Discovery form received
Create or update the contact, record answers, create an opportunity and notify the owner.
Send a relevant reply and booking link according to permissions and enabled channels.
CRM for coaches: from first inquiry to client follow-up
Ocliq fits coaches who want to organize leads, book discovery calls and automate reminders, follow-ups and newsletters. The workflow is configured around your offers and communication channels.
Who it is for
Independent coaches, coaching teams and advisory providers who sell through consultations or discovery calls.
The follow-up problems to solve
- Separate a newsletter subscriber from a prospect ready to book.
- Follow up inquiries that have not booked a call.
- Prepare for the call without losing form responses.
- Keep the next action visible after every discovery call.
An example pipeline to configure
These stages are a starting blueprint, not a claim about an existing customer deployment. Adapt them to your sales process.
- 1New inquiry
- 2Qualification
- 3Discovery booked
- 4Discovery completed
- 5Offer follow-up
- 6Client
- 7Onboarding
- 8Active client
- 9Renewal
Useful fields
Automation recipes with stop conditions
Discovery call booked
Confirm the appointment and schedule reminders at agreed intervals.
Stop old reminders when an appointment is cancelled or rescheduled.
Call completed, decision pending
Create a follow-up task and an email sequence relevant to the discussed offer.
Stop when a reply arrives, a purchase is recorded or the contact unsubscribes.
Past prospect reactivation
Segment by interest and send a newsletter or invitation to reconnect.
Respect communication permissions and exclude unsubscribed contacts.
These examples use documented CRM, task, calendar and communication capabilities. Messages require configured channels, permissions and agreed timing. They are not activated by viewing this page or downloading the template.
Download the pipeline and automation templateCheck the scope before choosing
If your main need is course delivery, clinical records or specialized coaching outcome tracking, validate that scope separately. This page describes the sales and relationship workflow.
What to test in your demo
- Submit a fictional inquiry and find its answers on the contact record.
- Book and reschedule a discovery call, then inspect reminders.
- Test a prospect reply and check that follow-ups stop.
Ask your AI assistant about this workflow
Connect ChatGPT or Claude to Ocliq and ask it to help with your daily work. Available actions depend on the access you grant.
« List discovery calls from the selected coaching calendar for this week. Use only returned dates and statuses. »
Specify the calendar and date range.
« Summarize my coaching pipeline by stage and suggest records to review without inventing conversion probabilities. »
Use actual stages and populated fields.
« For the appointment I select, inspect its returned status. If it is marked no-show, draft a reconnect message without sending it. »
The status must explicitly indicate a no-show; do not infer one from date alone.
Pricing and onboarding
CAD 140/month with 2 users included. Additional user: CAD 70/month. One-time setup: CAD 600, with 3 training sessions and assisted migration from your current CRM.
Already using Follow Up Boss or another CRM? Ocliq handles your data migration as part of the setup fee. Our team helps retrieve exports, map fields and import your data into Ocliq.
We review all the data you want to bring over: contacts, lead sources, tags, custom fields, notes, tasks, opportunities and history. Transfer depends on the exports and access your current CRM provides; we confirm what will transfer and any limitations before migration.
- Map your sales process, data and tools.
- Configure fields, pipelines, permissions and connections in the agreed scope.
- Test with sample records, train your team and confirm support arrangements.
Communication usage, AI options, custom work and integrations are specified in your offer. A CRM configuration does not by itself replace specialist operational software.
One platform, different workflows
Ocliq is a CRM, sales automation and AI platform for service businesses. It centralizes leads, customers, pipelines, communications, appointments, marketing and follow-up. Fields, stages and automations are configured around how each industry sells and maintains client relationships. Connect Ocliq directly to ChatGPT or Claude through MCP. Look up contacts, review your pipeline and ask your assistant to create tasks, add notes or update your CRM.
Explore the Ocliq platform · All industriesFrequently asked questions
Can coaches book discovery calls?
Yes. Forms, connected calendars and booking tools support a configured booking journey with confirmations and reminders.
Can coaches send newsletters?
Yes. Lists and email campaigns let you segment contacts and prepare newsletters around their interests and permissions.
Can I follow up webinar leads?
If your webinar tool sends registrations through an available form, connection or API, you can configure follow-up in Ocliq. The exact connection must be validated; no specific webinar platform is presumed integrated.
Is this a program delivery system?
The scope described here covers CRM, booking, communications and follow-up. Ask to see any portal, course delivery or billing requirements demonstrated before including them in your offer.
Start with your real workflow
Bring your lead sources, stages and tools. We define the configuration and scope before implementation.
Plan a demo