For independent coaches, coaching practices and growing coaching teams in the US, UK, Ireland, Canada, Australia, New Zealand, UAE and Singapore.
Coaching pipelineExample workflow
New inquiry3
AH
Amelia Hart
Website form · 2h ago
New inquiry
DO
Daniel Okafor
Referral · 5h ago
New inquiry
Consultation booked2
SM
Sofia Marchetti
Tue 14 Apr · 10:30
Consultation booked
LB
Liam Bennett
Wed 15 Apr · 15:00
Consultation booked
Follow-up due2
PR
Priya Raman
Last contact · 3 days ago
Follow-up due
NC
Noah Clarke
Last contact · 4 days ago
Follow-up due
Example coaching-business workflow — illustrative interface with sample data.
Consultation booked
Tue 14 Apr · 10:30 (GMT)
SMSofia Marchetti
Follow-up timeline
Intro email sentMon 09:12
SMS reminderMon 14:00
Call task dueTue 11:00
Built for coaching businesses
Designed around how coaches attract, qualify and keep clients.
Start small, expand later
Begin with one improvement and add capability as you grow.
Connect the tools you keep
Official APIs and integrations instead of unnecessary rebuilding.
Remote, international delivery
Working with coaching businesses across eight markets.
The workflow
From first inquiry to renewal, in one connected path.
Most coaching businesses lose time in the gaps between tools — an inquiry in one place, a booking in another, follow-up in someone's inbox. This is the same path, with each stage handing off to the next.
1
Reach
Content, social, advertising and referrals bring the right prospects to your work.
2
Capture
Focused landing pages and forms turn interest into an organised lead record.
3
Qualify
Collect the information you need to judge fit and prioritise follow-up.
4
Book
Prospects self-schedule consultations with reminders and time-zone support.
5
Follow up
Consent-based email, SMS, calls and tasks stay on one timeline.
6
Onboard
Agreements, intake forms, payments and welcome steps run as a checklist.
7
Support
Clients reach resources, assignments, progress and session notes in one place.
8
Renew
Track outcomes, renewals and referrals before momentum is lost.
One record per personHandoffs happen automaticallyConsent recorded per channel
Platform capabilities
Six capability groups, one connected system.
Each group solves a specific problem coaching businesses run into — not a list of features for its own sake.
Website & conversion
Your website is the first impression a prospect has of your coaching. A clear, conversion-focused site turns visitors into qualified inquiries — and gives every campaign somewhere to send people.
New websites
Landing pages
Lead magnets
Conversion forms
Analytics
Offer pages
New inquiryConsultation bookedFollow-up dueActive client
Lead & CRM management
A structured pipeline so every prospect gets the right follow-up at the right time.
Contact records
Lead pipeline
Tags & segmentation
Tasks & reminders
Lead-source tracking
Booking & communication
Self-scheduling with reminders, and consent-based follow-up that keeps conversations warm.
Consultation booking
Calendar sync
Automated reminders
Email sequences
Consent-based SMS
Marketing & outreach
Connect social content and advertising directly to lead capture, so campaigns produce organised prospects instead of impressions — with attribution you can read.
Social-content planning
Ad lead capture
Campaign tracking
Landing-page funnels
Follow-up tasks
Permitted LinkedIn support
Onboarding & client delivery
Replace manual paperwork with structured onboarding and a branded portal clients actually use between sessions.
Intake forms
Contracts
Payments
Welcome sequences
Client portal
Resources & assignments
Goals & progress
AI & integrations
Reduce repetitive admin and connect the tools you already pay for.
AI-assisted drafts
Lead categorisation
Meeting summaries
Webhooks & API
Reporting dashboards
Lead pipeline
Organise the path from inquiry to client.
Every prospect lands in a visible stage with an owner, a next task and a full history — so nothing goes quiet because it lived in an inbox.
Stage-based pipeline with a clear next action
Lead-source tracking from the first touch
Tags, notes and tasks on the same record
Lead pipelineIllustrative interface
New inquiry3
AH
Amelia Hart
Website form
New inquiryLeadership
TO
Tomas Oliveira
Referral
New inquiryExecutive
EW
Emma Walsh
Advertising
New inquiryGroup
Consultation booked2
SM
Sofia Marchetti
Tue 14 Apr
Consultation bookedExecutive
LB
Liam Bennett
Wed 15 Apr
Consultation bookedBusiness
Follow-up due2
PR
Priya Raman
3 days quiet
Follow-up dueCareer
NC
Noah Clarke
4 days quiet
Follow-up dueBusiness
Active client2
HK
Hannah Kim
Session 4 of 8
Active clientOnboarding complete
JR
James Reid
Renews in 30 days
Active clientRenewal opportunity
18 new inquiries7 consultations booked5 onboarding completeSample data
Illustrative interface — sample data, not a live customer account.
Contact record
One record for every conversation.
Emails, calls, notes, bookings and tasks sit on a single timeline, so anyone helping you can pick up a conversation without asking around.
Complete activity history in chronological order
Consent recorded for every channel used
Files and notes where the work already happens
Contact recordIllustrative interface
SM
Sofia Marchetti
sofia@example.com
Consultation bookedExecutive
SourceWebsite form
OwnerCoach
Next taskFollow-up call
Activity historyAll
New inquiry received
Website form · Mon 09:04
Intro email sent
Automated · Mon 09:12
Consultation booked
Tue 14 Apr · 10:30 (GMT)
Reminder SMS scheduled
Consent recorded
Follow-up call task
Due Tue 11:00
SMNotes, emails, calls and tasks stay on one timeline.
Illustrative interface — sample data, not a live customer account.
Booking & follow-up
Let prospects book — and stay warm until they do.
Prospects choose a time in their own time zone. Confirmations and reminders go out on schedule, and consent-based follow-up keeps the conversation moving.
Calendar sync with time-zone support
Confirmation and reminder sequences
Consent-based email and SMS follow-up
Consultation bookingExample workflow
Select a timeGMT+1
Mon
13
Tue
14
Wed
15
Thu
16
09:3030 min
10:30
14:0030 min
Confirmed
Consultation · Sofia Marchetti
Tue 14 Apr · 10:30–11:00 (GMT)
SMAdded to calendar with time-zone support
Reminder sequence
Confirmation emailSent on booking
Reminder email24 hours before
Reminder SMS2 hours before · consent recorded
Example workflow — illustrative interface with sample data.
Onboarding & portal
Replace paperwork with a guided start.
Agreements, intake forms, payments and welcome steps run as a checklist. Clients get one place for resources, goals and session notes between sessions.
Structured onboarding checklist
Branded client portal for resources and goals
Session notes and progress in one view
Onboarding & client portalIllustrative interface
Client onboarding5 of 7
Agreement signed
Intake form completed
Welcome call booked
Goals agreed
First payment received
Resources shared
Portal access granted
Onboarding on track
Client portalActive client
Session workbookPDF · 12 pages
Goal trackerUpdated weekly
Session notes3 entries
Session 4 of 850%
Illustrative interface — sample data, not a live customer account.
Website vs connected system
A website is the front door.
A website shows what you offer. A connected system manages everything that happens after someone visits — from first inquiry to a long-term client relationship.
Website only
A standalone site provides information and a contact form. It does not capture, organise or follow up with the people who reach out.
What you get
Online presenceincluded
Service informationincluded
Contact formincluded
Basic bookingincluded
What still happens manually
CRM pipelinenot included
Follow-up workflowsnot included
Onboardingnot included
Client portalnot included
Reportingnot included
Connected system
Website, leads, booking, follow-up, onboarding and client management work as one workflow — each stage passing the next without re-entry.
What you get
Website and landing pagesincluded
Lead capture and formsincluded
CRM pipelineincluded
Booking and calendarincluded
Email and SMS follow-upincluded
Paymentsincluded
Onboardingincluded
Client portalincluded
Reportingincluded
Integrationsincluded
Service pathways
Start where you are, grow as you go.
Three ways to engage. Scope, implementation and third-party platform costs depend on the workflow and integrations you actually need.
Foundation
For coaches starting without a website — or with one that never produced inquiries.
Integration and third-party platform costs (email, SMS, payment, CRM) are billed by those providers and depend on scope. Every pathway starts with a Systems Review.
Frequently asked
Common questions about coaching systems.
What coaching businesses usually want to know before a first conversation.
Not at all. Many coaching businesses start from scratch, with a professional website built as the first part of a connected system.
Next step
Build the system behind your next stage of growth.
Tell us how you currently attract, manage and support clients. We will help identify a practical place to start — and the smallest sensible first phase.