Every enquiry in one pipeline, with the source attached
Leads from your funnels, quizzes, link in bio, referrals and booking pages arrive in one pipeline with their source attached. You work the board instead of searching your inbox.
7-day free trial. 0% platform fee on everything you sell.
Marcus Hale
Quiz
$1,200
Dana Reyes
Link in bio
$490
Tomas Berg
Funnel
$890
Aisha Bello
Intake form
$2,400
Column automation ran
Follow-up created, due in 3 business days at 10:00
Aisha BelloHot
Intake form · Free audit call
61% close rate
Not a Fit excluded
Most coaching leads are lost to silence, not to a no.
The enquiry arrives, you mean to reply on Thursday, and by the time you remember, the person has booked with somebody who replied on Tuesday.
The old way
- Enquiries scattered across your inbox, DMs and a spreadsheet
- No idea which quiz, funnel or referral actually produced a client
- Follow-up that only happens when you happen to remember
- Re-typing the same details again when a lead finally signs up
With CoachfulThe new way
- One Leads list: funnels, quizzes, link in bio, referrals, intake forms
- The capturing source and its name recorded on every single lead
- Moving a card into a column schedules the follow-up for you
- The lead becomes a client on the same record, answers and files intact
From a stranger filling in a form to a client on the books.
They arrive already labelled
A lead is created the moment someone gives you their details, and the thing that captured them is recorded with it. That is what turns "I post a lot" into knowing which quiz produced two clients last month.
Arriving in All Leads
15 sourcesQuiz
What kind of coach do you need?
Funnel
Free audit call
Link in bio
coachful.me/maya
Referral
Sent by Dana Reyes
Intake form
Discovery call intake
Newsletter
Subscriber only, no stage yet
Every row carries
Follow-up that does not depend on your memory
Most coaching leads are lost to silence rather than to a no. Automations run the follow-up on the leads page, and email sequences pick up people who did not book the first time.
When a lead enters this column
Follow-upDue in
At
10:00
your timezone
Add up to 10 actions
The lead becomes a client without re-typing anything
When a lead books or buys, they become a client on the same record. Their intake answers, their files and the source that produced them carry across, so nothing is re-entered and attribution survives the conversion.
Lead becomes client
One recordLead
Aisha Bello
BookedCaptured 12 Sep
Client
Aisha Bello
Won (High Ticket)Active since 23 Sep
Carried across, not re-typed
Not a Fit is a different ending from Lost
Lost is their no. Not a Fit is yours, recorded on the lead with a reason, and it is deliberately kept out of your close rate: only Won and Lost divide into that percentage. It is the difference between a pipeline that tells you the truth and one you stop trusting after a month of tyre-kickers.
Closed outcomes
Last 90 days14
Won9
Lost6
Not a Fit14
won
14 + 9
won + lost
61%
close rate
The Leads page, captured from the product.
Your numbers across the top, today's follow-ups under them, then every lead with the source that captured it.
Twenty-two leads, seven different sources, one table.
A coaching pipeline, not a sales department.
Ten stages, fifteen sources, all included in your plan.
Ten stages,
one drag each.
Including a Not a Fit ending that never counts against your close rate.
12
New
8
Contacted
5
Opted In
3
Booked
Aisha BelloHot
Pinned on your dashboard
Hot leads, pinned to your dashboard.
Temperature is your call, and a lead stays unrated until you set it.
Subscribers in the same list
All Leads joins pipeline leads with newsletter-only subscribers.
Marcus HaleActive
Nina PetrovPending
Ray OseiUnsubscribed
What kind of coach do you need?
Their answers, on the lead.
Read what they told you before the call, not after it.
Real money, per currency
What a lead has actually paid you, kept in separate currency buckets.
Never shown as one total
Everything in the Leads pipeline.
No asterisks and no add-on pricing. This is what you get.
They arrive already labelled
- Captured from funnels, quizzes, lead magnets, link in bio and booking pages
- Source recorded on every lead, alongside referrals and manual entries
- Contact details, stage and revenue in one table
- A board view for working the pipeline rather than reading a list
- Ten stages, including a Not a Fit outcome that never counts against your close rate
- Hot, warm or cold on every lead, with the hot ones pinned to your dashboard
- Enrichment on request looks up the professional details you are missing and logs it on the timeline
Follow-up that does not depend on your memory
- Up to ten automations on a column, fired the moment a lead lands in it
- A default that creates a follow-up three business days out at 10:00, with a reminder
- Email sequences triggered by a form, a funnel or an abandoned cart
- Cart recovery that stops the moment someone buys
- Drafted outreach for the people who went quiet
- Notes and files kept on the lead before they become a client
The lead becomes a client without re-typing anything
- One record from first enquiry to active client
- Files added on a lead follow them to the client
- Intake and questionnaire answers already attached
- Revenue attributed back to the funnel or campaign that produced them
- Conversion rate visible per source rather than in aggregate
Not a Fit is a different ending from Lost
- Ten stages, from New through Contacted, Opted In, Booked and Follow-up
- Won split into low ticket and high ticket, from your own value threshold
- Not a Fit closes a lead without counting against your close rate
- Every stage change written to the lead timeline with a date
- Hot, warm or cold set by you, separate from the deal value
Loved by the coaches who actually use it.
“Coachful has everything a coach needs to manage their practice. It literally has everything I need to attract leads, convert those leads to clients, and deliver content with an incredible interface that has my branding on it.”
John Winders
Founder, SMPL
“A really classy platform that is easy to navigate. I used to string together a website, funnel, CRM, course builder and scheduler. Coachful offers it all in one — and the AI assistant can design all of it. Made for coaches by coaches.”
Gilli Moon Aliotti
CEO, Hummm
“I tried running my coaching business across five different apps. It was a complete waste of time and money. Then I found Coachful. It was everything I need in one platform. Jump in and try it, you won't regret it.”
Christopher Duff
Founder, Duff X Athletics
Coachful lead management is the pipeline in front of the client record.
Leads are created when someone submits a funnel, a quiz, a lead magnet, a booking form or the link in bio, and each one records the source that captured it alongside contact details, stage, temperature and revenue. Automations and email sequences run the follow-up, and when a lead books or buys they convert into a client on the same record with their answers, files and attribution intact.
- This pageClients
- Sessions
- Payments
- Programs
- Habits
- Community
- Website
- AI assistant
Plans
7-day free trial · 0% platform fee
Monthly plans: Lite: $29/month for up to 5 clients; Solo: $49/month for up to 20 clients; Pro: $99/month with unlimited clients; Studio: $199/month with unlimited clients. 0% platform fee. 7-day free trial. A card may be requested during plan setup; review the billing terms before confirming.
What it does
- Creates a lead from funnels, quizzes, lead magnets, booking pages, forms, referrals and manual entry.
- Records the capturing source on every lead.
- Shows leads as a table or a ten-stage board, including a Not a Fit outcome kept separate from Lost.
- Fires up to ten automations when a lead enters a column: a follow-up, a tag, a list, an email sequence.
- Keeps notes and files on a lead before they become a client.
- Converts a lead into a client on the same record, carrying answers, files and attribution.
- Attributes revenue back to the funnel or campaign that produced the lead.
- Accepts leads from Zapier and the API as well as Coachful surfaces.
Good to know
- It is not a sales CRM: there is no revenue forecast and there are no quotas.
- It does not integrate with Salesforce or HubSpot.
- Its temperature signal is not a configurable lead-scoring model.
- It is not HIPAA-certified. It is GDPR-ready with full data export.
- The client app carries your branding but ships under the Coachful listing, not your own App Store account.
“Seriously. I have tried just about every coaching, booking, learning platform out there. I've tried developing my own.”
“Coachful is a very helpful platform for coaches who want everything in one place.”
Margie Wilsonon Trustpilot 
“I have tried virtually every major coaching platform on the market, and nothing comes remotely close to Coachful.”
Salma Mostafaon Trustpilot 
“This really is an amazing tool. I am still building but it is the first Coaching tool that has everything I have wanted.”
James Wallaceon Trustpilot “Coachful has a really classy platform that is easy to navigate, and create programs for my coaching clients.”
Gilli Moon Aliottion Trustpilot “Coachful is a robust software platform that has everything a coach needs to manage his/her practice.”
John Winderson Trustpilot 
“Such a great platform! I've been searching for something like this for ages now and it's finally here.”
CeeCeeon Trustpilot
Leads questions coaches ask
From your own surfaces: funnels, quizzes, lead magnets, the link in bio, booking pages and forms, plus referrals and manual entries. Each lead records the source that captured it, so you can see which channel actually produces clients.
Yes. The leads page has a table and a board view with stages, plus a temperature signal so the warm enquiries are obvious without opening each one.
Yes. Automations run on the leads page, and email sequences can be triggered by a form submission, a funnel completion or an abandoned cart. Cart recovery stops as soon as the person buys.
They convert on the same record. Intake answers, files and the original source carry across, so nothing is re-typed and the revenue is still attributed to the funnel or campaign that produced them.
For a coaching practice, yes. You get a ten-stage board with drag between columns and automations on each column. For a large sales team, no: there is no revenue forecasting, there are no quotas, and there is no Salesforce or HubSpot integration.
Yes. Contacts can be imported from a file into a list or added manually, and leads also arrive through Zapier and the API from tools you already use.
Stop losing enquiries to your inbox
One pipeline, the source attached, and follow-up that runs whether or not you remember.
Built for coaches who take their clients seriously
