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For coaches and consultants

Stop posting into the noise.
Show it live.

A simple, step-by-step plan for coaches and consultants who want credibility that doesn’t rest on content alone. Skip the feed full of other coaches and the cold DMs. Host a live masterclass for the people you want to help, team up with the businesses that already serve them, and let the room do the convincing.

Start free

8 steps · about 6 minutes · Max will guide you

Show what you know, don’t just say it.

The usual way

Content and cold DMs

  • One more post in a feed full of coaches
  • A cold message to someone who never asked
  • People scroll past and never see you think
  • No list, no next step, back to posting tomorrow

The Pulse way

Your own live masterclass

  • People sign up because they want what you teach
  • They watch you help, live, in real time
  • Every guest lands in your contacts, ready to follow up
  • The conversation starts with them saying yes

Your Circle of Influence

You in the middle. Eight partners around your client.

Your next client is already talking to an accountant, a banker, an attorney or a marketing agency. Each of these businesses serves the same people you do, usually when something in their work or life is changing. Where their circle overlaps your client’s, that’s a shared audience, and a co-hosted masterclass waiting to happen.

Tap a circle

Accountant or bookkeeper

They see a business owner’s numbers, and their stress, long before anyone else does.

Host together

Know Your Numbers. They explain what the books are telling you, you show how to turn that into a plan. Both of you invite your lists.

  1. Accountant or bookkeeper
  2. Business attorney
  3. HR consultant
  4. Small business banker
  5. Marketing agency
  6. Coworking space
  7. Chamber of commerce
  8. Gym or wellness studio

The playbook

Eight steps to your first masterclass, and the next one.

Do these once and you have an event. Do them every month and you have a circle.

  1. Step 1

    Picture the client you want more of

    Skip “anyone who wants to improve.” Describe one kind of person: their role, their industry, what keeps them up at night, what they have already tried, and who they listen to. Then name the moment that sends them looking for help.

    • New role or promotion
    • Starting a business
    • Growing a business
    • A team that’s stuck
    • Career change
    • Burnout

  2. Step 2

    Find who else serves that client

    Look at your circle and pick two or three businesses to start with. The best ones already have your client’s trust and see the same moment you do.

    • Ask your clients who they turned to when things changed.
    • Interview them for your newsletter, podcast or social. It’s an easy first call.
    • Build your own who’s-who list of people you have vetted yourself.

  3. Step 3

    Choose one masterclass to co-host

    Pick a problem your client actually has, and a partner who can speak to it. Keep it short, useful and friendly.

    • Teach, don’t pitch. 60 to 90 minutes, one clear takeaway.
    • Work a live example. Coach one volunteer in front of the room.
    • In person or online. A coworking space, a studio, your office, or a video room.

  4. Step 4

    Create it in Pulse

    Set up the event once. Pulse gives you a registration page in your brand, takes the sign-ups, and sends each guest a confirmation and reminders on its own.

  5. Step 5

    Fill the room, together

    This is where co-hosting pays off. You invite your list, your partner invites theirs, and everyone who signs up comes through your page.

    • Your list: invite past clients, subscribers and people who have asked about working with you.
    • Your partner’s list: send them the link and a ready-made post.
    • Ask your guests to bring a colleague who is facing the same change.

  6. Step 6

    Host the room

    Greet people by name. Teach one useful thing, then invite questions. Let your partner shine. This is your proof: people watch you help, and they feel the difference.

  7. Step 7

    Follow up and nurture

    The masterclass starts the relationship. The follow-up turns it into a conversation. Thank every guest, share the replay, and offer a next step.

    • Reply to what they said. A note about their question shows you were listening.
    • Make it easy. “Want 20 minutes to talk through your situation?”
    • Close the loop. Tell your partner what came of their guests, and send a short thank-you.

  8. Step 8

    Repeat with a new partner each month

    Every event adds a partner, their audience, and a room full of new contacts. Your circle grows, and so does the number of people who think of you first.

Host your first masterclass this month.

Start on the Starter Program: your first 5 events are free, then just $5 a month. No credit card to start.

Start free Get 3 event ideas from Max

Want help planning it? Join free Tuesday Office Hours.