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Are You a Coach? Here’s Why You Need A CRM Right Now

Are You a Coach? Here's Why You Need CRM Right Now | The Systems Queens


If you answered the above question that, yes, you are a coach, then you already know that you’ve got to focus on helping your clients achieve their goals. But you know something? Running a successful coaching business also means managing your business operations efficiently, and leaving as much of the ‘admin’ to your systems as possible. The key to making sure you have what you need as the bad-ass coach you are is having reliable software for booking the meetings, managing the clients, and processing the payments owed to you. This is where a booking and payment Customer Relationship Management (CRM) software like PaperBellPractice CRM, or JaneApp can help!

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Today, let’s get you as inspired as the clients you’re looking to coach. Explore with us how PaperBell, Practice CRM, and other booking and payment CRMs can streamline your business operations and show your clients that you are a bad-ass worth hiring.

Simplify Online Booking

One of the main reasons we often suggest using a CRM is the ease of online booking. With a CRM like JaneApp, Paperbell, or Practice, you can create a personalized booking page that seamlessly pairs up with your website or social media. Your clients can then book sessions with you directly through this page and then select a date and time that works best for them—and you! This process removes the need for constant, time-wasting back-and-forth communication and simplifies scheduling for both you as the coach and your client.

Automate Reminders

Missed appointments can be a hassle for coaches and clients alike! With some CRMs, you can set up automated appointment reminders to ensure your clients don’t forget about their sessions. Reminders can be sent via email or text message, depending on yours or the client’s preference. This feature not only reduces the number of missed appointments but also shows clients that you really do value their time and you want to make their experience with you worth their while.

Streamline Payment Processing

Coaches often spend a lot of time managing payments manually, which can be time-consuming and stressful. By using a booking and payment CRM like PaperBell or Practice, you can streamline this process and focus on what you do best: coaching! The best CRM for you should integrate with popular payment processors such as Stripe, PayPal, and Square, and allow you to accept payments from your clients directly through the booking page. Payment processing is secure and straightforward, and you can customize the pricing and billing options to meet your specific needs.

Create Customized Coaching Packages

Many coaches offer a variety of coaching packages and services. CRMs will allow you to create customizable packages that fit your clients’ needs. You can set up one-on-one coaching sessions, group coaching programs, and online courses all within the same system. The ideal platform should also allow you as the coach to add custom fields to the booking form, giving your clients the opportunity to provide more information about themselves and their goals.

Streamline your Client Management

Finally, CRMs like these can provide coaches with a more streamlined way of managing clients. Features like the handy client portal, where your clients can access any overdue invoices, any homework you want to share with them, in addition to upcoming appointment information, etc. Then there is the digital storing of session notes, that makes it easy for you to access any previous notes from sessions or add new ones as needed. 

Using CRMs like PaperBell, Practice, or JaneApp can save you time, reduce stress, and improve the coaching experience you have to offer for your clients. 

By simplifying scheduling, automating reminders, streamlining payment processing, creating customizable coaching packages, and providing valuable client management features, PaperBell and other CRMs can help you take your business to the next level. 

You have a lot to offer and a lot to do. You may as well do it all from one platform! 

If you’re a coach looking to streamline your day and spend more time coaching and less time micromanaging, consider giving a booking and payment CRM a try. And if you need help to decide between Paperbell, Practice, or JaneApp, you can always talk to our Systems Queens! 

We’re passionate about helping coaches reach their business goals, and we understand that there are unique challenges and opportunities that come with this career path you’ve chosen. 

Whether you’re just starting out as a coach or you’re looking to take your path to a whole new level, we’re here to help you every step of the way. From selecting the right CRM to connecting you with trusted partners who can help you grow your coaching business, we’ve got you covered. 

So why wait?

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CRMs aren’t a one-size-fits-all solution!


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