--- title: "A CRM for coaches" product: Artificial Outreach url: https://www.artificialoutreach.com/use-cases/crm-for-coaches format: Markdown copy of this page for AI agents --- # 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. Screen: Waiting on you, on a phone: a reply to answer and follow-ups to review. (From the live app.) ## 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. Start free: https://orbit.artificialoutreach.com. 14-day free trial. No card. Not sure who your best buyers are? Get your free ICP first: https://www.artificialoutreach.com/free-icp-generator ## For agents: next steps - Start free: https://orbit.artificialoutreach.com (no card ยท 14 days of Starter) - Pricing in Markdown: https://www.artificialoutreach.com/pricing.md - Contact: hello@artificialoutreach.com - Human-readable version of this page: https://www.artificialoutreach.com/use-cases/crm-for-coaches ## Other pages in Markdown - [Home](https://www.artificialoutreach.com/index.md) - [AO books the appointment](https://www.artificialoutreach.com/booking.md) - [Speed to lead for contractors: 2026 website study](https://www.artificialoutreach.com/study/contractor-websites-after-hours-2026.md) - [Missed quote requests calculator for contractors](https://www.artificialoutreach.com/tools/missed-enquiries-contractors.md) - [Missed enquiries calculator for consultants](https://www.artificialoutreach.com/tools/missed-enquiries-consultants.md) - [Use cases](https://www.artificialoutreach.com/use-cases.md) - [Follow up with inbound leads](https://www.artificialoutreach.com/use-cases/inbound-lead-follow-up.md) - [Follow up with free trial users](https://www.artificialoutreach.com/use-cases/follow-up-free-trial-users.md) - [Track your funnel from visitor to paid](https://www.artificialoutreach.com/use-cases/saas-funnel-tracking.md) - [See which sign-ups pay](https://www.artificialoutreach.com/use-cases/stripe-posthog-revenue.md) - [Qualify inbound B2B leads](https://www.artificialoutreach.com/use-cases/inbound-lead-qualification.md) - [Catch churn risk early](https://www.artificialoutreach.com/use-cases/churn-risk.md) - [Find customers ready to upgrade](https://www.artificialoutreach.com/use-cases/expansion-revenue.md) - [Run your agency's pipeline](https://www.artificialoutreach.com/use-cases/crm-for-agencies.md) - [Follow up with people who already know you](https://www.artificialoutreach.com/use-cases/outbound-follow-up.md) - [A CRM for recruiters](https://www.artificialoutreach.com/use-cases/crm-for-recruiters.md) - [A CRM for consultants](https://www.artificialoutreach.com/use-cases/crm-for-consultants.md) - [Online booking and quote follow-up for contractors](https://www.artificialoutreach.com/use-cases/crm-for-contractors.md) - [CRM for landscaping businesses](https://www.artificialoutreach.com/landscaping.md) - [CRM for commercial cleaning](https://www.artificialoutreach.com/commercial-cleaning.md) - [A CRM for travel agencies](https://www.artificialoutreach.com/use-cases/crm-for-travel-agencies.md) - [A CRM for service businesses](https://www.artificialoutreach.com/use-cases/crm-for-service-businesses.md) - [Pricing](https://www.artificialoutreach.com/pricing.md) - [What it is](https://www.artificialoutreach.com/what-it-is.md) - [Release notes](https://www.artificialoutreach.com/releases.md) - [Resources](https://www.artificialoutreach.com/resources.md) - [Free ICP generator](https://www.artificialoutreach.com/free-icp-generator.md) - [Example ICP: SaaS](https://www.artificialoutreach.com/icp/saas.md) - [Example ICP: marketing agency](https://www.artificialoutreach.com/icp/marketing-agency.md) - [Example ICP: accounting firm](https://www.artificialoutreach.com/icp/accounting-firm.md) - [Example ICP: IT managed services](https://www.artificialoutreach.com/icp/msp.md) - [Example ICP: staffing agency](https://www.artificialoutreach.com/icp/staffing-agency.md) - [Example ICP: law firm](https://www.artificialoutreach.com/icp/law-firm.md) - [Example ICP: cybersecurity](https://www.artificialoutreach.com/icp/cybersecurity.md) - [Example ICP: software development agency](https://www.artificialoutreach.com/icp/dev-agency.md) - [Example ICP: consulting firm](https://www.artificialoutreach.com/icp/consulting.md) - [Example ICP: commercial insurance agency](https://www.artificialoutreach.com/icp/insurance-agency.md) - [Cold email deliverability checklist](https://www.artificialoutreach.com/resources/deliverability-checklist.md) - [ICP worksheet for small B2B teams](https://www.artificialoutreach.com/resources/icp-worksheet.md) - [Works with Apollo (your own Apollo key)](https://www.artificialoutreach.com/integrations/apollo.md) - [Healthcare: inbound leads from practices](https://www.artificialoutreach.com/markets/healthcare-practices.md) - [Safety and trust](https://www.artificialoutreach.com/security.md) - [About](https://www.artificialoutreach.com/about.md) - [Talk to us](https://www.artificialoutreach.com/contact.md) - [Privacy Policy](https://www.artificialoutreach.com/privacy.md) - [Terms of Service](https://www.artificialoutreach.com/terms.md)