Services and bookings
For coaches and consultants: which posts and talks bring paying clients.
A coach or consultant sells time and expertise: a free discovery call, then a package of sessions or a project, paid by invoice or a checkout link sent after the call. Tally ties each payment to the visits the client made first, so you can see which posts, talks and referrals bring clients.
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01How they sell
- One-offSingle paid sessions, fixed-scope packages and projects, often invoiced after a discovery call.
- SubscriptionMonthly retainers for ongoing coaching or advisory hours.
02Payments it reads
- StripePaid sessions through Payment Links or a booking tool connected to the coach's own Stripe account, and packages as Stripe invoices; refunds are read.
- Lemon SqueezyCoaches who also sell a workbook or a self-paced programme use Lemon Squeezy for those.
What Tally can't read
- Projects paid by bank transfer outside Stripe aren't read.
- A booking tool that takes payment into its own account rather than yours isn't read.
- What's said on calls, and whether a client gets results, isn't counted.
03Where buyers come from
- LinkedInPosts bring professionals through the LinkedIn app, often weeks before they book a call.
- ReferralsPast clients pass the coach's name on; those visits arrive typed or as shared links in Readable Direct.
- Podcasts and talksA talk or an interview sends people who search the coach's name, then read the about and services pages.
- SearchSearches for coaching in a specialty bring visitors comparing several coaches before booking.
04What Tally answers
How long from first visit to a paid package?
Path to purchase gives the median time and visits from first visit to first payment, with the pages buyers saw, and a flow from the source that started it to the one credited.
Path to purchaseHow many discovery calls come from each channel?
Mark the booking confirmation as a goal and the goals view gives completions by source and the revenue of those visitors once they pay.
Goals and funnelsIs this invoice tied to the client's visits?
The receipt shows the method: an invoice links by the client's email matching your identify call, at medium confidence, and it lists the visits behind it.
ReceiptsDoes LinkedIn bring clients or only likes?
The breakdowns put revenue beside each source and referrer, so LinkedIn's clients can be weighed against search and referrals by what they paid.
Sources with revenue
05Numbers worth watching
- Median time to buy
- The median time from first visit to first payment, which says how long a prospect thinks it over.
- Goal conversion
- Discovery calls booked over visitors, by source.
- Lifetime value by first source
- Average lifetime revenue per client by first source, retainers included.
- Coverage
- The share of revenue linked to a visitor; invoices only link if the client was identified.
06An example
Path to purchase
Last 30 days · 105 of 124 new sales, the ones linked to a visitor
Median time to buy
3days
from their first visit
Median visits
3visits
the one they paid in included
Bought on the first visit
12%
13 of 105
Pages before buying
11
median pages viewed
Where buyers came from, and who closed the sale
105 new sales: where each buyer first came from, and the source credited with the sale.
50% of new sales were credited to the source that first brought the buyer in. Hover or focus a flow for its numbers.
- Googlecredited toGoogle26
- x.comcredited tox.com10
- Other (3 sources)credited toOther (3 sources)10
- Directcredited toOther (3 sources)9
- ChatGPTcredited toChatGPT9
- Other (3 sources)credited toNewsletter9
- Redditcredited toReddit8
- Googlecredited toNewsletter6
6 smaller flows in the table below.
Show the flows as a table
| Brought them in | Credited with the sale | New sales | Share |
|---|---|---|---|
| 26 | 25% | ||
| x.com | x.com | 10 | 10% |
| Other (3 sources) | Other (3 sources) | 10 | 10% |
| Direct | Other (3 sources) | 9 | 9% |
| ChatGPT | ChatGPT | 9 | 9% |
| Other (3 sources) | Newsletter | 9 | 9% |
| 8 | 8% | ||
| Newsletter | 6 | 6% | |
| Direct | 5 | 5% | |
| x.com | 5 | 5% | |
| 3 | 3% | ||
| Direct | 2 | 2% | |
| ChatGPT | 2 | 2% | |
| Other (3 sources) | ChatGPT | 1 | <1% |
Time from first visit to purchase
- 13Same visit: 13 sales (12%), bought in their first visit
- 13Same day: 13 sales (12%), a later visit, under 24 hours after the first
- 301–3 days: 30 sales (29%), 1 to 3 days after the first visit
- 194–7 days: 19 sales (18%), 4 to 7 days after the first visit
- 151–2 weeks: 15 sales (14%), 8 to 14 days after the first visit
- 102–4 weeks: 10 sales (10%), 15 to 28 days after the first visit
- 51–3 months: 5 sales (5%), 29 to 90 days after the first visit
- 03+ months: 0 sales (0%), 91 days or more after the first visit
Pages buyers saw before paying
Share of the 105 buyers who viewed each page before paying
- /pricing96%, 101 of 105 buyers
- /71%, 75 of 105 buyers
- /signup63%, 67 of 105 buyers
- /docs38%, 40 of 105 buyers
- /blog/stripe-fees26%, 28 of 105 buyers
- /compare21%, 23 of 105 buyers
- /changelog8%, 9 of 105 buyers
- /blog/launch-week5%, 6 of 105 buyers
Only new sales count here. Renewals and upgrades belong to the visit that won the subscription, so counting them would count that journey again.
07Setting up
- Any HTML sitePut the tag on every page of your site, including the booking page and its confirmation.
- Call tally('identify', { email }) when someone books a discovery call, so the invoice you send afterwards links to their visits.
- StripeConnect Stripe with a restricted key; invoices, Payment Links and any booking tool charging through your account are all read.
08Questions
I take payment through my scheduling tool. Is that read?
If it charges through your own connected Stripe account, yes, as a Stripe payment, linked by email at best. If it collects into its own account, no.
Most of my clients come by referral. Will those be counted?
Their visits are counted, and Readable Direct separates typed visits and shared links from other no-referrer traffic, which is where referrals show up.
Can Tally see the discovery calls themselves?
No. It counts the booking as a goal if you mark it, and the payment when it comes.