CRM for coaching · ASRR Tech
How do you record referrals to a coaching business?
Record that an enquiry came through a referral and capture relevant context. A referrer and commercial partner are not automatically the same category.
A practical example
An existing client mentions the programme to a colleague.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Define the referral category.
- Check origin.
- Keep relevant context.
What does success look like?
Reporting distinguishes referrals from paid and owned channels.
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.