# CRM for coaches: from first inquiry to client follow-up

Configuration example to adapt with Ocliq. This document does not trigger live messages.

## Pipeline

New inquiry → Qualification → Discovery booked → Discovery completed → Offer follow-up → Client → Onboarding → Active client → Renewal

## Fields

- Stated goal
- Offer or program interest
- Availability
- Lead source
- Communication permission
- Next follow-up date

### 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.

### 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.

## Demo checks

- 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.

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