What you can see
We keep the original messages, files, staff edits, and approval-hold reasons that came in through email, Instagram DM, Calendly, and your intake form, then use them as evidence for next week's improvements.
What Velros AI runs
We gather signals about discovery requests, scheduling, payment info, and session follow-ups from every channel, remove duplicates, and set priorities.
1:1 Coaching & Consulting
Discovery requests, scheduling, payment info, session reminders, and follow-ups scatter across channels, and Velros AI pulls them together so booking a client doesn't mean juggling four tools.
- 4 channels into one
- Double-bookings caught early
This is how inquiries like these get handled.
The requests that arrive at 1:1 Coaching & Consulting every day, kept on one screen along with what to confirm and what to improve next.
The order a person kept by hand, moved over as it was.
- Sort Inquiries scattered across email, Instagram DM, and the website form get grouped into new-client, reschedule, and payment.
- Check It cross-checks your Calendly to surface open weekend-evening slots, the client's next session, and any unpaid invoice at once.
- Draft It writes reply drafts per channel: time options with a single-session note, a Stripe payment link, and the confirmed new time.
- Approve Payment requests and time confirmations are never auto-sent. They go to an approval card you tap before anything leaves.
What stops
Coaching fees and refunds, schedule changes, client personal-data changes, and bulk announcements go out only after you or your team reviews them.
The channels stay. Only the work a person confirms is separated out.
4 channels into one · Double-bookings caught early · Payment & confirms sent after approval
What a person confirms runs on a single thread.
Rather than adding another screen, we sort the work arriving on the channels you use and separate out only the decisions a person should see.
The same channels
Without adding new tools, we layer Velros AI on top of the email, Instagram DM, Calendly, and intake form you already use. We build the screens, approval queue, and reports you need, and keep refining them as you run.
1:1 Coaching & Consulting
- 4 channels into one
- Double-bookings caught early
- Payment & confirms sent after approval
Someone who knows the industry sets the rules with you.
A Velros operations designer and a working expert turn your standards for discovery requests, scheduling, payment info, and session follow-ups into real operating procedures.
The Velros operations design team
Industries rule design and weekly improvement
It keeps improving
Staff edits and the reasons work was held get gathered into next week's operating rule.
A person's time
Less repeat checking, and more of the day on the decisions and the growth that matter.
In depth
While you read the intake form, the session you're about to run goes unprepped
In 1:1 coaching, you are the product. But intake requests over email and Instagram DMs, pre-session Google Forms, Calendly back-and-forth, payments, and reminders cut in all day and eat the hours you meant to spend preparing sessions and writing follow-ups. Copying details and juggling schedules is repetitive, yet only you can judge which program fits this person right now. Velros keeps the repetitive intake, scheduling, and reminders organized, and sends only the money-and-exception decisions to an approval card.
From the first inquiry to done
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Pull scattered requests into one line
Intake from email, Instagram DMs, and Google Forms gets grouped per person, with name, preferred time, what they want to work on, and payment status all on a single card.
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Draft the schedule and the payment
A time offer built around your open Calendly slots, a payment note, and a pre-session reminder are written ahead in your voice. You review before anything sends.
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Never drop the follow-up
After a session, follow-up notes, the next-session note, and any unpaid balance surface as a list, so you choose to send now or later.
What a human confirms
- Coaching fees and packages
- Session-count discounts, bundle pricing, and custom quotes go out only after you've set the number.
- Cancellation and refunds
- Refunds on remaining sessions, cancellation fees, and case-by-case partial refunds are decided by you and confirmed on the approval card.
- Reschedules and no-shows
- Same-day cancellations, no-shows, and whether a free re-booking applies are your call. You know the relationship.
Deadlines and duties you can't miss
- Easy cancellation of ongoing plans
- Under the FTC's Negative Option Rule, an ongoing or auto-renewing coaching plan must be as easy to cancel as it was to sign up.
- Honest signup terms
- Fees, session counts, and renewal terms must be disclosed clearly before payment, with no buried recurring charges.
- Compliant reminder emails
- Reminder and follow-up emails must carry accurate sender info and a working unsubscribe, per the CAN-SPAM Act.
FTC Negative Option Rule (2024) · CAN-SPAM Act of 2003
Common questions
- Do you still review every intake request?
- Yes. Velros only groups requests onto a card; which program to offer, and whether to take someone on, is yours to see.
- Does Velros charge or refund clients automatically?
- No. Anything touching money stops at a draft; the actual note and any refund go out only after you confirm on the approval card.
- Can I keep using email, Google Forms, and Calendly?
- You don't change the tools you already use. Velros sits on top of them to gather requests and prepare drafts.
We'll find what to cut first in 1:1 Coaching & Consulting, together.
Where the inquiries land, the order your staff check them in, and the rules a person applies last, laid out as one day of work.
Talk about our industryWhat comes in
Messaging, phone, search and email, in one place
What gets checked
What your staff decide, and what a person decides
What improves
Fewer repeat inquiries and fewer dropped follow-ups, every week