Leads
From first hello. To your next client.
Keep contacts, notes and follow-ups together. Turn the next good conversation into a coaching relationship.
First contact to active client
Leads
Your next clients
Website enquiry received
EmmaWebsite
NewAlexReferral
NewSofiaCommunity
NewEvery contact in view
Lead details
LeadEmma
Activity
First contactInterested in personal coaching
Note addedWants a plan that fits around work.
Follow-upTomorrow · 10:00
Convert to clientKeep the conversation moving.
01
Every contact in view
Capture website enquiries through webhooks. Organise leads with your own statuses.
02
Remember the next step
Log activity and schedule your next follow-up.
03
Ready to start coaching
Convert a lead into a client without starting over.
You built the business.
Let your growth reward you.
Get the platform and experienced team to support your next stage—without giving away a percentage of the business you built.
Get my Zoe Scale PlanPersonal migration · Responsive support · Declining per-client pricing · 0% revenue share