A 27-year-old with $8,000 in a Robinhood account, six months of self-taught chart-watching, and a day job lands on your sales page at 11pm. They want to know if your coaching is for absolute beginners or experienced traders, what the minimum capital recommendation is, whether you teach day trading or swing, if there is a refund if it does not work, and when the next live cohort starts. Your DMs are full of the same question worded forty ways. Meanwhile two competitors run live qualification quizzes on their sites and convert at twice your rate.

SleekAI maps your coaching programs as a CPT in wp_posts, with tier (Foundations $497, Swing Pro $1,997, Options Mastery $3,997) in postmeta, recommended capital floor ($1k Foundations, $5k Swing Pro, $10k Options Mastery), strategy focus in a taxonomy (day, swing, options), cohort start dates as a recurring date field, format (live Zoom, on-demand, hybrid), and refund window (14 days, no-questions). The bot asks experience level, account size, and how much time per day they can dedicate, then recommends Swing Pro for someone with $8k and one to two hours a day after work, with Options Mastery as the next step in six months.

Generic chatbots fall apart here because they cannot read your tier capital floors, cannot match a part-time trader to swing instead of day trading, and cannot present FTC-compliant earnings disclaimers in every reply that mentions profit or returns. SleekAI grounds every reply in your published program data, forces a hypothetical-results disclaimer on every earnings claim, and routes prospects below capital threshold to your free YouTube playlist instead of selling them a $3,997 program they cannot fund.

The trading-coach market is full of aggressive funnels promising five-figure monthly returns and selling the same $2,000 course to absolute beginners and seasoned traders alike. The coach who actually qualifies prospects into the right program wins on long-term reputation, refund rate, and student outcomes. Refund volume in this market routinely exceeds 20 percent for the bad actors.

A bot that politely declines under-capitalized prospects, matches part-time traders to swing instead of day, and forces a hypothetical-results disclaimer on every earnings reply cuts that refund rate in half and improves the testimonials that compound into the next cohort. SleekAI turns your existing program catalog into the qualification engine. Capital floors live in postmeta.

Cohort dates live in a date field. Strategy focus lives in a taxonomy. Refund windows live in a number field.

The bot reads all of it on every turn. The FTC compliance story is the second reason to ship this. Earnings claims in the trading-education space are regulated, and the bot is configured to never make specific income promises, always append a hypothetical-results disclaimer, and route P&L questions toward skill and process discussions.

The chat log gives you a defensible record of exactly what the bot said to every prospect, queryable by date and topic. The first month after rollout, most coaches see their DM volume drop substantially while qualified-checkout rate climbs because prospects arrive at the cart already in the right program with their objections handled.