For business coaches

Systems built for business coaching.

Capture leads, organise sales conversations, automate follow-up and track client onboarding — with one record per prospect from first inquiry.

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 complete
Illustrative interface — sample data, not a live customer account.

Lead capture that qualifies

Forms and landing pages collect the information you need to judge fit before you call back.

Conversation tracking

Calls, emails and notes sit on the contact record, so follow-up never depends on memory.

Automated follow-up

Consent-based email and SMS sequences keep prospects moving between conversations.

Onboarding and delivery

Agreements, intake, payments and resources run as a checklist for every new client.

Next step

Start from how your practice runs today.

We map your current workflow and suggest the smallest first phase that removes the most manual work.