DDYLM builds the back office for coaches, consultants, and advisors going independent. Every inquiry captured and answered in under 60 seconds, in your voice, while you do the work only you can do.
Built once in your own account, then run for you. Together they do one job: capture everything, respond instantly, fill the calendar, sound like you.
Your chat widget, forms, calendar, and missed calls all feed one contact list. A missed call gets a text back in under a minute. No lead sits in an inbox you have not opened.
Every inquiry gets an answer in under 60 seconds, in your words, with your booking link. A 48-hour follow-up runs on its own and stops the moment they reply.
One intake form about how you talk and what you refuse to say. Minutes later: a written voice guide plus a working AI prompt. Every message the system sends is checked against it. The guide is yours permanently.
Qualification before booking, automatic confirmations, reminders, reschedules handled, and no-show recovery with a rebooking link instead of a hole in your week.
You write posts when you have ideas, one row in a Google Sheet with a date. Each one is checked against your voice guide and ships on schedule. Batch on a Sunday, it runs all month.
The monthly. Daily monitoring of every workflow, unlimited fixes to the delivered build, and a one-page report with your response times and show rates.
A process refined over 11+ years of enterprise consulting, applied to practices of one. Kickoff to live in about three weeks.
We map your current workflows, pain points, and growth goals to identify the highest-impact automation opportunities.
We design your custom automation blueprint: selecting tools, mapping data flows, and defining success metrics.
We build, connect, and rigorously test every workflow with real data before anything goes live.
We deploy your system, monitor performance, and provide ongoing support to keep everything running smoothly.
For coaches, consultants, and advisors leaving a firm or already flying solo. Your expertise is the product. The back office should not be your second job.
Leaving the wirehouse or already on your own: every referral captured, answered fast, and booked, without hiring staff.
You left the firm with the expertise and the network. The platform is your operations layer: inquiries captured, calls booked, onboarding handled.
The flagship fit. Acquisition, scheduling, follow-up, and content in your own voice, so the practice runs while you coach.
Your voice is the brand. Every automated message is checked against your written voice guide, so scale never sounds like a machine.
"The most valuable businesses of coming decades will be built by entrepreneurs who seek to empower people rather than try to make them obsolete."
Peter Thiel, Zero to One
Book a free strategy call. We will map where you stand on the essentials and the fastest path to a practice that runs itself.