Start each coaching conversation with the context you need.
A simple CRM for coaches that begins with the enquiry. Keep contact details, application answers and buyers together instead of piecing the conversation back together.
Let your coaching website do the first introduction
Use a form to ask who someone is, what they want to work on and how you can contact them. Their submission becomes a lead in your workspace. You can start with a short enquiry and leave detailed onboarding until you know the coaching is a good fit.
Keep the answers beside the person
Return to the prospect’s goals and the site they enquired through when you prepare a reply. Your Leads list brings that context together. It is especially useful when enquiries arrive from different pages, offers or coaching projects.
- Contact details and form answers
- Source information for the enquiry
- A shared view of leads and buyers
Six-session coaching package
Know what is included and how we will work together.
Connect interest with an agreed package
When a prospect is ready to work with you, share the relevant coaching offer. Buyers are recorded in the workspace, keeping your website and package workflow connected. Arrange the sessions and deliver your coaching through the process you use with clients.
CRM for Coaches: your questions answered
What makes this a CRM for coaches?
It connects the public enquiry to a lead record containing contact details and form answers. Coaching package buyers are recorded too, giving you a simple place to organise the business relationship.
Can I automate coaching follow-up emails?
Use Orbits to collect applications and organise your leads, then follow up through your existing email tool. Automated email sequences are not currently included.
Should I collect sensitive client information in the first form?
Keep the first enquiry focused on contact details and broad coaching goals. Choose a suitable professional process for any confidential records or sensitive information you need later.
Can I start free?
Yes. Start with a free Orbits workspace and try the website, lead capture and content tools. You can review your available usage and upgrade options in the app.
Make your next move.
Start with your website, your next enquiry or a clear offer.
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