I will setup coaching crm with client onboarding, scheduling and automation for coaches

Struggling with client onboarding, scattered leads and manual follow-ups? I set up your coaching CRM so every lead, discovery call, client and session is tracked in one place.

I work with coaching and client management tools including CoachAccountable, Satori, Thinkific and Teachable. Tell me which one you use or want, and I'll recommend the right setup.

WHAT YOU GET:

• Coaching CRM audit with a written fix list
• Account setup with your branding and programs
• Intake and application forms for new leads
• Client pipeline from lead to discovery call to active client
• Client onboarding flow with welcome emails
• Session scheduling link and booking settings
• Tags, lead sources and team users
• Client portal setup where your tool supports it
• Onboarding, reminder and follow-up automations
• Website and ad lead forms connected to your CRM
• Simple report and training video

WHY ORDER FROM ME:

• Freelance marketer focused on lead generation, ads and automation
• Fast delivery and quick replies
• Clear communication from start to finish
• Setup built around how you coach

PERFECT FOR:

Life, business, career and executive coaches, consultants and trainers.

Order now and let's get your clients onboarded!