CRM for coaching · ASRR Tech
How do you distinguish a coaching lead from a client?
Base the transition on an agreed decision or start date. Keep interest, intake and coaching as distinct steps with their own responsibilities.
A practical example
An interested person has an intake but has not chosen a programme.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Define the transition.
- Separate sales actions.
- Review new starts.
What does success look like?
The team does not confuse interest with a started programme.
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.