Efficiency is such a key part of a successful online coaching business.

Being profitable is one thing, but being able to generate profits without being physically present is a whole new ballgame.

This is the beauty of an online coaching business, the fact that having healthy cash flow without being physically present for 40+ hours is a real possibility.

But to achieve that level of freedom, your systems have to be efficient.

One of the most crucial systems is a Customer Relationship Management software, or CRM for short.

CRMs keep all of your leads organized and in one place, and make it incredibly easy to do cold calls or email outreach as you see fit.

This way, you’ll never spend time organizing your leads into a clunky spreadsheet ever again, and better yet…

You’ll never let a prospect fall through the cracks (and thus leave money on the table) AGAIN.

Finding the right CRM for your business can take some trial and error and research, just as it did for us.

But, we could only go so long relying on Google Sheets and human input to keep track of all of the leads we were gathering.

Because to be honest, we began to let leads slip through the cracks as we started scaling and ramping up ad spend.

Once we settled on a CRM that was easy to use and worked for us, the game changed, and it changed quickly.

Our CRM of choice was Pipedrive, and we’ve relied on it ever since to keep track of all of our leads.

Since selling over the phone is the name of the game for high ticket coaching, being able to keep every single prospect’s information in one place is game changer.

Our President of Sales here at KnowledgeX, Dan Crowley, is able to do cold call and cold text outreach all from our list of leads in Pipedrive.

In fact, Pipedrive integrates with all of our third party tools like Slack, Calendly, ActiveCampaign, and ClickFunnels so leads are always updated in real time regardless of which tool they’re coming from.

Keeping track of a huge list of leads may seem like a good problem to have, but organization and efficiency is key for any coach looking to scale their business.

Treat a CRM like bringing on a new employee, except this employee is always working, will never miss a lead, and will never ask for a raise!

You may be able to manually handle your lead flow initially, but if you’re looking to take your coaching business to the next level, a CRM will be game changer for you as you grow… We promise!

If you’re interested in learning more, be sure to stay up to date with our social media channels and read our frequently posted blogs filled with free content and resources.

Try Pipedrive FREE: https://www.pipedrive.com/taf/HM3PZW
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  • Christian Bonnier

    Thrive Global Campus Editor-at-Large from SUNY Binghamton

    I am a freshman at Binghamton University studying Accounting in the School of Management. I also co-host the Real Talk University Podcast where my friend Andre and I interview entrepreneurs to provide insight and advice to our college-aged target audience.