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Innovate | Automate | Elevate

Who We Are

Scotia AI envisions a future where businesses of all sizes and industries can harness the power of Automation
to streamline processes, elevate customer interactions, and achieve sustainable growth.

Our Mission Is Crystal Clear

Empower organizations with cutting-edge  automation and custom solutions.

Our squad consists of AI experts, tech whizzes, and industry gurus – a powerhouse team for customized business solutions.

We are redefining how Coaches & Consultants operate in this new  digital age.

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Effortless Customer Service with Conversational Chatbots

Elevate your client’s experiences with our intuitive chatbots. Provide instant support, and gain valuable information from your coaching or consulting clients- all in a friendly, conversational manner. 

Available 24/7 these chatbots are trained on your business to give accurate answers when your clients need them the most.


customer service chatbot
Lead Gen for coaches and consultants

Boost Leads and Conversions 

Our Lead Generation Chatbots offer the ultimate solution for coaches and consultants seeking to increase leads and conversions. Designed to engage potential clients in a friendly and personalized manner, our chatbots provide relevant information about your products and services.

Capture contact information from interested prospects and nurture those relationships over time. This allows you to convert more leads into valuable sales.

Addressing Pain-Points In Your Coaching and Consulting Business

Whatever your pain points, we can help automate them and save you time and money!

    • Scheduling and Appointments
    • Client Data Management
    • Progress Tracking
    • Personalized Client Interactions
    • Content Creation
    • Marketing Automation
Pain Points of coaching of consulting business
What You Get as our customer

What You’ll Get

Increased Efficiency

Chatbots automate all the small time-consuming tasks you need to do when a customer calls. Our chatbots ask your new customers all the right questions and connects to your CRM and bookkeeping software. It gives you everything you need to know – and you didn’t need to take notes!

Advanced Analytics

Your business can’t improve or scale if you can’t measure results. Advanced data reporting and sentiment analysis will give you insights into client trends and behaviors. You will be able to make informed, data-driven business decisions from the detailed reporting and analytics

Guidance & Support

Included is our expert guidance and ongoing support to make sure you get the most from our services. We make sure the automations & chatbots work in harmony with your business, creating a smooth operation from the time a prospective client reaches out until you close the deal.

How Our Virtual Systems Help You Rise Above Your Competitors

We Call Our Customer Service Chatbot “Lucy”, But You Can Call Yours Anything You Like.

Lead Gen & Qualifier System

A Lead Gen chatbot is great for automating information gathering and engaging with new clients that come from your website and social profiles. Your AI assistant will qualify your clients’ wants and needs and add all that information into one spot – your CRM

Customer Service System

We train your chatbot on all the questions your clients might ask, and guide them through processes to give them personalized service. Your customers will be amazed!

Lucy is our customer service chatbot

Appointment Setting System

After your chatbot gathers all the details it needs from its chat with each prospective new client, they will be guided to make an appointment that suits everyone’s schedule. These appointments go straight to your CRM so you know when you have appointments and whom they are with. Automated emails are sent and reminder notices too. 

Sales & Conversions System

We train your chatbot on your business so it can give information specific to your practice. It will answer any concerns prospective clients have while guiding them into your sales funnel. 

Frequently Asked Questions

We specialize in making coaching and consulting businesses run smoother. We free up time so you can add more clients and make more money. Or take a day off (imagine that!).

This is the use of various software that completes a task. Some automations have as little as 2 software platforms and others could have 10 or more. For  example: if you have an existing CRM (Customer Relations Management) that includes a chatbot widget such as Go High Level does, you can use Chat GPT to make the chatbot function with an API key.   

We are concentrating on the coaching and consulting industries, but most of our automations would fit into any business to help them to save time and increase their ROI in so many ways.

Not at all. We set everything up so your systems work seamlessly.

No. Each bot or automation can work on it’s own or integrate with other automations. Some of our clients only want a chatbot and some want a whole system. You can start with one piece and add on as you go.

The best way to start is to book a no obligation call that lasts usually half an hour but might run longer if you have lots of questions. You can book at this link:

Although we hate to see anyone lose their jobs, we also know times are tough.

If you don’t already have a receptionist we can add a virtual assistant that can  chat with clients, answer phone calls, book appointments and answer questions.

SB Customer Service Bot