For Personal Growth/Life Coaches

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Why Neo

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Increase bookings & 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).

Amanda, mindfulness coach

"Since I’m a kid, I developed this sixth sense that allows me to help people in a deep way. Helping people relax and breathe is what I do best. Recently I figured out I need to breathe too, sometimes! All of my clients used to have my personal number, and they sometimes called or texted me without appointment, so that quickly became very disruptive. So having a second, business number for clients to text is just amazing."
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.

Amanda, mindfulness coach

"People text me to know the pricing, even if my hourly rate is clearly displayed online. But I thing they do that to see if I am a real person, and sometimes they have specific questions before booking online."
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!

Amanda, mindfulness coach

"Step 1: Hello, my name is Amanda, and together we’ll learn how to meditate. Before we continue, what’s your first and last name?
Step 2: Great! What can I do for you?
Step 3: Thank you for your inquiry! I’ll get back to you soon :)"
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.

Amanda, mindfulness coach

"I uploaded my clients to the Directory and in 2h it was ready. I started texting from the Directory, because you can initiate 1-to-1 conversations from there. Best way to follow up!"
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!

Amanda, mindfulness coach

"Before I sent mass messages, I tagged my clients by status, like Prospect, Client, Other. I used the green color for Client, and blue for Prospect. Grey is for people who are not clients anymore. No red for me! It’s an exciting color and I want to stay as relaxed as possible ;-)"
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.

Amanda, mindfulness coach

"I love broadcasting inspiring texts every day. I have a curated list of clients who prefer receiving an inspiring message every day by text rather than spending hours on social media. It brings a lot of positive energy. Sometimes they answer and we start chatting, and that usually leads to booking a paid session."
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!

Amanda, mindfulness coach

"There are people who text organically from my website. I give webinars as well and I guess they hear of me through word of mouth. Texting with potential clients is the best way to convert them, because you’re like becoming their friend by text, even before they book a session. It’s more human for me as well!"