For Business & Executive Coaches

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Why Neo

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Increase sales & convert more

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Send URLs to book appointments

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Broadcast offers and announcements

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Build relationships with clients

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Develop brand

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Keep personal number private

How to get started with Neo in 7 easy steps:

1. Pick your number
Pick your local phone number with your favorite area code (US & Canada numbers only).

David, business & financial coach

"I coach people in their career to help them reach their financial goals. I have a website and a portal, and I have been using many different marketing tools since the 90’s. I was looking for a texting platform that can support two-way messaging, answer prospects automatically, and store their contact information."
2. Display it online
Show your business phone number on your website, social media platforms, and all marketing material. If you have a physical space as well, display it on premises such as the front desk.

David, business & financial coaches

"I only give the number to the members who sign up online. It creates a direct line of communication between my portal members and me."
3. Customize your brand
Customize Neo with your own vibe to reflect your personal brand. Neo the bot is the first responder to customers who are texting you for the first time. By default, Neo asks for the texter’s name, how to help, and thank them. Asking for the texter’s name is important since Neo will automatically save this information into your CRM to save you time! Step 1: Greeting + Ask for texter’s name Step 2: Call to action  Step 3: Thank you / Keep texting if needed / Add a picture Coming soon: SMS shortcodes and full-on scripts to personalize offers even more!

David, business & financial coaches

"Step 1: This is David, the financial mentor you’ve been waiting to talk to. With me you’ll learn how to get from zero to one hundred in just a few months. What’s your name?
Step 2: Alright, hang tight! I’ll send you some tips once a week! And make sure to check out our videos online. Any specific question you had today?
Step 3: Keep sending me your questions anytime!"
4. Upload your list
You can add your customers and clients one by one, or upload a full list of them. Only individuals with a valid phone number will be uploaded by Neo. Make sure to send a CSV or Excel file. You can include a column for Tags if you want the segmentation to appear automatically into the Customer Directory.

David, business & financial coach

"I have 14,000 contacts by now and I think at the beginning I made an upload of like 12,000 contacts. I added the tag on the excel sheet so it was already in the CRM when I looked at it."
5. Tag by segment
Tags are a powerful tool to segment your audience and keep organized. It is also a great tool to help you broadcast to certain groups of people only. You can tag contacts one by one in the Feed and Directory, or do it by group in the Directory by selecting multiple contacts first. You can create as many tags as you want, and make sure to pick a color by clicking on the little circle!

David, business & financial coach

"My tags correspond to my members’ background: student, employee, entrepreneur, etc."
6. Broadcast offers
Whether you upload a list of existing clients or wait for people to text you organically, all of your audience appear in your Customer Directory.  In the Feed, click on Broadcast. By default, the message will be sent to your entire Directory, unless you select one or several Tags.

David, business & financial coach

"I mainly broadcast messages when I have some announcement to make, or to certain tags when I have to send them tips or financial literacy and how to make it big. It depends on the day and type of membership."
7. Reply
When you see the blue dot, it means there is a new message. Click on the conversation, and hit “reply”! If you have some staff and would like to collaborate on clients’ conversations, you can invite as many staff members as you want on your Neo platform. Once they accept your invitation, Neo turns automatically into a shared inbox!

David, business & financial coaches

"I have 2 executive assistants who are both on the dashboard. So they can answer the most simple questions and send the regular announcements and tips for me. Overall I love Neo, it saves me a ton of time and it makes my members happy. Since I have a different model from most financial coaches, it is a great way to be personal without having to spend my entire time in one-to-one meetings all day!"