CRM for Coaches that Helps your Practice to Reach Better Results for more Clients Faster

Key Features Of CRM For Coaching Business:

• Email Marketing & Automation
• Client Database Management
• Customer Profile Enrichment
• Calendaring & Scheduling Module
• Social Insights & Engagement
• Reporting & Analytics
• Task Management
• Deal & Pipeline Management

Those are just the foundational modules of most of the CRMs, let’s now deep dive into the specifics of how one of the best CRMs in the world like Nimble can help a coaching business grow, facilitate client progress, and track results.

CRM For Coaches: Valuable Tool In Coaching Management Software Arsenal

Having over 140 000 professionals using Nimble CRM across the wide range of economy segments, our team knows that professional and personal growth is paramount to the overall success of individuals and companies.

This is why our team has set our minds to showcase how Customer Relationship Management software can be used to automate and optimize the process for coaches, mentors, trainers.

KYC: Know Your Customer + Know Your Prospect

Any coaching process starts with learning about the client. No session is possible without an introductory chat and finding out as much as you can about the subject of your psychological assistance. 

Nimble Prospector is an extension that allows its users to get access to a myriad of data points about a person and their employing company in an enriched profile. Moreover, the extension works anywhere on the desktop: while surfing the web, in an email environment, on social media sites as well as third-party applications.

Not only do you find out lots about your potential customer, but you also minimize the manual entry, as you can add people right from inside the social media platforms.

If client research used to take up loads of time – no longer this endeavor is a painstaking feared occasion, but an enjoyable digital adventure.

Segment Your Database To Apply Group Actions

Any CRM is a tool that contains the contact information of everyone you come across and deal in business: be it a client, a vendor representative, a partner, or a colleague from a local coach association.

This is why there are basic segmentation settings available to group contacts: you can choose a title, location, gender, and other demographic parameters to group your contacts.

Best of all users can create a custom field and add any parameter they please to segment their database. Alternatively, they can use custom tags for contacts: “active patient”, “inactive patient”, “prospect”, “Business Coaching Group Therapy”, “Coaching Conference Attendee”, “VIP Referrer” etc. 

There is no limit on the tag for a profile, so you can get as granular a drill down as you need.

Further down the line you can group email such segments of contacts, schedule appointments with them, share files.

Assign Tasks & Distribute WorkFlow Within Team

If your company is getting bigger and you are no longer a solopreneur, team management is another pair of shoes to fill. 

Nimble CRM has an extensive yet intuitive task management module that allows us to create, assign, schedule, and postpone tasks. 

The hierarchy of access to the CRM will provide access to the team leaders and supervisors for a helicopter view of tasks and deals in the pipeline.

Create Package Email Drip Campaign

The email feature is the favorite of the most ardent haters of inboxes of all sorts. As you can automate the most boring of the working routines here.

You can mass email, schedule correspondence, check open rate stats, and create drip campaigns.

Why not create an introductory drip campaign with the packaged services? Advise your potential customers of the offers you might have:

• An introductory complimentary half-an-hour phone call,
• 3 months of one-on-one sessions,
• 6 months of one-on-one sessions, etc

Share Action Plan For Clients And Control Its Progress With Reminders

Coaching results are hard to measure, this is why discipline has become the focus of the industry. There should be accountability on both sides of the coaching duo synergy.

Action plans can be created, shared, and monitored for progress with the help of shared documentation, reminders, and task management modules of a CRM for coaches.

Make session notes in deal management pertaining to progress so you are never stuck for a lost piece of info.

Journaling progress is vital, this is why assignments and reminders help to discipline a client into taking notes and marking agreed-upon actions as complete daily.

Create A Client Library Of Useful Resources

All of the mentoring experience and expertise is your most valuable asset when it comes to coaching practice and tenure.

Once you create a working action plan for a specific condition of issue, that is topical for your clientele, you can add it to a respective folder on DropBox or GDrive, that Nimble is compatible with.

Name those libraries respectively as per groups or practices: life coaching, diet coaching, business coaching or go even into more detailed resource filing. You can then provide access to these treasures of wisdom when you onboard clients as per interests.

Group Coaching: Mass email, Grant access to shared files, Assign tasks

Group coaching has its downsides and advantages. With Nimble CRM for the coaching industry, you have the chance to enjoy all the benefits of group work and eliminate or minimize all of the negative sides.

Reduce your workload by tagging all contacts in specific groups with one tag.

Now you can group email them, see if and when they checked email, comment on their activity on social media, grant access to shared files, create WIP documents for the common group use, and more.

Get Valuable Insights From Reporting

Analytics and reporting are one of the most underused features of any CRM yet the one with the highest ROI in terms of time spent on work and potential bottom-line boost.

Any data point can be turned into a column in your reporting as you can add a custom field to any module in the system. Once you learn to ask the right questions, the system will provide insights as to where your strongest and weakest spots are in business for you to work on them.

Nimble CRM For Coaching Companies & Individual Professionals

According to Statista, average annual earnings for coaches worldwide go up to $122K annually for 10-15 years of tenure and $160K for those coaching over 15 years. With that solid remuneration, paying for coaching CRMs or other industry-specific software is a non-issue, but for those at the beginning of the career, choosing the right tools at the right price point may be challenging.

This is why a Customer Relationship Management software might be just the way to go for a solopreneur in this niche, who has no possibility to pay 50-100 dollars per month for industry-specific tools. Nimble CRM only costs 19 dollars per user per month if billed annually and $25 if billed monthly – irrespective if you have 5 clients, 10 or a 100.

Best thing – you can try Nimble for free for 2 weeks with full access granted with just an email.

• Nimble is on top of Capterra and G2Crowd‘s rankings of Best CRM lists.
• It’s intuitive yet is abundant with all the handy features
• It helps 140K user the world over to save 90 minutes a day
• It’s GDPR compliant
• It’s part of the Piesync and Zapier suites of apps, so you can easily integrate it with your best coaching software

Start your free trial now and see how quickly your coaching practice grows due to all that newly found efficiencies!