Turn Prospects Into Clients, Automatically
LodoCoach’s CRM and sales pipeline helps coaching practices convert enquiries, track leads and close new business, without needing a separate sales tool.
Visual Sales Pipeline
Move leads through a custom pipeline from first contact to signed contract. Drag, drop and track every opportunity at a glance.
Automated Follow-Ups
Set triggers that send follow-up emails automatically. Never let a warm lead go cold because you forgot to follow up.
Lead Scoring & Qualification
AI flags your hottest leads based on engagement signals. Focus your time on the prospects most likely to convert.
Proposals & Contract Automation
Generate professional proposals and coaching contracts in seconds. Collect e-signatures and get paid, all within LodoCoach.
A Sales Pipeline Built for Coaches
Frequently Asked Questions
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Do I need a separate CRM if I use LodoCoach?
No. LodoCoach’s built-in CRM handles the full lead-to-client journey, from first enquiry to signed contract to active coaching relationship. No need for HubSpot, Salesforce or similar tools.
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Can I customise my pipeline stages?
Yes. Pipeline stages are fully customisable. You can rename, reorder and add stages to match your exact sales process.
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Does the AI automatically score my leads?
Yes. LodoCoach’s AI analyses email opens, link clicks, form completions and engagement history to generate a lead score. This feature is available on the Teams and Business plans.
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Can I send proposals directly from LodoCoach?
Yes. You can generate a professional coaching proposal from a template, send it to the prospect, and collect their e-signature, all within LodoCoach.
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How does LodoCoach handle lead-to-client conversion?
With one click, a qualified lead becomes a client. Their profile, documents and history transfer automatically to the client workspace, no duplication or re-entry needed.
