Built for Business, career, and life coaching
Business, career, and life coaching
Book Discovery Call appointments, capture Coaching Focus and Current Stage on intake, and follow up on a 120-day recall cadence - configured for business, career, and life coaching, not adapted from someone else’s.
What this pack does on day one
- Discovery Call booking, confirmed and reminded automatically
- Recall outreach 120 days after the last visit
- A deal untouched for 21 days is flagged as stale
- Coaching Focus captured on every new contact
Fields your team sees on every contact
- Coaching Focus
- Current Stage
Booking types
- Discovery Call
Follow-up cadence, as configured
Recall outreach goes out 120 days after the last visit. A deal untouched for 21 days is flagged as stale.
Pipeline language
- Discovery Call Booked
- Program Proposed
- Client Enrolled
- Did Not Enroll
Messaging posture
Email first, SMS after registration: outreach starts by email and adds text messaging once your brand and campaign are approved. Nothing is sent by text before then.
Standard 10DLC brand + campaign before any SMS send
Consent is recorded per contact and per channel, and a message the platform is not permitted to send is refused before it reaches a vendor. How the compliance gate works.
Proof
No customer quote for this vertical is published yet. The proof on this page is the configuration itself: real field names, real booking types, real cadence numbers.
Questions this pack gets asked
Where does “Coaching Focus” live?
It is a custom field on every contact in this pack, captured on intake and readable by the pipeline, the inbox and automations. The full set here is Coaching Focus and Current Stage.
What is a “Discovery Call”?
The booking type this pack ships with. It has its own availability, confirmation and reminder sequence, and the pipeline stage language around it is Discovery Call Booked, Program Proposed, Client Enrolled and Did Not Enroll.
Which stage names will my team see?
The stages read Discovery Call Booked, Program Proposed, Client Enrolled and Did Not Enroll - the same pipeline the platform runs for every vertical, with the labels this pack uses.
Is this a compliance certification?
No. The platform is tooling that records consent and refuses what it is not permitted to send; it is not legal advice and not a certification. The terms say so in as many words.
Book a demo for Business, career, and life coaching
Thirty minutes, on your calendar, with this pack loaded.
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