01 / CaptureAn enquiry with a next step.
Someone asks about working with you. Their details land in your CRM, with the source and the next action attached.
Your forms, inbox and calendar. One clear record. NEW ENQUIRYDF / 01
Meet Jamie.
- Interested in
- Your coaching programme
- Source
- Website enquiry
- Next step
- Arrange a discovery call
01A connection worth keeping.
02 / BookKeep the conversation moving.
Send an agreed next step, make booking straightforward and stop reminders when they reply or choose a time. You handle the conversation.
Timing, permissions and stop conditions are agreed with you. FOLLOW-UP PREVIEWDF / 02
Let’s find a time.
Thanks for getting in touch about coaching. Here’s the link to choose a time for us to talk. Have a question first? Just reply.
- Trigger
- Discovery call requested
- Message
- Booking link shared
- Replies
- Back to you
02A thoughtful follow-up.
03 / OnboardA proper welcome. Without the chasing.
Once you confirm a new client, start the agreed welcome steps: forms, resources and a first appointment. See what is complete and what needs your attention.
A signed agreement or confirmed payment can be the trigger, where supported. CLIENT ONBOARDINGDF / 03
Welcome aboard, Jamie.
- Agreement
- Confirmed
- Welcome resources
- Shared
- Next step
- First session