CRM for coaching · ASRR Tech
How do you close an unsuitable coaching enquiry?
Record the practical reason without retaining unnecessary personal detail. Explain what can be offered and close sales actions.
A practical example
A requested programme falls outside the team’s offering.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Check offering fit.
- Record the outcome.
- Close follow-up actions.
What does success look like?
The record no longer counts as an active opportunity.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
CRM for coaching: the wider process
Coaching combines sales conversations with delivery of personal guidance. The CRM supports contact from initial interest through intake and decision-making. Decide which information belongs in sales and which is only needed during coaching. An interested follower is not yet a client. Make the transition to an intake or paid programme explicit and identify the follow-up owner. Assess configuration using a recognisable example conversation. Alpha’s existing work with SteelBody and Mannen met een Missie provides context for the commercial process.