Koachly for Professional Services
Client call coaching, so you sound prepared every time.
Koachly, an AI sales coach, helps lawyers, consultants and advisors ask sharp questions on client calls and win the work.
Free account. No credit card.
Works with Zoom · Google Meet · Microsoft Teams · any call on your computer
Live call
Listening · 12:41 · Jordan · intake call
Transcript
You
Understood. Who signs off on your side?
Buyer
We just need someone to look at the contract. What will that cost?
“Before you quote, ask what worries them most about the contract.”
The worry sets the scope. Quote once you know it.
Try it. The buyer says…
Live · Jordan · intake call
6.5 of 10 h leftYou
Understood. Who signs off on your side?
Buyer
We just need someone to look at the contract. What will that cost?
Tip · Questions
“Before you quote, ask what worries them most about the contract.”
The worry sets the scope. Quote once you know it.
Try it. The buyer says…
The hard parts of your calls, and where consulting sales coaching helps
- 01
First calls miss key facts
Intake moves fast. One missed detail can change the whole matter.
- 02
Clients test your confidence
A hard question mid-call can make you sound unsure.
- 03
Juniors don't sound like partners yet
Great client skills take years to learn by watching.
Common moments on client calls
Tap a card to see the tip Koachly would show. Real tips follow your call.
A day with Koachly
One call, start to finish.
Follow one example: Intake call · supplier contract review. Scroll to play.
9:30 · Before the call
Call prep: Intake call · supplier contract review
Call prep sums up the email thread and lists the facts you still need.
10:00 · During the call
A tip, right when you need it
The client asks what it will cost. A tip says: ask what worries them first.
10:35 · After the call
Your Call score and 3 fixes
Score 79. Three fixes: ask the deadline early, give shorter answers, agree the next owner.
13:15 · Practice
A 2-minute drill on the hard part
Two minutes on fee pushback with an AI client.
Call score
What you'll get better at.
Every call is scored 0–100 on five skills. Here's what each means for you.
Clarity
Answer hard questions in two lines.
Questions
Get the facts, the deadline and the real worry.
Momentum
Agree who does what next.
Empathy
Let clients tell the whole story.
Deal risk
Spot price shopping before you quote.
After the call
A score out of 100, and 3 fixes.
Here's what 3 fixes could look like after a call scored 79. Each one has a practice drill.
- 1Questions
Ask about the deadline early
You learned the filing date in the last two minutes.
Practice this · 2 min
- 2Clarity
Answer in two lines, then pause
Your answer about fees ran for over a minute.
Practice this · 2 min
- 3Momentum
Agree the next step and who owns it
Nobody said who sends the engagement letter.
Practice this · 2 min
Example fixes. Yours come from what's said on your call.
This is the real app.
Not a mock-up. These are real Koachly screens, filled with demo data.
Plan facts
What you get, in numbers.
- of Live coaching per user a month on Pro.
- 10 hoursof Live coaching per user a month on Pro.
- AI buyer types to practice with, from friendly to tough.
- 12AI buyer types to practice with, from friendly to tough.
- scored on every call: Clarity, Questions, Momentum, Empathy, Deal risk.
- 5 skillsscored on every call: Clarity, Questions, Momentum, Empathy, Deal risk.
- a month on the Free plan.
- 5 callsa month on the Free plan.
Plans that fit
For professional firms, we suggest Pro.
Solo advisors and small firms start on Pro. Firms that want a shared Team playbook choose Business.
Free first. Everyone starts on a Free account. There are no trials.
Enterprise. Large or regulated teams can talk to us about Enterprise. Security review on request.
Pro allows up to 5 users. More? Ask about Enterprise.
$39a month
$39 per user a month, billed $468 a year. Includes 10 hours of live coaching per user a month.
FAQ
Questions from professional firms
Get help on your next call.
Works with Zoom, Google Meet and Microsoft Teams.
Free account. No credit card.