Scattered client information
Manual task overload
Missed follow-ups
Tech tool chaos
Lost opportunities
There's a better way...
Attracts ideal clients automatically
Delivers programs effortlessly
Nurtures leads while you sleep
Scales your impact exponentially
Manages your entire client journey
All working together perfectly, 24/7
"I always loved being a therapist. But what I loved even more was my freedom. I’m talking time freedom, energy freedom, travel freedom, financial freedom. ALL OF IT.
I never had this freedom as a therapist, and I saw all the other burnt-out therapists were struggling to find a better life too."
427% Average ROI
87% Time Saved on Admin
97% Client Retention
312% Revenue Increase
94% User Satisfaction
→ More Clients (Without More Work)
→ More Impact (Without More Hours)
→ More Revenue (Without More Stress)
A potential client fills out your contact form at 2 AM.
Instead of that lead sitting untouched until morning the system springs into action.
It automatically creates a task for your sales team, complete with the lead's information and interest areas.
If you want, it can even assign different team members based on the lead's needs or location. No more manual sorting or delayed responses.
Turning Leads Into Clients...Once someone decides to work with you, there's usually a flurry of activities needed.
Rather than keeping mental notes or scattered to-do lists, the system orchestrates everything:
Creates a welcome packet delivery task
Sets up their client portal access
Schedules their first session
Assigns their coach
Triggers resource access
👇
All these tasks flow naturally from one to the next
with each team member automatically notified when it's their turn to act.
Keeping Clients Engaged and Progressing
Your clients' success depends on consistent engagement and follow-through. The system helps by:
Creating check-in tasks when a client hasn't logged in for a while
Scheduling periodic progress reviews
Generating tasks for milestone celebrations
Setting up accountability follow-ups
If a client misses a session?
The system automatically creates a re-engagement task and sends them a caring follow-up message
Managing Your Team
Coordinating your coaching team becomes seamless.
When one coach completes a session, the system can automatically:
Create a task for session notes review
Schedule the next follow-up
Alert support staff about any resources needed
Assign homework review tasks
Financial Flow
Never miss a payment or renewal opportunity. The system watches for:
Upcoming subscription renewals
Failed payments
Upgrade opportunities
Contract end dates
It creates timely tasks for your team to handle each situation personally while automating the routine follow-ups.
Your marketing efforts flow naturally with tasks that keep your presence active:
Social media posting reminders.
Content creation assignments
Newsletter scheduling
Campaign follow-ups
While everything's automated, it never feels robotic. Each task can be personalized with:
Custom notes
Client preferences
Special instructions
Important context
Maintain high standards effortlessly:
Review tasks for new content
Quality check assignments
Client feedback collection
Performance monitoring
Best Part? It's All Connected Every task links to relevant information:
Client profiles
Previous interactions
Related documents
Communication history
You'll never have to dig through emails or notes to figure out what needs to be done or why.
It Grows With You As your practice evolves, the system adapts: Create new task templates, Adjust workflows, Add team members, Modify automation rules.
Think of it as your business's nervous system – constantly coordinating, adapting, and ensuring everything runs smoothly.
You will receive a welcome email with all the intel instructions
You can also go to "CRM QUICKSTART" and manually begin setting things up or...
Fill the form with your biz information, so the team can customize it
Schedule your onboarding zoom call with a real person!
Truth is...
I'm excited to introduce you to a CRM platform that stands in a league of its own. This platform isn't just another tool in your coaching arsenal... it's a gateway to transforming how you manage and grow your coaching business.
With over 1,100 dedicated developers constantly innovating and rolling out new features, CRMdoneBetter ensures that it stays at the forefront of technological advancement, tailor-made for coaches.
What sets this software apart is its readiness from the moment you sign up. Imagine having access to a turnkey solution brimming with every automation and template imaginable, meticulously designed to streamline your operations and elevate your client engagements.
This is not your everyday CRM software... it's a comprehensive system crafted to support your unique coaching journey.
Beyond the software itself, the level of support offered is unparalleled. With 24/7 assistance and live office hours, you're never left in the dark, ensuring you have the help you need exactly when you need it.
Additionally, the onboarding process is seamless, with two dedicated sessions to guide you through every feature and functionality, empowering you to make the most out of this platform from day one.
I wholeheartedly recommend CRMdoneBetter to any coach looking to elevate their business. This platform offers not just a software solution but a partnership in your success, providing the support, innovation, and resources necessary to thrive in today's competitive biz world.
This is a transformative experience, designed with your growth and efficiency in mind. Join the ranks of coaches who demand nothing but the best for their business. Embrace the future of coaching empowerment with CRMdoneBetter.
crm done better
The #1 All-In-One coaching solution
100% If you can think it, You can build it.
Here's what you get:
24/7 Live Chat Support
Live Office Hours ( help building anything)
Turnkey Coaching Biz + Free Website
1,200 Devs Bringing New Updates Monthly
Total value: $297
Just $199 mo
"Your best decision!"
I recommend CRMdoneBetter to any coach looking to elevate their business.
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