One discreet record
Everything about the engagement on one timeline — notes, emails, calls and tasks.
CRM for executive coaches
The CRM for executive coaches
Qualified inquiries instead of long email threads, consultation bookings with confirmations and reminders, considered follow-up — and a portal that holds client material between sessions.
SM
Sofia Marchetti
Consultation bookedExecutive
Website form
Coach
Follow-up call
Activity historyAll
- New inquiry received
- Intro email sent
- Consultation booked
- Reminder SMS scheduled
- Follow-up call task
SM
How it works
A executive coaches workflow, start to finish.
One example — the shape stays the same, the details are yours to set.
- 1
Inquiry lands, assessment qualifies
A prospective client answers a short assessment instead of opening a long email thread — chat, quiz or voice.
- 2
Consultation with confirmations
Bookings come with a confirmation email and reminders, with calendar and meeting sync behind them.
- 3
Follow-up stays in email
An intro email on day one, a considered nudge if there is no reply — you add the personal part.
- 4
Portal between sessions
Session material and progress live in a branded portal, so the record — not an inbox — is the source of truth.
What you get
Built for how you actually work.
Referrals tracked as leads
Form, referral, campaign or ad — the source stays visible without a spreadsheet.
The next action is always set
Tasks sit on the record with a due date, so nothing waits on memory.
Status you can trust
Every capability on this site is labelled Live or Coming soon — nothing is rounded up.
Where it fits
Go deeper in the product.
Related pages — how each one works, in detail.
Next step
See the CRM built for executive coaches.
A short demo, your workflow in mind — the assessment, pipeline, follow-up and portal, in that order.