Client Acquisition for Coaches: FAQ

Coaches capture leads from Facebook Group engagement, post comments, and Messenger conversations. When someone engages with your content or reaches out, save them as a lead with one click. Track them through your enrollment pipeline from first contact to paid client.

A typical coaching pipeline has stages like Engaged, DM Conversation, Discovery Call Booked, Call Completed, Proposal Sent, Enrolled, and Declined. You can customize stage names and add as many stages as your process needs.

Yes. The AI reads each prospect's profile and context, then generates a personalized message. For coaches, this is powerful because you can reference specific things the prospect posted about, making your outreach feel personal and relevant.

Tag leads by the content or group where you found them. Over time, filter by tag to see which sources generate the most leads and clients. This helps you focus your content strategy on what actually converts.

Yes. Generate a team access code and share it with your VA. They can manage leads, update pipeline stages, schedule follow-ups, and add notes under your account. All actions are tracked so you can see what your VA did.

The Pro plan supports up to 5,000 leads. The Lifetime plan has no lead limit. For most coaches, this is far more than enough. A coaching business typically works with a focused list of 100 to 500 active prospects at any time.

Yes. Use tags to segment leads by program interest. Create separate pipelines for different programs or offers. When launching a new cohort, filter your lead list by interest and send personalized invitations using broadcast campaigns.