Example audit. Scanned with a test enquiry and a test booking.
- First screenThe headline doesn't say who you help or what to do nextFix first
- Enquiry captureThe contact form has 9 fields. Cut it to name, email and one questionImprove
- BookingBooking takes 5 steps and leaves your siteFix first
- Speed to replyOur test enquiry got no reply for 24 hoursFix first
- Page speedThe largest image loads in 3.9 s on mobile. The target is 2.5 sImprove
- PaymentCheckout works and starts your onboarding emailGold standard
We're building Passiv with coaches, not just for them.
We're a small team shipping every week and sharing it as we go. Beta coaches get a direct line to us and a real say in what Passiv learns to do next.
Questions coaches ask
Something else on your mind? Email contact@passiv.app and a real person will answer.
Who is Passiv for?
Coaches and consultants who run their own practice: life, health and wellness, executive and leadership, business, and SaaS and startup coaches, plus independent consultants and fractional executives.
Can I use it just to manage my relationships and clients?
Yes. Plenty of coaches never send a cold message. Import your contacts, track every relationship and client in one place, and let Passiv draft the follow ups, check-ins and referral asks.
Do I have to send cold messages?
No. Most coaches start with the relationships they already have: past clients, discovery calls that didn't buy, referrals, website enquiries and their LinkedIn connections. Cold outreach is optional and only goes to company contacts.
Will it message people in my name without asking?
Never. Every draft waits for you. One tap copies it and opens their LinkedIn profile or a new email, and you press send.
How does it keep me on the right side of the law?
Every draft is checked before you see it. Emails carry your name, postal address and an opt-out line. Passiv blocks promises about results, income claims without proof and health claims, never writes testimonials, and won't cold email UK or EU sole traders without consent. It isn't a law firm, and it tells you when something needs a lawyer.
Can it build my website, or check the one I have?
Both. Passiv builds a secure site from your brand, or audits your current one and ranks the fixes by impact.
Do I need to be good with tech?
If you can send a text, you can use Passiv. You talk to it the way you'd talk to an assistant, and it asks when it needs something.
What happens after I join the waitlist?
Confirm your email and you get a referral link. Each coach who joins with it earns you 10 points and moves you up the leaderboard. 3 referrals get you a month free and 10 get you two months free on your first paid plan. You'll get an email when your beta spot opens.
Bring a friend. Coach for free.
Join the waitlist for the paid beta in November. Every coach you refer earns you points, and enough referrals get you free months.
Leave the waitlist?
This deletes your email, your referral link and your points. You're welcome back any time.
- 10Points per referralWhen a coach joins with your link and confirms their email
- 3Referrals for 1 month freeOn your first paid plan
- 10Referrals for 2 months freeOn your first paid plan
Referral leaderboard
Live- The board fills up as coaches refer friends. Be the first name on it.
Top 10 by points. Coaches show as their coaching type unless they choose to show their first name and last initial.