CRM for coaches
Follow up every 'let me think about it'.
Your sessions tool runs the coaching. This keeps the selling going: the maybes you owe a follow-up, the outreach you promised yourself, and the clients this month needs.
Gone quiet, 30 days
Hannah, discovery call 2 Sep, said she'd think about it
Today's follow-ups
- Send Sam the package detailsYesterday
- Discovery call with Jo10:00am
- Check in with Alex after the workshop4:00pm
Six moments
Your week, from the discovery call to the yes
01After a discovery call
Log the call before the next session starts.
Tap once on your phone and the discovery call is logged with its points. Add follow-ups, referral asks and workshop sign-ups as your own activities, so the buttons match how you find clients.
- Logged before the next session starts
- Your own activities, with your own points
- Every call saved with the day and time
02'Let me think about it'
Every maybe gets a follow-up date, not a place in your memory.
Type "follow up with Hannah Thursday" and it's dated. People you haven't spoken to in 30 days sort to the top, next to today's follow-ups.
- Today's follow-ups, overdue first
- Dated from what you type, like "Thursday 3pm"
- Maybes gone quiet for 30 days, at the top
- Hannahdiscovery call 2 Sep, said she'd think about it33 days
- Marcoasked about the 3-month package in August41 days
- Priticame to your workshop, no follow-up yet38 days
- Send Sam the package detailsYesterday
- Discovery call with JoToday 10:00am
- Check in with Alex after the workshopToday 4:00pm
0310pm, a WhatsApp enquiry
Reply to the late WhatsApp enquiry before they book someone else.
Someone asks about coaching at 10pm. A WhatsApp agent answers from what you've told it, offers discovery call times from your calendar, and passes you the chat when it's stuck.
- Answers from your website and past chats
- Offers times from your calendar
- Passes you the chat when it can't answer
10:12pm
Hi! Do you have space for new coaching clients this month?
Hi Nina, yes, two spots open up this month. It starts with a free 30-minute discovery call. Would you like one?
Sent by the agent
04A full month of sessions
Keep the outreach going when your diary's full.
Set a routine like two outreach messages a day and tick it off from WhatsApp. If it's not done by 8pm, you get a heads-up before the streak breaks.
- Two messages a day, ticked off from WhatsApp
- A heads-up at 8pm before a streak breaks
- The last seven days, as dots
- Outreach messages3 days, best 17
- Ask a past client for a referral6 weeks, best 6
- Book discovery calls7 weeks, best 7
05The month's number
See what each month needs after a slow one.
Put the year's number in as a goal and it shows what each month still needs. Have a slow month and that figure goes up, so you know what the next one has to bring.
- What each month still needs
- On track, at risk or off track
- Update it from WhatsApp when a client signs
Needs $9,400/month for 6 months
06With no boss
No boss to check on you? Biscuit notices a quiet week.
Biscuit is the app's corgi, and his face follows what you log. Nothing since yesterday and he looks sad, so a quiet week is harder to ignore.
- Sad when nothing's been logged since yesterday
- Tired after two quiet days in a slow week
- It won't make the calls for you
Tue 15 Sep
Sad
And the small stuff, handled
Follow up last week's maybe.
Open the list, find who said they'd think about it, and send one message before your next session.