Solutions
Expertise content, a weekly newsletter and a discovery-call assistant for coaches and trainers
A ready starting point for life, career, business, fitness and nutrition coaches, experts who sell online courses and consultants: expertise posts for LinkedIn and Instagram come to you for approval twice a week, people who fill in your free-resource form are saved as leads, a weekly newsletter is prepared as a draft and discovery-call requests are handed to you. Pick the Coach & Educator pack in the setup wizard and all of it is created as drafts in the panel.
The challenge
Producing content between sessions
Sharing your expertise regularly builds trust, but between client sessions there is no time to write separate posts for LinkedIn and Instagram.
Followers, but no email list
Interest stays on social media; the email address of someone who wants your free guide is not saved anywhere, and the newsletter is postponed every week.
The same programme questions in messages
“How many weeks is the programme?”, “How much does it cost?”, “Is it online?” are answered one by one, and finding a time for a discovery call takes several messages.
No view of what works
Seeing which content brings subscribers and discovery calls means collecting numbers from different places, and most months that does not happen.
How OrqLabs handles it
The Coach & Educator pack is set up as drafts in the panel
Pick the Coach & Educator pack in the setup wizard; it creates the strategy, agents, workflows and the knowledge base topics you are asked to fill in (programmes and prices, your approach, frequently asked questions, free resources). Everything arrives as a draft, and nothing runs until you activate it.
Expertise posts for LinkedIn and Instagram
On Tuesday and Thursday the Content Creator picks one of your strategy topics and prepares separate posts and an image for LinkedIn and Instagram, built from a problem, an insight and practical steps. The posts wait at an approval step; after approval the Social Publisher schedules them. For a webinar or live session you enter the event details and announcement posts are prepared the same way.
A free-resource form
You add the “Get the free guide” form hosted by OrqLabs to your site as an iframe or a link. The person who fills it in is saved as a lead with their name and email and receives a welcome email containing the link to your resource; you set that link in the workflow's variable.
A weekly value newsletter
Every Sunday a short newsletter draft is written with one insight, three practical steps and an invitation to a discovery call. The draft waits for your approval; once approved it is sent from your own email account to the confirmed subscribers of the list you created in the Newsletter section.
A discovery-call assistant and a monthly report
In WhatsApp and Messenger messages the AI Chatbot explains your programmes from the knowledge base and offers a free discovery call to people who fit; it collects name, email, goal and suitable times and hands the chat to you. On the 1st of each month the Report Writer summarises content, subscriber and discovery-call results.
Example flow
Pick the Coach & Educator pack and your goals in the setup wizard; review the workflows in the preview and start the setup.
Fill in the draft knowledge base documents: programmes and prices, your method and certificates, how the discovery call works and your free resources.
Connect LinkedIn, Instagram and your email account; create a subscriber list in the Newsletter section and enter its ID in the newsletter workflow.
Add the free-resource form to your site or to the link in your profile, and set the resource link in the workflow.
Approve the posts prepared on Tuesday and Thursday and the newsletter draft prepared on Sunday.
Connect your WhatsApp Business number and activate the discovery-call assistant; answer handed-over requests from the Inbox and confirm the time.
On the 1st of each month the monthly performance report lands on the Reports page.
Things to keep in mind
No guaranteed results or health claims
The agents in the pack are instructed not to write “in 30 days” style guarantees or promises of certain income or certain weight loss, and the assistant does not give medical or psychological diagnosis or treatment advice. Share client stories only with written consent, anonymised where needed.
A form lead is not a newsletter subscriber
The free-resource form saves the person as a lead, while the newsletter goes to a separate subscriber list. Add only people who gave explicit consent: the sign-up form in the Newsletter section has double opt-in on by default, and newsletters are sent only to confirmed subscribers.
Instagram DM replies are pending Meta approval
The discovery-call assistant in the pack is defined to listen to the Instagram DM channel as well, but the Instagram connection does not request the messaging permission yet, so that channel is pending Meta approval. Today the assistant runs on WhatsApp and Messenger. Posting to Instagram is not affected.
Frequently asked questions
Does the assistant put the discovery call in my calendar?
The assistant in the pack offers a discovery call, collects name, email, goal and suitable times and hands the chat to you; you confirm the time.
Does it reply to Instagram DMs?
Not by default yet. Instagram DM replies are pending Meta approval, so today the assistant runs on WhatsApp and Messenger. Posting to Instagram is available.
Who receives the newsletter?
The confirmed subscribers of the list you created in the Newsletter section. The draft is prepared every Sunday and waits for your approval, and it is sent from your own email account.
How is this different from the creator tools that turn my videos into content?
This pack sets up regular expertise posts, the resource form, the newsletter and discovery-call requests. To turn a lesson or live-session recording into posts, a newsletter and a blog draft, see the creator tools.
How do I get started?
Start free, no credit card required. Pick the Coach & Educator pack in the setup wizard, review the drafts, connect your accounts and activate the workflows that are ready.
Get started with OrqLabs
Build your first workflow today
Start on the free plan: connect your accounts, pick a template and stay in control with approval steps. No credit card required.