
Most solopreneur career coaches and resume writers struggle because they’re trying to run an entire business manually:
Lead follow-up
Scheduling
Onboarding
Client check-ins
Offboarding
Marketing
And even when you know you need better systems, most platforms feel too expensive or built for marketers instead of relationship-based businesses...with little to no support from people that understand career work.
That’s why we've launched the LeadLightOS system with the support of the CTL team and business growth engine of the CIA All-In.
Systems + Community to Fuel Your Growth
and Business/Life Balance
No need to start from scratch. You’ll get:
Lead capture forms and follow-up email series
New client onboarding workflows
Calendar with auto-confirmation and reminders
Client task and session tracking (templates coming soon!)
Offboarding sequence with testimonial request
Email newsletter and drip campaigns
CRM dashboard to track your entire pipeline (templates coming soon!)
We'll drop these templates into your account - built specifically for coaches and resume writers. Not generic!
This is where career pros come together to ask questions, share ideas, improve their systems, stay current on industry trends, and build stronger businesses together
CIA All-In Membership Includes:
Monthly strategy and implementation sessions
Community support and peer collaboration
Business growth training
Marketing and visibility resources
AI and technology updates for career services
Templates, workflows, and implementation ideas
You’re not left alone trying to figure out the software and feeling like you aren't getting the value from it. You’re supported while building the business behind your services so you can serve more clients!
This system (CRM) replaces:
Mailchimp, ConvertKit, or ActiveCampaign ($30–$99/month)
Calendly or Acuity ($15–$20/month)
Dubsado or HoneyBook ... Even the Contract Signing Feature! ($39–$59/month)
Landing pages like Leadpages / ClickFunnels and tools like LinkTree ($49–$97/month)
Customer and prospect tracking in spreadsheets or Trello (inefficient and error-prone)
Estimated savings: $150–$275/month
And you’ll finally have everything in one place.
Client & Lead Management: CRM and pipeline tracking, Contact records and notes, Lead capture forms, Automated follow-up, Client onboarding workflows
Marketing & Visibility: Landing pages, Email newsletters, Automated nurture sequences, Calendar booking system, Lead magnet delivery
Client Experience: Appointment reminders, Intake forms, Workflow automations, Offboarding sequences, Testimonial requests
Business Operations: Internal task management, Reporting dashboard, Mobile access, AI tools (adt'l monthly fee right now), Workflow templates
(NOTE: If you use QuickBooks or another accounting tool, you will likely still want that, but now your payments can come through Stripe or PayPal and move the client automatically to the next step instead of waiting for a manual invoice)
But you’ll start with prebuilt sales pages, email sequences, calendars, and a community (and trusted assistants) to help you customize what you need and skip what you don’t.
~ Includes weekly office hours with other career pros using the system! ~