Jot.Space for Consultants & Coaches
Book the call. Fill the workshop. Same page.
Dana Ellis
Pricing & positioning for small shops
Free 20-minute discovery call
Or RSVP to Thursday’s workshop — 9 seats left
Book a call, or save a seat →
The Problem
What Consultants & Coaches struggle with
Pain Points
- Endless back-and-forth emails just to schedule a single call
- Chasing clients for payment after every session
- No way to package services or sell digital products (guides, templates, courses)
- Intake forms are a mess — clients email info, you retype it, you lose it
- No automated follow-up — every past client is a potential repeat who never came back
How Jot.Space Helps
- Clients book their own sessions — see your availability, pick a time, and get a calendar invite. No back-and-forth
- Send invoices and get paid before or after sessions. Set up recurring billing for retainer clients
- Sell session packages, course access, digital downloads, or membership tiers — all from your Space
- Custom intake forms — clients fill them out before the session. Responses go straight to your dashboard, no retyping
- Automated follow-up emails after sessions — reviews, rescheduling, or package upsells. Past clients come back on autopilot
In Practice
A day in the life
A potential client finds your Space from your LinkedIn profile or email signature. They browse your services, see packages and pricing, and book a discovery call — all in under a minute. Before the call, they fill out an intake form. After the call, you send a proposal as a quote. They approve, pay for a package, and schedule recurring sessions. All without them downloading a thing.
Everything Included
Every tool Consultants & Coaches need
One platform. One flat price. Every feature you need to run your consultants & coaches business.
Your Space — built for one job
Menus, shop, booking, forms — each its own page, each its own code. Put them where the customer already is.
Online ordering & payments
Customers order, book, and pay directly from your Space. No separate checkout, no extra apps.
Appointment scheduling
Let customers book time slots, reserve tables, or schedule calls. Automated reminders reduce no-shows.
Ecommerce & product sales
Sell products, services, packages, or gift certificates. Inventory tracking and payment processing built in.
Custom forms & lead capture
Build intake forms, contact forms, surveys, or custom data capture. Responses land in your dashboard.
Invoicing & quotes
Create professional invoices and quotes. Send, track, and get paid online. Quotes convert to invoices with one click.
QR codes & smart links
Generate QR codes for tables, signs, packaging, or counters. Each QR is unique — update the content anytime.
Real-time analytics
See what works. Track page views, orders, bookings, and revenue. Know where your customers come from.
“I went from spending 5 hours a week on scheduling and invoicing to zero. Clients book themselves, pay online, and fill out their own intake forms. I just show up and coach.”
Dr. Karen Mills
Leadership Coach & Consultant
Ready to transform your consultants & coaches business?
Every job its own page. One flat price. Everything included.