Qualify before the call
The assessment does the discovery, so the consultation starts at the interesting part.
CRM for business coaches
The CRM for business coaches
Your prospects talk revenue, margin and growth — so does the assessment. KPI discovery in chat, matched strategies, then a pipeline that moves from inquiry to engagement.
New inquiry3
AH
Amelia Hart
New inquiry
TO
Tomas Oliveira
New inquiry
EW
Emma Walsh
New inquiry
Consultation booked2
SM
Sofia Marchetti
Consultation booked
LB
Liam Bennett
Consultation booked
Follow-up due2
PR
Priya Raman
Follow-up due
NC
Noah Clarke
Follow-up due
Active client2
HK
Hannah Kim
Active client
JR
James Reid
Active client
How it works
A business coaches workflow, start to finish.
One example — the shape stays the same, the details are yours to set.
- 1
The assessment opens with their numbers
It asks about the KPIs that matter to the business in front of it — chat, quiz or voice — and keeps the answers on the record.
- 2
Strategies match the KPIs
Matched strategies come from a library with projected impact — clearly labelled as projections, never as promises.
- 3
Stages and tasks carry the sale
The prospect lands in your pipeline with the next action set. Tasks with due dates keep it moving without memory.
- 4
Proposal to payment, in sequence
A proposal goes out, the invoice carries a pay page, and Stripe checkout handles the rest — in the client's portal.
What you get
Built for how you actually work.
Follow-up that does not slip
Email, SMS and voicemail run on rules — a new inquiry or a stage change starts them.
Dashboards you can read
Pipeline health, new vs returning clients, and where inquiries actually come from.
One timeline per account
Notes, emails, calls and tasks sit with the record — not in someone's head.
Where it fits
Go deeper in the product.
Related pages — how each one works, in detail.
Next step
See the CRM built for business coaches.
A short demo, your workflow in mind — the assessment, pipeline, follow-up and portal, in that order.