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.
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
Built around how business coaches find clients.
- 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
How business coaches get paid.
- 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
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.
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
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.
Your next client is already in your network.
Join the waitlist for the paid beta in November. Refer 3 coaches and get a month free.