Coach Core — Your Business, Finally in Order
Client Management, Built for Coaches

Your coaching business is growing —
your CRM shouldn't be holding you back.

A fully-customized system for established coaches and consultants who are tired of juggling spreadsheets, missed follow-ups, and manual processes that don't scale.

LEADS FOLLOW-UP INVOICES ONBOARDING INTAKE COACH CORE
everything that used to live in five different places, now runs through one
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Is this actually for you?

If you're doing less than $10K/month, you're probably not ready for this level of systemization yet. If you're scaling past $15K/month and your current "system" is becoming the bottleneck — keep reading.

Not a fit, yet

  • You haven't signed your first 5–10 clients
  • You're still figuring out your process and offer
  • You want a cheap DIY solution to tinker with
  • You're under $10K/month in consistent revenue
  • You're not ready to invest in real infrastructure

A strong fit

  • You have a proven coaching methodology
  • Manual processes are becoming your bottleneck
  • You want systems that work while you coach
  • You're ready to invest in real infrastructure
Two Ways In

Pick the depth your business needs right now

TIER 01

Coach CRM Starter

CRM only — your foundation
  • White-labeled CRM, fully branded to you
  • Pre-built pipelines & template automations
  • Custom fields for how coaches actually work
  • Simple intake form — no live call required
  • Personalized recorded account walkthrough
  • Email & SMS templates for client touchpoints
  • Client dashboard — your whole business, at a glance
  • Bi-weekly group office hours
  • Email support, 1–2 business day response
SETUP TIME 3–5 business days
BEST FOR $15K–$60K/mo coaches
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ADD-ON   Website build — template-based, scoped to your needs Schedule a Demo

Why Work With Me

Software is the easy part.

I'm an Online Business Manager who specializes in building tech and automation systems for service-based businesses. I've built CRMs for dozens of coaches and consultants, and I know exactly where the gaps are in a typical DIY setup.

The difference: I don't just install software. I systemize your actual process, so your CRM becomes the backbone of how you deliver results and scale revenue — not one more app you have to manage.

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5
TOUCHPOINTS THAT USED TO LIVE
IN FIVE DIFFERENT TOOLS — NOW ONE

Questions

Before you apply

What CRM platform do you use?

GoHighLevel, white-labeled specifically for your business. Your clients never see any GHL branding — it looks like your system, because it is.

Can I cancel anytime?

Yes — monthly subscriptions are month-to-month. Setup fees for custom builds are non-refundable once work begins.

What if I need changes later?

Minor tweaks are included at setup. Major changes — new pipelines, new automations — are scoped and quoted separately.

Do you provide training?

Tier 1: a personalized recorded walkthrough of your account, plus the video library and bi-weekly group office hours. Tier 2: live 1:1 onboarding and training for you and your team.

How long does setup take?

Starter: 3–5 business days. Full Platform: 2–3 weeks, depending on the complexity of your process.

Stop running your business out of five different tabs.

Applications are reviewed personally — this isn't a self-checkout.

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COACH · CORE MOCKUP — NOT FINAL COPY OR PRICING