Automations for coaches
Lead capture to CRM for coaches
Coaches know this one well: discovery call requests sit in the inbox overnight. The lead capture flow handles it for you, between sessions, content and discovery calls. Every lead from every source lands in one place, tagged and ready to follow up.
The problems it takes off your list
Discovery call requests sit in the inbox overnight. It costs time every week, which is why coaches ask for the lead capture flow.
What it looks like in practice
Say you run a health coach who runs small online cohorts. Leads used to arrive from three places and get copied by hand. Now each one lands in your CRM within a minute with its source tagged, and duplicates are merged.
How it works for coaches
Step by step, this is what the lead capture flow does with your clients.
- Lead sources are connected: forms, ads, email and portals.
- Each lead is cleaned up and de-duplicated.
- It's added to your CRM with source and tags.
- The right person is notified.
- A weekly digest shows leads by source.
Tools it connects to
You keep working in ConvertKit and Typeform. The lead capture flow sits alongside, built with n8n, HubSpot and Google Sheets.
Questions from coaches
Does the lead capture flow work with ConvertKit?
Often, yes. Before building the lead capture flow I check your ConvertKit account and plan, because some features depend on API access. If there's a gap for your coaching setup, you'll know before you pay anything.
What happens if something breaks?
The lead capture flow sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
What does the lead capture flow cost to run each month?
Setup for the lead capture flow starts at $300 while the launch offer is on, for coaches and everyone else. Tools like OpenAI, Twilio and n8n hosting usually cost $5 to $30 a month, billed to you directly. I'll tell you the exact number before we start.
Want this for your coaching business?
Tell me how your coaching business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built