Simple CRM for Coaches
Easy client management
6 followers
Easy client management
6 followers
🚀 CoachlyCRM – The simple, powerful CRM built for coaches & consultants! 💼 Get lead management, calendar sync, client docs, invoicing & more for just $5/month. No tiers, no hidden fees – full access to everything! 🔓 ✨
YouMind
Loving the simplicity and focus of CoachlyCRM! 🎯 The session templates sound like a great way to streamline onboarding. Are there any customization options available for these templates to fit different coaching styles? 🤔
@jaredl Thanks so much! 🙌
Absolutely! The session templates are designed to be fully customizable - you can adjust the duration, add your own questions/prompts, include specific exercises, and even create different template types for various coaching styles (whether you're doing life coaching, business coaching, or specialized consulting).
You can build templates for different session types too - intake sessions, follow-ups, goal-setting meetings, etc. The idea is to give you that structure and consistency while still letting you make it completely your own.
We're also planning to expand the customization options even further as we get more feedback from coaches about how they're using the feature - so if there's something specific you'd love to see, we're all ears!
Really appreciate the feedback - it's exactly this kind of thoughtful question that helps us keep building the right features! 🚀