CRM for Coaches
GoHighLevel set up for coaches and course creators: sales funnels with upsells, newsletter workflows and course delivery, with your leads, clients and payments in one account.
A call with Ritch. Bring your offers and the tools you use today.
What should a CRM for coaches do?
A CRM for coaches should capture leads, follow up until they book a call or buy, deliver what they bought, and keep in touch afterwards. Softlink IQ builds that in GoHighLevel for coaches and course creators: sales funnels with upsells, booking for discovery calls, newsletter workflows and online course delivery, all in one account.
Follow-up is where many coaching sales slip. A Harvard Business Review study of 2,241 US companies found only 37% answered an online lead within an hour, and the average wait was 42 hours. A workflow replies to a new lead straight away, and keeps following up until they book or say no.
Courses and memberships live in GoHighLevel too, so a purchase can open the course, add the buyer to the right newsletter and start the next sequence without anyone copying names between tools.
Sales funnels with upsells
Opt-in, sales and checkout pages with an upsell after purchase, built in GoHighLevel.
Discovery calls booked
Leads book a call on your calendar and get a reminder before it.
Newsletter workflows
Welcome sequences and newsletters that go to the right list, based on what each person signed up for or bought.
Course delivery
A purchase gives the buyer access to the course or membership straight away.
How does a lead become a coaching client?
This is the journey we build for coaches, in your own GoHighLevel account.
They opt in
A free guide, webinar sign-up or form adds them as a contact, tagged by what they asked for.
They hear from you straight away
A welcome email or text goes out at once, then a short sequence that stops when they book or buy.
They book or buy
A discovery call on your calendar, or a checkout with an upsell after purchase.
They get what they paid for
Course or membership access opens on purchase, and they join the newsletter for clients.
Can GoHighLevel run your newsletter?
Yes. GoHighLevel sends email campaigns and workflow emails, so your newsletter can live next to your leads and clients.
Lists from tags
People are grouped by what they signed up for or bought, so each email goes to the right people.
Moving from another tool
We move your subscribers into GoHighLevel, leaving out anyone who unsubscribed.
What do we need from you to set it up?
A call with Ritch covers it. These are the things we ask for.
What you sell
Your programs, courses, calls and prices, and which offer comes after which.
Where your audience is now
Your current email list, course platform and booking tool, so we know what to move and what to connect.
Your payment account
The payment account your checkout should use, such as Stripe.
CRM for coaches questions
Still not sure?Ask Ritch directly on a call.
What is the best CRM for coaches?
One that keeps leads, calls, sales, courses and newsletters in one place, so follow-up happens on its own. We build this in GoHighLevel, which includes funnels, calendars, email, texting, courses and payments.
Can GoHighLevel host my online course?
Yes. GoHighLevel has courses and memberships built in. We set up access so a purchase gives the buyer the course straight away.
Can you build a sales funnel with upsells?
Yes. We build the opt-in, sales and checkout pages, the upsell after purchase, and the emails that follow.
Can I move my email list from another tool?
Yes. We move your subscribers into GoHighLevel and leave out anyone who unsubscribed, then check the list before any email goes out.
Do I need A2P registration to text clients?
Only if you text US contacts from a local 10DLC number, and then yes. Carriers filter business texts from unregistered numbers. Email-only setups do not need it.
How much does it cost?
It depends on your funnels, courses and how many workflows you need. You get a quote before any work starts. GoHighLevel, messaging and payment fees are separate.
Put your coaching business in one place
Tell Ritch what you sell and where your audience is today. He will map the funnel and follow-up for your business, and you get a quote before anything is built.