Use cases / A CRM for coaches
A CRM for coaches: from discovery call to client, without the spreadsheet
Most coaching clients start with a form or a booked discovery call. The hard part isn't the call, it's everything around it: replying quickly, following up after the call, and remembering who said "not now, maybe in spring".
What works, with or without a tool:
- Reply to every enquiry within the day, about what they wrote, with a link to book.
- Follow up after every discovery call with a short note on what you heard and the next step.
- Keep a "maybe later" list and write when the moment they named comes round.
- Ask past clients how it's going. It's how referrals and return clients happen.
How AO does it: your website form and Calendly bookings land in one Inbox, one conversation per person, and each booking moves the person along your pipeline. AO drafts each reply and follow-up in your voice for you to approve, sent from your own Outlook or Gmail. Mark someone Later or Follow up if no reply, and the Queue brings them back on the day. The Free plan works with Outlook.
Questions
Is there a free plan?
Yes. After a 14-day trial of Starter with no card, you keep the Free plan with Outlook.
Does it work with Calendly?
Calendly connects on paid plans. Each booking becomes a lead and moves the deal.
Will it email people without asking me?
The first message to each person waits for your approval. On an offer that books appointments, the default is different: Strong fits book on their own, within your hours. You approve the rest. You can change it any time (Ask me first, or Book everyone).
Try it on your own data
Connect your inbox and one source, and AO fills in from what's already happening in your business.
14-day free trial. No card.