CRM for coaching · ASRR Tech
What information helps prepare a coaching intake?
Use previously shared goals and practical questions. Collect only what prepares the conversation and leave room to discuss expectations personally.
A practical example
Someone mainly asks about the time commitment of a programme.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Read the original question.
- Highlight expectations.
- Define meeting purpose.
What does success look like?
The intake does not unnecessarily repeat previous discussion.
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.