Kommo CRM for Coaches & Consultants
Automate client acquisition, lead nurturing, and relationship management. Increase client conversion by 180% and scale your coaching business efficiently. Ready CRM solution for professional coaches.
Problems Coaches & Consultants Face Daily
Without proper CRM automation, coaches struggle with lead management, client acquisition, and scaling their business
Low Conversion Rates
Leads lose interest without proper follow-up and nurturing
Manual Lead Management
Tracking leads and clients manually takes hours each week
Inconsistent Follow-up
Missing follow-ups with prospects and existing clients
Scaling Challenges
Can't serve more clients without sacrificing quality
Coaching & Consulting Sales Funnel with Automation
See how Kommo CRM automates every stage of your coaching business, from lead generation to client success and business growth
Lead Magnet & Discovery
Attract potential clients with valuable free content
Automation Features:
- ✓Automated lead magnet delivery (ebooks, guides, assessments)
- ✓Welcome email sequence with value-driven content
- ✓Lead scoring based on engagement and downloads
Nurturing & Education
Build trust through educational content and mini-lessons
Automation Features:
- ✓Automated email sequence delivery
- ✓Behavioral triggers based on content consumption
- ✓Personalized content recommendations
Discovery Call Booking
Convert engaged leads into consultation calls
Automation Features:
- ✓Automated calendar booking system
- ✓Pre-call questionnaire and preparation materials
- ✓Reminder sequences for scheduled calls
Consultation & Assessment
Understand client needs and present solutions
Automation Features:
- ✓Automated follow-up after discovery calls
- ✓Proposal generation based on call notes
- ✓Custom pricing calculator integration
Enrollment & Onboarding
Convert prospects into paying clients
Automation Features:
- ✓Automated payment processing and invoicing
- ✓Welcome sequence for new clients
- ✓Service or program access provisioning
Delivery & Engagement
Ensure client success and maintain engagement
Automation Features:
- ✓Client progress tracking and milestone celebrations
- ✓Automated check-ins and support messages
- ✓Success celebrations and next-step recommendations
Why This Funnel Works for Coaches & Consultants
Education-First Approach
Builds trust through valuable content before selling, perfect for knowledge-based businesses
Relationship Building
Focuses on long-term relationships and client success rather than quick sales
Scalable Growth
Automated systems allow you to serve more clients without proportional time increase
Typical Funnel Performance Metrics
Industry benchmarks for coaching and consulting funnels
Coaching & Education Automation with Kommo CRM
Choose the automation level that fits your coaching business and technical requirements
Basic Kommo Automation
- ✓Lead capture: Automatic lead collection from landing pages and lead magnets
- ✓Email sequences: Welcome series and nurturing campaigns for prospects
- ✓Appointment booking: Automated discovery call scheduling and reminders
- ✓Client tracking: Client status monitoring and milestone notifications
Perfect for individual coaches and consultants
Advanced with Make.com
- ✓Business integrations: Connect with Calendly, Zoom, Stripe, and other business tools
- ✓Smart engagement: Behavioral triggers based on client interactions and engagement
- ✓Advanced analytics: Detailed client success metrics and coaching business ROI tracking
- ✓Payment automation: Subscription management and upselling workflows
Ideal for growing coaching businesses and consultancies
Measurable Results from Coaching CRM Implementation
See the tangible benefits our clients achieve with Kommo CRM for coaching and online education
Client Conversion Rate
Automated lead nurturing and follow-up
Client Satisfaction
Personalized communication and support
Administrative Time
Automated onboarding and client management
Revenue Growth
Better lead nurturing and upselling
Calculate Your Potential ROI
See how much time and money you could save with automated coaching workflows
Certified Coaching & Education CRM Experts
Trust your coaching business CRM implementation to certified professionals with proven expertise

Our Coaching-Specific Methodology
We understand the unique needs of coaches and consultants
Goal-Oriented
Focus on client transformation and measurable outcomes
Relationship-First
Build trust and long-term client relationships
Client Tracking
Monitor client relationships and celebrate milestones
Continuous Support
Ongoing engagement and value delivery
Ready to Transform Your Coaching Business?
Get a personalized demo of Kommo CRM configured specifically for coaches and consultants. See how automation can increase client conversion by 180% and scale your business efficiently.