🎯 Coaching & Consulting CRM Solution

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.

Automated client onboarding
Lead scoring & qualification
Follow-up automation
Revenue optimization
Calculate ROI
⚠️ Common Coaching Challenges

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

→ Automated lead nurturing
📊

Manual Lead Management

Tracking leads and clients manually takes hours each week

→ Automated lead tracking
📞

Inconsistent Follow-up

Missing follow-ups with prospects and existing clients

→ Automated communication flows
⚖️

Scaling Challenges

Can't serve more clients without sacrificing quality

→ Scalable automation systems

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
100%
Conversion
1
📚

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
65%
Conversion
2
📞

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
35%
Conversion
3
🎯

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
25%
Conversion
4

Enrollment & Onboarding

Convert prospects into paying clients

Automation Features:

  • Automated payment processing and invoicing
  • Welcome sequence for new clients
  • Service or program access provisioning
15%
Conversion
5
🚀

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
12%
Conversion
6

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

65%
Lead Magnet to Nurturing
54%
Nurturing to Discovery Call
71%
Call to Consultation
60%
Consultation to Enrollment
🤖 Automation Scenarios

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

🎓
+180%

Client Conversion Rate

Automated lead nurturing and follow-up

92%

Client Satisfaction

Personalized communication and support

-60%

Administrative Time

Automated onboarding and client management

📈
+150%

Revenue Growth

Better lead nurturing and upselling

Calculate Your Potential ROI

See how much time and money you could save with automated coaching workflows

20 hrs/week
Time saved on admin tasks
= $2,000/month
at $25/hour value
3x more
Clients served efficiently
= $15,000/month
additional revenue
85%
Higher client satisfaction
= Better reviews
and referrals
Calculate Your Specific ROI

Certified Coaching & Education CRM Experts

Trust your coaching business CRM implementation to certified professionals with proven expertise

Kommo Partnership Certificate

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

🚀 Get Started Today

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.

Free consultation and business assessment
Custom automation workflows for your niche
30-day implementation with ongoing support