Forms that feed the CRM
Landing pages and lead-capture forms write straight into contact records.
CRM for health coaches
The CRM for health coaches
Intake before the first call, confirmations and reminders on their own, programs and resources in a branded portal — so clients arrive prepared and stay on track between sessions.
Client onboarding
- Confirmation email sent
- Intake form completed
- Welcome call booked
- Goals agreed
- First payment received
- Resources shared
- Portal access granted
Onboarding on track
Client portalActive client
- Session workbook
- Program overview
- Resource pack
How it works
A health coaches workflow, start to finish.
One example — the shape stays the same, the details are yours to set.
- 1
Capture with a form or lead magnet
An ebook, quiz or landing-page form turns a curious visitor into a lead record — no copy-paste into a spreadsheet.
- 2
Intake before the consultation
The onboarding flow sends a confirmation email, then the intake form — nobody has to chase for it.
- 3
Reminders go out on their own
Confirmation email, calendar sync and meeting reminders before every call — the admin runs itself.
- 4
Programs keep clients moving
The portal shows the program, resources and progress — clients see what is next, you see what is due.
What you get
Built for how you actually work.
Email and SMS follow-up
Sequences with unsubscribe handling built in — no inbox gymnastics.
Resources in one place
Documents, links and session material live with the client, not in your files.
Reporting without the spreadsheet
A dashboard of pipeline health, active clients and where inquiries come from.
Where it fits
Go deeper in the product.
Related pages — how each one works, in detail.
Next step
See the CRM built for health coaches.
A short demo, your workflow in mind — the assessment, pipeline, follow-up and portal, in that order.