You've Become the Bottleneck in Your Own Coaching Business
Stop losing clients to poor follow-up and disorganized program delivery. Our CRM automates the busywork so you focus on transforming lives and growing your practice.
Challenges Most Health Coaches Face
Here's the truth about running a health coaching practice:
You became a health coach to help people transform their lives and build a meaningful business. But now you're drowning in administrative chaos - tracking client progress manually, forgetting follow-ups between sessions, and losing potential clients while you're busy with current coaching calls.
- The Real Problem: You're doing everything manually. Interested prospects slip through the cracks while you're coaching other clients, program participants don't get consistent follow-up, and you can't scale beyond one-on-one sessions because of organizational chaos.
- The Manual Trap: Every health coaching client needs systematic check-ins, progress tracking, and program delivery. Without organization, potential clients choose coaches who communicate more consistently and professionally.
Complete Health Coaching Management Benefits
- Automated Client Follow-Up Sequences: Set up once, works forever. Every coaching client gets systematic check-ins and progress support, even when you're busy with other sessions. No more forgetting to follow up on client goals or program milestones.
- Client Progress Organization: Track every client's health journey, goals, session notes, and program progress in one place. See exactly where each client stands and what support they need next.
- Automated Program Delivery: Course materials, check-in reminders, and program content automatically delivered to clients at the right time. No more manual sending of resources or forgetting program schedules.
- Calendar Booking Without Phone Tag: Potential clients can book discovery calls and coaching sessions directly through your calendar. No more back-and-forth scheduling emails eating up your time.
- SMS and Email Automation: Keep clients motivated through automated messages with health tips, program reminders, and accountability check-ins that maintain engagement between sessions.
- Review Request Automation: Happy clients automatically get prompted to leave reviews and refer others at optimal times - typically after achieving their health goals or completing programs.
Why This Works for Health Coaches
- Built for Solo Practitioners: Designed for health coaches who handle client communication, program delivery, and business growth themselves. Simple enough to set up between coaching sessions.
- Health Coaching-Appropriate Templates: Pre-built message sequences for client onboarding, program delivery, goal tracking, and accountability systems.
- No Technical Skills Required: If you can send a text message, you can run this system. Set up in hours, not weeks of complicated training.
- Grows With Your Practice: Start with basic client organization and add automation features as you scale beyond one-on-one coaching.
Direct Support: Work with people who understand coaching business challenges, not corporate support scripts.
Who This ISN'T For
Be honest - this isn't right for you if:
- You already have staff handling all client communication and program delivery
- You're doing over $500K annually (you need enterprise coaching platforms)
- You prefer tracking everything in notebooks or spreadsheets
- You're not willing to spend time setting up better client organization
This IS perfect for you if:
- You personally handle client follow-ups and program delivery
- You lose track of client progress when you get busy with coaching sessions
- You want organized systems without hiring administrative staff
- You're ready to stop doing everything manually and scale beyond just yourself
Get Started With
Health coaching cRm
Ready to Stop Losing
Health Coaching Clients?
Book a 15-minute assessment to see how our software fits your operation.
Qualify your specific needs - We'll review your current systems and identify where you're losing jobs to poor communication
See live software demo - Watch exactly how automation, scheduling, and follow-ups work for businesses like yours
Get custom implementation plan - Learn how to set up automated systems that work with your existing workflow
No pressure sales pitch - Just 15 minutes to see if this solves your actual business problems
Stop Paying for Multiple
Health Coaching Tools
Save $300/month
Simply.Coach (enterprise plan): $150+/month
Practice: $35/month
Healthie (pro features): $79/month
Scheduling software: $25/month
Email marketing: $29/month
Review management: $45/month
Video calling: $15/month
Total: $378+/month
Modern Media Digital: $197/month
Choose Your
Growth Plan
COACH STARTER
$97/month
Perfect for:
Solo coaches
Up to 1,000 contacts
Email/SMS automation sequences
Client pipeline tracking
Online calendar booking
Mobile app for field access
Contact forms for new clients
Mobile app access
Email support
No contracts - cancel anytime
30-day money-back guarantee
🔥Most Popular
COACH PRO
$197/month
Perfect for:
Coaches who want systematic customer communication
Up to 5,000 client contacts
Advanced email/SMS automation
Two-way SMS messaging with clients
Review automation (Google/Facebook)
Payment processing integration
Custom intake forms
Priority email support
No contracts - cancel anytime
30-day money-back guarantee
COACH ENTERPRISE
$297/month
Perfect for:
Growing Coaching practices looking at automation and customer management
Unlimited contacts
Advanced automation workflows
Multiple user access (team members)
Advanced reporting and analytics
Website builder included
API access and integrations
Dedicated account manager
Priority phone support
No contracts - cancel anytime
30-day money-back guarantee
Need Expert Business Automation?
Don't want to figure this out yourself?
Our business automation specialist handles complete setup and optimization for busy service business owners who want results without the learning curve.
FOR STARTER PLAN SUBSCRIBERS
Monthly Business Consulting - $297/month
- Monthly 30-minute strategy call
- System optimization guidance
- Workflow improvement recommendations
- Growth planning and upgrade path consultation
- Email support between calls
- Cancel anytime with 30-day notice
FOR PRO & ENTERPRISE SUBSCRIBERS
Professional Setup Package - $1,497 one-time
- Complete system configuration and data migration
- Industry-specific workflow development
- Custom automation sequences for your business type
- Automated onboarding sequence enrollment
- One 30-minute strategy consultation
- 14 days of priority email support
Monthly Optimization Support - $297/month (optional)
- Monthly 30-minute strategy call
- Advanced system performance analysis
- Priority email support between calls
- Workflow scaling as your business grows
- Cancel anytime with 30-day notice
🗣️ See How Businesses Like Yours Succeed
See How Businesses Like Yours Succeed
Solo Operations
Small service businesses that implement automated communication systems typically see improved response consistency and reduced administrative workload.
Result: More systematic follow-up and streamlined customer communication processes.
Growing Teams
Service companies with 3-10 team members who centralize their customer management often experience better coordination and reduced scheduling conflicts.
Result: Improved team coordination and consistent customer experience across all interactions.
Multi-Location Business
Businesses operating from multiple locations that standardize their communication workflows typically achieve more consistent customer service delivery.
Result: Unified customer experience and centralized management across all business locations.
STILL NOT SURE?
Health Coaches CRM
Question and Answers
Health Coaches CRM Questions and Answers
Question 1: Will this actually work for a health coaching practice?
This system is designed specifically for solo health coaches who handle their own client communication and program delivery. It organizes what you're already doing manually.
Question 2: How quickly can I see results?
Most health coaches notice better client organization immediately and start seeing improved follow-up consistency within the first week.
Question 3: What if I'm not tech-savvy?
The system uses simple automation that works like setting up email. If you can text clients, you can run this system.
Question 4: Will this help me get more health coaching referrals?
Yes, automated follow-up sequences and organized client success tracking help turn satisfied clients into referral sources.
Question 5: Can I track my client progress better with this?
Absolutely. You'll see exactly where each client stands in their health journey, what program materials they've received, and when they need support.
Question 6: What if I only coach a few clients part-time?
Perfect. The system helps you stay organized and professional even with a small practice, and scales as you grow.
Question 7: How does this help with program delivery?
Automated sequences deliver course materials, reminders, and check-ins at the right times without you having to manually send everything.