CRM for coaching · ASRR Tech
What do you hand over from intake to coaching?
Transfer commitments, chosen programme and practical start details. Keep sales context identifiable and agree which additional information the coach collects.
A practical example
The intake agrees a preferred start date the coach needs to know.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Confirm the programme.
- Collect start commitments.
- Ask coach to review.
What does success look like?
The start matches agreements made during intake.
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.