Run your sales consulting practice with tools built for the way you sell and coach
Create a lead-generating website with discovery call booking, build a custom pipeline, generate proposals and scopes, run coaching programs, and give clients a secure portal — with YeshBe. Describe your process and turn it into working apps, dashboards and workflows tailored to the way you sell.
Start with the basics
Build the tools your sales consultancy actually needs
Sales consultants and coaches juggle lead generation, discovery calls, qualification, proposals, deal reviews, coaching sessions and workshops — often across a patchwork of spreadsheets and generic tools. Important follow-ups get missed, notes live in different places and it’s hard to see pipeline health at a glance.
Use YeshBe to build software around your method. Create intake forms that capture ICP details and qualification scores, a booking page for discovery calls, a pipeline with your exact stages, and a proposal builder with reusable templates, pricing packages and acceptance tracking. For ongoing engagements, build a coaching workspace with session notes, goals, action items and progress tracking.
Bring visibility to your practice with dashboards for win rate, cycle length, stage conversion and forecast by month. Centralize playbooks, talk tracks and case studies, and run training cohorts with schedules, materials and feedback forms — all structured the way you operate instead of forcing your process into a one-size-fits-all tool.
- Custom pipelineDesign deal stages, fields and views that match your methodology (BANT, MEDDICC or your own).
- Proposal & scope builderCreate templates, packages and terms; track versions, pricing and client acceptance in one place.
- Coaching & programsPlan engagements, sessions, goals and action items; track progress across clients and teams.
- Client portalsGive each client a secure portal for updates, deliverables, resources and next steps.
Build it yourself
What sales consultants and sales coaches build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Lead capture website with discovery call booking
Publish a site for your offers, capture qualified inquiries and let prospects book time with you.
PromptBuild a sales consulting website with a home page, services page and a lead magnet section. Add a lead capture form with fields: name, email, company, role, team size, industry, current sales challenge (long text), budget range, and how they heard about us. After form submission, let the prospect pick a discovery call slot from my available times (I should be able to set days, times and slot length). Include an admin dashboard to view leads, filter by source/industry, and manage booked calls.
Sales pipeline and qualification board
Track deals in a board designed for your process and keep next steps visible.
PromptCreate an internal sales pipeline app with a Kanban board and stages: Lead, Discovery, Scoping, Proposal Sent, Negotiation, Closed Won, Closed Lost. Each deal should have: company, primary contact, email, deal value, estimated close date, qualification fields (pain, urgency, champion, timeline), a qualification score (0–100), next step text, next step due date and notes. Include a dashboard with pipeline value by stage, win rate, average cycle length and forecast by month. Add a view that lists overdue next steps across all deals.
Proposal and pricing builder
Assemble proposals quickly from templates, price packages and track acceptance.
PromptBuild a proposal builder for my consulting offers. I need: a template library (title, overview, scope, deliverables, timeline, terms), the ability to assemble a proposal for a client, add pricing line items (name, qty, unit price, discount %), auto-calc subtotal/tax/total, and attach optional packages. Generate a shareable proposal page with a branded header. Let clients click Accept and enter their name to confirm; record acceptance name/date and move the related deal to 'Negotiation' Closed Won' based on my selection.
Client coaching portal
Give clients a private space for goals, sessions, resources and action items.
PromptCreate a client portal for coaching engagements. For each client account, include tabs: Overview (goals, KPIs we’re tracking), Sessions (schedule, past session notes, next agenda), Action Items (tasks with owner, due date and status), Resources (links to playbooks and worksheets), and Updates (weekly check-in form). Provide an admin view for the coach to add/edit notes and assign tasks, and a client view where they can see progress and mark tasks complete.
Questions and answers
Common questions about Sales Consultants
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Describe what you want in plain language and refine it step by step. The platform helps turn your process into working apps.
Can I create a pipeline that matches my sales methodology?
Yes. Define your own stages, fields and scoring logic so your pipeline reflects how you qualify and advance deals.
Can I build a proposal builder for my consulting offers?
Yes. You can create templates, add pricing and terms, generate a proposal page and track client acceptance in one place.
How do client portals handle access?
You can set up private client views so each account only sees its own goals, resources, sessions and action items.
Build the app your sales consultants and sales coaches business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
Start building for free