AI CRM Management & Integration for Business Coaches

We create automations that start when a lead completes a quiz, clicks on an email, or submits a form. To ensure that no warm lead falls between the cracks, AI tools personalise the message and your CRM promptly follows up via email or SMS.

Indeed. We examine and optimise your existing CRM configuration. This could entail enhancing your automation logic, connecting forms, creating lead scoring, or cleaning up tags. Unless you want a new beginning, there’s no need to rebuild.

Of course. Typeform, Calendly, Stripe, Zoom, and your current funnel are all integrated by us. Your CRM will respond immediately with the appropriate next step if a lead completes your quiz, schedules a call, or completes a payment.

Email tools only send broadcasts, but CRMs track the entire relationship, from lead to client and beyond. In order to make your communications more intelligent, tailored, and responsive to real-time behaviour, we integrate your email system with the CRM.

We create unique rules to evaluate lead activity, such as clicks, reservations, and email opens. You can always tell who is hot, who is cold, and who is prepared to schedule a call right now because leads are automatically tagged and scored.

Not unless you’re inclined to. Following the Kickstart setup, we can train your VA and provide a CRM Quickstart SOP. Alternatively, you can use our Marketing Accelerator package to have us handle everything for you on a monthly basis.

This is designed for time-pressed business coaches who wish to increase client bookings, enhance follow-ups, and prevent lead loss without having to handle all the technical details themselves. Regardless of your role as a sales, marketing, or mindset coach, this CRM configuration increases the productivity and scalability of your company.

A comprehensive CRM review, intelligent automations, lead scoring, follow-up triggers, calendar, payment, and form integration, as well as a visual pipeline, are all included. In addition, there are four strategic bonuses, ten hours of professional setup, and unlimited revisions to ensure perfection.

Delivery of the Kickstart EngineTM takes three to five days. After a quick, easy, and done-for-you 30-minute Discovery Call, we map your CRM, create the automations, go over everything with you, and then go live.

Although we also work with HubSpot, ActiveCampaign, ConvertKit, and other marketing CRMs, we suggest GoHighLevel because of its comprehensive features. Without forcing you to switch platforms, we select the best tool based on your company’s needs.

Yes, and it’s really the best. Instead of a cumbersome tool with a steep learning curve, we will set up a system that works with your workflow. To ensure you’re never stuck, we also offer training or transfer it to your VA with explicit SOPs.

We’ll go over your existing leads, re-tag or segment them according to their behaviour, and clean the list if necessary. With the use of re-engagement workflows, we can assist you in reviving any dormant cold leads.

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Lead scoring allows you to concentrate your efforts where they are most needed by ranking your contacts according to their level of engagement. You’ll be able to tell who has gone cold, who needs a follow-up, and who is prepared to book. No more speculating.

From tagging the client after payment to sending contracts, setting up calls, making folders, and delivering welcome packets, we can automate every step of your onboarding process. Additionally, we create nurture sequences for referrals, testimonials, and upsells.

It’s true that we create a visual pipeline that shows you where each lead is at all times, such as “New Lead → Booked → Closed.” Depending on your preference, this can be used within ClickUp, Trello, or GoHighLevel.

We can continue to assist you with a monthly retainer, or you can handle it yourself using the SOPs we’ve provided. In either case, you’ll have a strong system in place and know exactly what to do next.

enormously. You can save hours every week without adding more employees by automating lead follow-up, appointment reminders, client onboarding, and payment workflows.

Yes, during the Kickstart phase, we provide an unlimited number of revisions. Following that, you have the option of scheduling hourly support or upgrading to monthly management for continuous adjustments and enhancements.

No, we work with coaches all over the world, including in the US, Europe, NZ, and the UK. We customise each CRM system to your tools, time zone, and workflow, and everything is managed virtually.