Custom CRM · Automation · Coaching Business
Coaching CRM
A custom CRM built around how one coaching business actually runs: leads, pipeline, contracts, client sessions and the follow-ups nobody should have to remember.
- Every new lead gets a task the same day
- Speed to lead
- Every new lead gets a task the same day
- Programme starts on signature
- Automated
- Programme starts on signature
- Built around one business
- Custom
- Built around one business
The build
Built for Kiara Alles-Shah alongside her coaching platform, and connected to it. Leads from the website land in the pipeline with a task to reach out the same day. Proposals and contracts flow into the client portal, and a signed contract starts the client's programme automatically. Each client gets a session board built to replace the Monday.com boards she ran clients on. On top sit automations for follow-up nudges and booking reminders, webinar registrations, meeting notes from her call recorder, reports and expenses. One system instead of five tools that do not talk to each other.
