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Sell and launch this solution
Consultant authority funnel
Qualify prospects before they book and give the consultant a complete authority funnel.
What happens after your client buys: they complete the intake form below, and Lead OS creates the business-ready solution plus any downstream customer-facing surfaces this offer requires. Included in: Starter, Growth, Professional
Business buyer
Consultants, experts, coaches, and service providers.
Client business receives
A launched authority intake, qualification path, nurture sequence, booking handoff, and operator summary.
Audience model: B2B2C
Sold to a business buyer and delivered through customer-facing surfaces for that business's audience.
Downstream experience
The client's leads, customers, patients, shoppers, applicants, partners, or prospects may interact with the capture, booking, nurture, course, marketplace, or ad surfaces.
Modular launch
Can be delivered alone, in a selected bundle, or with the full solution catalog.
No extra setup
Optional account connections use managed handoffs, so delivery starts from the intake form.
Multi-niche ready
consultants, coaches, fractional executives, advisors, experts
Who this offer is for
Consultants, coaches, advisors, and experts who need qualified calls instead of low-fit inquiries.
Decision maker
Consultant, coach, fractional executive, advisor, or service provider.
Resident or end user served
Prospects deciding whether the expert is credible and worth booking.
Messaging
Turn authority into qualified appointments with a funnel that educates, scores, books, and prepares the consultant for the call.
Specific pain points
What the resident, end user, client, or internal operator is struggling with.
- Prospects book before they are qualified.
- The consultant repeats the same education on every sales call.
- Proof and objections are not organized into a conversion path.
- Pipeline stages are manual.
Expected result
An authority funnel with landing page, prospect qualifier, booking handoff, proof sequence, lead brief, scoring, pipeline board, and proposal trigger.
Delivery shape
Authority pageProspect qualifierBooking handoffProof sequenceLead briefPipeline board
Prepared to deliver funnel and qualification assets. Live calendar or contract generation requires approved integrations.
User journey
The experience path for the specific persona this offer serves.
- 1Discover
Understand how the offer helps the prospect.
Package page explains the qualified booking outcome in customer language.
Evidence: Persona blueprint and package catalog for consultant-authority-funnel.
- 2Submit
Give the business context once.
Intake captures target market, offer, current process, success metric, constraints, and brand voice.
Evidence: Package provision form and API schema.
- 3Provision
Receive a complete solution, not software to configure.
Provisioner creates hub URLs, artifacts, automation run evidence, and acceptance tests.
Evidence: Package provisioner outputs.
- 4Use
Reach sales-ready consultation.
Client uses delivered capture, operator, reporting, billing, or workspace outputs.
Evidence: Workspace route and package deliverables.
Service blueprint
Frontstage experience, backstage provisioning, support system, and failure handling.
Authority funnel
Frontstage: Consultant submits offer, audience, proof, calendar, and constraints.
Backstage: Qualifier, proof, scoring, and proposal artifacts are generated.
Support: Provisioner launches capture, operator, and automation surfaces.
Failure state: If calendar is missing, leads route to manual booking instructions.
Provision
Frontstage: Client sees launched delivery, capture, operator, reporting, and billing links as applicable.
Backstage: Package provisioner creates URLs, artifacts, automation runs, acceptance tests, embed code, and solution brief.
Support: Package catalog, provisioner, persistence store, workspace route, and managed handoff defaults.
Failure state: Validation blocks missing required fields; persistence failures return explicit 503 errors.
Operate
Frontstage: Client or operator uses the delivered outputs and reports rather than learning a tool.
Backstage: Artifacts are grouped by launch surface and surfaced in the delivery hub.
Support: Workspace pages, reporting pages, operator surfaces, and acceptance-test evidence.
Failure state: External live actions remain labeled as needing approved account access when credentials are absent.
What your client receives
These business-ready assets, handoffs, reports, customer-facing pieces, and implementation guides are created when the form is submitted.
- Authority landing page: Offer-led capture page with problem, outcome, and qualification form.
- Prospect qualifier: Question set that captures budget, urgency, problem, and fit.
- Booking handoff: Qualified lead path to booking URL with fallback operator notification.
- Proof sequence: Follow-up sequence using proof, objection handling, and close-loop prompts.
- Lead brief: Operator-ready summary of the prospect's pain, desired outcome, and next action.
- Qualification scoring: Score rules for urgency, fit, authority, budget, and timeline.
- Consulting pipeline board: New, qualified, booked, proposal, won, and nurture stages.
- Proposal trigger: Structured handoff for proposal or contract generation after qualification.
Example client website
A standalone example for ClearPath Advisor Funnel. It shows this package as if it belongs to the client, not to Lead OS.
Simple steps the client follows
These are written in plain language so the buyer knows what to do with the finished system.
- 1The customer fills out one short form.
- 2The system builds the pages, rules, reports, and handoffs.
- 3The client opens this website and sees the finished work.
- 4The team follows the guide and uses the first deliverable.
- 5The report shows what changed and what to improve next.
Launch Consultant authority funnel alone or merge it with other solutions
This standalone offer uses the same universal intake as every bundle. Keep only this solution selected, or add any other packages before launch; the backend provisions the selected combination from this one submitted form.