Coach Portal

Coach

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Leads

Every enquiry from the website, referrals and walk-ins, from first contact to signed package. Website leads arrive here automatically; the WhatsApp follow-up runs on its own and stops the moment a lead books or replies.

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Leads

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Calls booked

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Assessments booked

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Packages

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Package revenue

Add a lead

For walk-ins, phone calls and anyone who didn't come through the website form. These don't get the automated WhatsApp — you follow them up yourself.

First name *

Last name

Phone *

Email

Location

Service

How did they find us

What they're after — in their words

Needs you

Asked to be called back, replied to a message, or had the call but hasn't booked an assessment yet. Nothing automated happens to these — they're waiting on a human.

Leads

This page is for Dan and the admin team. If you think you should have access, ask Dan.