The Engine
The Pinnacle Scale Package — built end-to-end.
One private growth engine: CRM, AI concierge, invitation funnel, closer workflows, pipeline forecast, and client portal. Designed for coaches selling $25K–$250K engagements. Built by Novara Digital Studio.
Private CRM
Closer-grade pipeline, deal stages, lead values, owner routing. Built for $25K–$250K deals — not e-commerce noise.
AI Concierge
Live streaming chatbot trained on your offer stack. Qualifies prospects 24/7 and routes hot leads to closers in <5 minutes.
Invitation Funnels
Application gates, qualification scoring, calendar handoff. Filters out tire-kickers before they hit a closer.
Closer Workflows
SMS within 5 minutes, no-show recovery, proposal follow-up, won-deal concierge onboarding — every play automated.
Pipeline Forecast
Live revenue forecast model. Plug in lead volume × conversion, see Q-end pipeline value down to the dollar.
Client Portal
Private client workspace: recorded sessions, coaching plans, deliverables library, direct coach messaging.
What it replaces
Before
- · HubSpot or GoHighLevel duct-tape
- · Calendly + Zapier + ChatGPT prompts
- · Manual lead scoring in spreadsheets
- · Closer follow-ups that slip 24+ hours
- · No client-facing portal — just Drive folders
After
- · One private engine, your brand
- · Streaming AI concierge, live qualification
- · Closer SMS in < 5 min, 24/7
- · Pipeline forecast you can show investors
- · White-glove client portal that justifies the price