Surge by Thrive

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Book Discovery Calls, Organize Your Pipeline, and Automate Follow-Ups

Consulting & Coaching Marketing & Automation Software

For consultants and coaches, growth starts with consistent discovery callsand a clean pipeline.Surge by Thrivehelps you let prospects book online, track every lead in Capture Leads / CRM, and run Workflow Automationsthat keep conversations moving — all from one easy dashboard.

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The Challenges Consultants & Coaches Face

Running a practice means switching between marketing, sales, and delivery— often in the same hour. Without a simple way to book time, discovery calls slip through the cracksor get stuck in email back-and-forth. When leads do come in, manual tracking makes it easy to lose context, forget next steps, or miss the perfect follow-up window.

As your calendar fills, follow-ups, proposals, and onboarding become heavy lifts.A few missed reminders can stall promising engagements,and inconsistent outreachmakes it hard to keep a healthy pipeline. The result: less time for client work and slower growththan your expertise deserves.

How Surge Helps Consulting Practices Grow

Surge brings structure to your front-end operations.Prospects book calls directly on your calendar, every inquiry lands in your CRM with clear next steps, and automated workflows handle check-ins, nudges, and paperwork.You stay responsive without living in your inbox.

With Surge, you can:

  • Let prospects book discovery calls 24/7 with Appointment Scheduling and automatic confirmations
  • Capture and qualify every lead in Capture Leads / CRM so nothing gets lost between emails and DMs
  • Automate follow-ups, proposals, and onboarding using Workflow Automations (plus Email & SMS Marketing when you need it)
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Why Consultants & Coaches Choose Surge

Surge is built for solo practitioners and boutique firmsthat want power without complexity.It’s more affordable than adding an assistant,scales as your client list grows, and works seamlessly on desktop, tablet, and mobile.

Onboarding is quick:we’ll configure your booking links, CRM stages, and automation steps so you’re running in days, not weeks.

Real Outcomes for Consulting Practices

Consulting and coaching businesses using Surge see more conversations turning into paid engagements— with less admin work in the way.

  • More discovery calls booked through always-on scheduling
  • Faster sales cycles with timely, automated follow-ups and reminders
  • 10+ hours saved weekly by eliminating manual tracking and outreach
  • Healthier pipelines thanks to organized CRM stages and clear next actions

With Surge, you’ll spend more time advising clients— and less time chasing calendar links and follow-ups.

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Join 2,300 + Surge by Thrive Customers!

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Christian Kuzdub
Kuzdub HVAC Solutions
Surge by Thrive

I would give Surge by Thrive a 5 out of 5 stars! It's extremely easy to use even if you're not tech-savvy, it's effective and I highly recommend it!

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Janiece Nicolette
Komo Roofing
Surge by Thrive

I have used different marketing automation platforms and this is now the best one I can recommend for beginners and SME.

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Make sales on the go with our mobile app.

  • Get real-time notifications straight to your phone
  • Chat with your clients & leads right from the app

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