CRM for group coaches

The CRM for group coaches

Fill the next group: landing pages and lead magnets feed the assessment, follow-up runs itself, and every member gets the same onboarding flow and portal.

Lead-source reportingSample data
New inquiries
18
Consultations
7
Active clients
11
Where inquiries come fromLast 30 days
  • Website form42%
  • Referrals26%
  • Email18%
  • Advertising14%

Campaign and lead-source tracking shown with sample data.

Sample data — an illustrative interface, not reported client results.
How it works

A group coaches workflow, start to finish.

One example — the shape stays the same, the details are yours to set.

  1. 1

    One funnel per group start

    A landing page, a lead magnet and capture forms built around the next cohort — each visitor lands as a lead record.

  2. 2

    The assessment qualifies at volume

    Every prospect gets the two-minute conversation; you spend your calls on the people who are ready.

  3. 3

    Sequences do the reminding

    No reply after two days, the SMS follows; reminders go out before the call — all started by rules.

  4. 4

    The same portal for everyone

    Members work through programs, resources and sessions in one branded space, and progress is visible.

What you get

Built for how you actually work.

Landing pages that capture

Brand-styled pages and forms feed leads straight into the pipeline.

Stages at a glance

Who is inquiry, who is booked, who is in the program — one board, not five tabs.

Training content delivered

Courses, quizzes and resources for the group — completions visible to your team.

The next group starts warm

When it is time to open the next one, the pipeline already knows who to talk to.

Where it fits

Go deeper in the product.

Related pages — how each one works, in detail.

Next step

See the CRM built for group coaches.

A short demo, your workflow in mind — the assessment, pipeline, follow-up and portal, in that order.