STRUGGLING WITH LEADS? Introducing...

Consultant OS

We install the operating system that captures leads and turns them into booked calls, then we deliver measurable improvements every month, without adding work to your plate.

In just 20 minutes, we’ll confirm fit, identify your lead obstacles, and recommend the right OS solution. - Not just suggestions, real tech solutions!

Designed for Consultants, Coaches, and Expert-Led Service Businesses.

Most experts don’t have a lead problem. They have a leak problem.

Leads rarely disappear because they weren’t “interested.” They disappear because:

the first response takes too long
no one owns the lead
opportunities get stuck
follow-up isn’t consistent
no-shows happen and nobody recovers them
old leads and past clients never get reactivated

Result: revenue leakage that’s invisible until you spend hours looking for it.

Until now...

what is Consultant OS

This is growth infrastructure, not marketing busywork.

Consultant OS is a productized system that runs your pipeline the way it should have been running the whole time.

Our clients get:

Marketecs Engine configured as your “growth hub”
Automations that enforce speed-to-lead and follow-up
A clean pipeline with guardrails and next-step tasks
Appointment protection that reduces no-shows
Monthly reporting that show what improved
A monthly optimization play we implement for you
Access to weekly office hours
Access to training and development videos
Access to additional private consulting options

You stay focused on delivery. The OS keeps your pipeline alive.

automations We set-up for you

What’s included in the OS

Core Gap Closure Automations and Modules:

Lead Capture + Routing: forms/chat/inbound routing with owner assignment
Speed-to-Lead: instant response + escalation + task creation
Pipeline Enforcement: stage definitions + automation + stale deal guardrails
Appointment Protection: confirmations, reminders, reschedule, no-show recovery
Reactivation Engine: permission-based follow-up for dead leads + past clients
Referral + Review Engine: automated asks at the right time
Monthly Scorecard: one page, clear numbers, clear next steps

Powered by Marketecs Engine: your all-in-one sales and marketing platform, configured and managed by Marketecs.

Every month you get receipts and improvements.

This isn’t “we set it up and vanish.” Your business changes monthly, so your system should too.

Each month includes:

1) Reporting

leads, booked calls, show rate, opportunities, wins/losses
speed-to-lead + follow-up compliance
uncontacted leads + stale opportunities (your leak list)
what changed this month

2) A Gap Closure Play (we build and ship it)

One targeted improvement based on your scorecard, like:

speed-to-lead + routing fix
pipeline cleanup + stale-opportunity guardrails
no-show reduction + recovery
database reactivation campaign
referral/review automation
conversion boost on your booking flow or key page

Result: fewer leaks, more booked calls, less manual effort.

How it works

How We Implement Consultant OS

Step 1

Revenue Leak Review

(20 min)

A targeted one-on-one conversation, we confirm fit and identify your top lead leaks and constraints.

Step 2

Implementation Sprint

(2-4 weeks)

We customize Marketecs Engine with your OS and give you full access. This is a defined scope and timeline for your lead system.

Step 3

Monthly Optimization

(included)

Reporting + one shipped improvement per month + structured ongoing support.

who is consultant os built for

This is for you if…

you sell via calls and want a more consistent pipeline
you have real value per client (so conversion matters)
your leads come from referrals, content, speaking, partnerships, or ads
you want the system to run without you micromanaging it
you want improvements tied to numbers, not random tasks

This is NOT for you if…

you want “posting content” to be the primary deliverable
you don’t have a clear offer or capacity to fulfill
you have an aversion to technology or automation
you want unlimited custom builds or unlimited support access

Consultant OS Packages

Choose Your OS level

OS Core

Core OS installed + kept healthy

Investment: $3k / month

Includes: set-up + monthly gap closure plays + monthly scorecard + + standard support and customization.

OS Growth

More consistent conversion lift and reactivation

Investment: $4k / month

Includes: Core + additional optimization support and monthly reactivation/nurture.

OS Scale

For teams that want faster progress or more support

Investment: $5k / month

Includes: Growth + 2 Gap Closure Plays/month or maintained funnel assets.

Implementation Sprint (required): scoped after the Revenue Leak Review.

behind Consultant os

Built on 15+ Years of Real-World Experience

At Marketecs, we've been helping expert thought leaders and professional service-based businesses optimize their lead generation and automation strategies since 2009.

Over the years, we’ve tested, refined, and implemented hundreds of strategies that generate leads, convert clients, and create sustainable growth.

So, we've seen first-hand exactly where the problems occur, created systems to fix them, and we have a way to share those systems with Marketecs Engine!

That’s why we created the Consultant OS! The goal of this program is to combine strategy, done-for-you support, system templates, and trusted technology to deliver better results in less time!

400+

Launches

300+

Lead Magnets Created

200+

Clients Helped

85%

Client Retention Rate

HEAR FROM OUR CLIENTS

Kathrine understands entrepreneurs and their marketing needs. She has guided me beyond my expectations.

Patrick Martin

Founder/CEO, Gilman Patrick LLC

Banking Technology Consultant

Working with Marketecs has created the space for action that my business needed! The Marketecs Engine platform is one of the most powerful, simple, and necessary tools I use. The magic isn’t just the tools, it’s the support behind it. Kathrine and her team are responsive, insightful, and genuinely invested in helping you succeed.

Desiree Musselman

Owner, Desired Effects Leadership Development

Leadership Coach, Consultant, & Facilitator

A big THANK YOU to Kathrine and the Marketecs Team. The improvements we have enjoyed over the last few months are remarkable.

Stephen Buyze

President, Advanced Global MSP Coaching

Autotask Advanced Consultant

STILL NOT SURE?

Frequently Asked Questions

Is this just another CRM?

No. It’s the configured system plus the monthly optimization cycle. The Marketecs Engine platform is a very powerful CRM, scheduling, automation, pipeline tool that you will also get access to. However, the Consultant OS is the full operating model, with our templates, experience, implementation, and support.

Will this create more work for me?

No, that is not the intention. You’ll have one monthly review and (at most) 1–2 simple action items. Everything else is installed and maintained for you. However, you will also have the option of additional support through office hours and trainings if you would like more help.

Do you write content or create images for me?

Not as part of the Consultant OS deliverables. We focus on conversion infrastructure and pipeline performance. Content can be scoped as an add-on.

What if most of my leads are referrals?

Perfect. Referrals often leak the most because they’re handled manually. The OS makes them trackable and followable automatically.

What does support look like?

Structured support via ticketing + office hours + defined response times by tier. No chaos, no random Slack emergencies.

Want to stop leaking leads and start shipping improvements?

This is your chance to implement 15+ years of Real-World Lead Automation and Marketing Experience.

We’ll confirm fit, identify your biggest leak, and outline the fastest path to a reliable pipeline.

We limit active installs each month to protect implementation quality.