Gmail CRM: How to Build One for a Coaching Practice
Yes, you can run a gmail crm for a coaching practice with nothing more than labels, filters, templates and one companion spreadsheet, and for your first five to ten clients it holds up well. This guide gives you the exact build: the label tree, the filter rules, six reply templates, the search queries that act as saved views, the sheet columns with their types and formulas, and a filled example for a coach with 12 clients. It also marks, honestly, the point where the setup starts costing more hours than it saves.
That point usually arrives when clients need something other than email: a booking page, a payment plan, a weekly check-in, a place to see their own progress on a phone. From there a purpose-built coaching platform such as Coachful, which keeps the client record, booking, payments, agreements and the client's branded app behind one login, is a better system of record than an inbox. We make Coachful, so weigh our view accordingly. The build below is complete and usable whether or not you ever switch, and it suits freelancers and small service businesses just as well as coaches.
What does a Gmail CRM actually need to do for a coaching practice?
It has to remember every person, show what stage they are at, and tell you who needs a reply or a follow-up today. Gmail does the first part well and the other two only if you build the structure yourself, which is what the rest of this article does.
A coaching practice asks more of a CRM than a sales team does, because the relationship continues after the sale. A lead becomes a client, the client books sessions, pays in instalments, signs an agreement, does work between sessions and eventually renews or leaves. Here is each job, whether Gmail can handle it, and the workaround if it cannot.
| Job | Can Gmail do it? | Workaround in this build |
|---|---|---|
| Capture new inquiries | Yes | A filter labels anything from your contact form address or with "coaching" in the subject as a lead |
| Track pipeline stage | Partly | Numbered nested labels (1 Lead to 6 Alumni), moved by hand |
| Keep context per client | Partly | One label per client plus a row in a companion Google Sheet |
| Follow up on time | Partly | Snooze, stars and a saved search for threads with no reply after 7 days |
| Book sessions | No (Gmail itself) | A Google Calendar booking page on Workspace Business Standard or above, or a separate scheduler |
| Take payment and plans | No | Stripe payment links pasted into templates; reconcile in the sheet |
| Send and store agreements | No | PDF attachment or Workspace eSignature (Business Standard and above), filed under the client label |
| Between-session work and check-ins | No | A weekly template email; replies tracked in the sheet |
| Private session notes | No | A Google Doc per client, never shared, linked from the sheet |
| Session reminders | No | Calendar invite notifications, or a scheduled-send email you write each week |
| Team access | Partly | Gmail delegation, which gives the whole mailbox, not single clients |
Read the right-hand column again. Every "No" turns into a small manual task you repeat weekly. With five clients that is fine. With twenty it becomes a part-time admin job, a pattern we cover in more depth in our working guide to coaching client CRM management.
What do you need before you start the build?
A Gmail account, Google Sheets, about two hours, and a decision on whether you stay on a free account or pay for Google Workspace. The free account can run everything in the core build; Workspace adds a business address and, on higher tiers, booking pages and mail merge.
Google's pricing page, as listed in November 2026, shows these Workspace tiers per user per month: Business Base at $2 with 20 GB pooled storage, Business Starter at $7 with 30 GB (shown at $4.20 for the first 12 months as a 40% introductory offer for new customers, limited to 20 users), Business Standard at $14 with 2 TB (shown at $9.80 for the first 12 months), and Business Plus at $22 with 5 TB. On that page, appointment booking pages, eSignature, mail merge and custom email layouts appear from Business Standard upward, not on Base or Starter. Each tier offers a 14-day no-cost trial. Prices can change, so check the page before you commit.
A free personal Google account shares its storage across Gmail, Drive and Photos, so years of attachments eventually fill it. For a coaching practice the bigger reason to pay is a custom address such as you@yourpractice.com, which looks more professional in a client's inbox and keeps business mail out of your personal account.
How do you build a Gmail CRM step by step?
Turn on four settings, create a numbered label tree, add five filters, save six templates, build your views with Multiple inboxes, and attach a companion sheet. Each step below is copyable.
Step 1: Turn on the settings you will rely on
- Templates. Settings (gear icon) > See all settings > Advanced > Templates > Enable. Save changes.
- Superstars. Settings > General > Stars. Drag in the red bang, the yellow star and the green check. You will use them as "urgent", "follow up" and "waiting on client".
- Keyboard shortcuts. Settings > General > Keyboard shortcuts on. The
vkey moves a thread to a label andlapplies one, which makes stage changes a two-second job. - Multiple inboxes. Settings > Inbox > Inbox type > Multiple inboxes. Leave the sections empty for now; you fill them in step 5.
Step 2: Create the label tree
Labels are your pipeline and your client folders. Numbers force the stages into order in the sidebar. Create the parent label first, then each child with "Nest label under".
Coaching Coaching/1 Lead Coaching/2 Discovery booked Coaching/3 Proposal sent Coaching/4 Active client Coaching/5 Paused Coaching/6 Alumni Clients Clients/Amara O. Clients/Ben T. (one per paying client) Admin Admin/Payments Admin/Agreements Admin/Check-ins
Give each stage a colour: grey for Lead, blue for Discovery booked, purple for Proposal sent, green for Active client, orange for Paused, brown for Alumni. A thread can carry several labels at once, so a client email can sit under Coaching/4 Active client, Clients/Amara O. and Admin/Check-ins together.
One rule keeps this sane: a person has exactly one stage label at a time. When Ben signs, remove 3 Proposal sent and apply 4 Active client. Two stage labels on one thread is how pipelines rot.
Step 3: Add five filters
Filters do the filing you would otherwise forget. Create each one from the search bar's options icon, enter the criteria, click Create filter, then tick the actions shown. In search, Gmail writes nested labels with hyphens, so Coaching/1 Lead becomes label:coaching-1-lead.
Filter 1: new inquiries From: forms@yourwebsite.com OR Subject: (coaching OR "discovery call") Actions: Apply label "Coaching/1 Lead", Star it, Never send it to Spam Filter 2: auto-acknowledge inquiries Same criteria as Filter 1 Action: Send template "01 Inquiry received" Filter 3: one per client From: amara@example.com Actions: Apply label "Clients/Amara O.", Never send it to Spam Filter 4: payment receipts From: (stripe.com) Subject: (payment OR receipt) Actions: Apply label "Admin/Payments", Skip the Inbox Filter 5: check-in replies Subject: "Weekly check-in" Actions: Apply label "Admin/Check-ins"
Filter 3 is the one you repeat for every new client. It takes thirty seconds and saves you hunting for a thread six weeks later.
Step 4: Save six templates
Write each email once, then in a new message open the three-dot menu > Templates > Save draft as template. Number them so they sort in order.
- 01 Inquiry received: thanks them, sets a reply time, links your booking page.
- 02 Discovery call confirmed: date, video link, two questions to think about beforehand.
- 03 Proposal: package summary, start date, payment link, agreement attached.
- 04 Welcome: first session time, how to reach you, what happens between sessions.
- 05 Weekly check-in: the same three questions every week.
- 06 Renewal or wrap-up: what changed, the next option, a referral ask.
Template 05 matters most because it is the only between-session touchpoint this build has. Keep it short enough to answer from a phone:
Subject: Weekly check-in, week of [date] Hi [first name], Three quick questions before our next session: 1. What moved forward this week? 2. What got in the way? 3. On a scale of 1 to 10, how confident are you about this week's goal? Reply here in a line or two. I read every one before we meet. [Your name]
Keep the subject line identical each week (only the date changes) so Filter 5 catches every reply.
Step 5: Build your views with Multiple inboxes
Gmail has no dashboard, but Multiple inboxes lets you pin up to five search results above your main inbox. Paste these queries into the sections you created in step 1:
Section 1 "New leads" label:coaching-1-lead is:unread Section 2 "Needs follow-up" label:coaching-3-proposal-sent older_than:5d Section 3 "Quiet clients" label:coaching-4-active-client older_than:7d -is:starred Section 4 "Waiting on me" is:starred Section 5 "Check-in replies" label:admin-check-ins newer_than:7d
Section 3 is the closest thing to an at-risk alert you will get. It surfaces active clients whose most recent labelled thread is over a week old. It is not perfect, because a client who emailed about something unrelated will drop off the list, so treat it as a prompt, not a measurement.
Step 6: Add the companion sheet
Gmail cannot store fields such as package, sessions used or paid-through date. A single Google Sheet does, and it becomes the one place you look before each session. Create one tab called Clients with these columns:
| Column | Type | Values or formula |
|---|---|---|
| A Client | Text | First name and initial, matching the Gmail label |
| B Email | Text | Used for the client's filter |
| C Stage | Dropdown | Lead, Discovery booked, Proposal sent, Active client, Paused, Alumni (Data > Data validation) |
| D Package | Dropdown | Your package names, for example "6 sessions" or "3 months" |
| E Sessions included | Number | 6 |
| F Sessions used | Number | Update after each session |
| G Sessions left | Formula | =IF(E2="","",E2-F2) |
| H Next session | Date | Copied from Calendar |
| I Last contact | Date | Date of your last real exchange |
| J Days since contact | Formula | =IF(I2="","",TODAY()-I2) |
| K Paid through | Date | End of the period the last payment covers |
| L Agreement signed | Checkbox | Insert > Checkbox |
| M Thread link | URL | Paste the Gmail thread address so one click opens the history |
| N Notes doc | URL | Link to the private Google Doc of session notes |
Then add two conditional formatting rules (Format > Conditional formatting): turn column J red when the value is greater than 7 and column C reads "Active client", and turn column K red when the date is before today. A small summary block above the table helps too: =COUNTIF(C:C,"Active client") for active clients and =COUNTIF(K:K,"<"&TODAY()) for overdue payments.
Step 7: Lock down sharing and security
- Turn on 2-Step Verification for the Google account that holds client mail.
- Share the sheet with nobody, or only named people. Never use "Anyone with the link".
- Keep session notes in Docs that stay private. Share worksheets with clients as separate copies, never your notes file.
- If an assistant helps, use Gmail's delegation (Settings > Accounts > Grant access to your account) rather than sharing your password, and know that delegation exposes the entire mailbox.
Step 8: Run a 15-minute weekly review
- Clear Section 1: reply to each lead and move it to 2 Discovery booked or archive it.
- Clear Section 2: follow up on proposals or move them to Alumni as "not now".
- Work Section 3: send a short personal note to every quiet client.
- Send template 05 to all active clients, using Schedule send for Monday morning.
- Update columns F, H, I and K in the sheet and check the red cells.
What does a filled Gmail CRM look like for a coach with 12 clients?
Here is the sheet for a fictional career coach we will call Rana, a few weeks into a busy quarter. This is an example: every name, date and number is invented to show how the columns work together.
| Client | Stage | Package | Sessions left | Next session | Days since contact | Paid through | Agreement |
|---|---|---|---|---|---|---|---|
| Amara O. | Active client | 3 months | 4 | Nov 10 | 2 | Nov 30 | Yes |
| Ben T. | Active client | 6 sessions | 5 | Nov 12 | 4 | Paid in full | Yes |
| Chloe M. | Active client | 3 months | 2 | Nov 11 | 9 | Oct 31 | Yes |
| Daniel K. | Active client | 6 sessions | 1 | Nov 14 | 3 | Paid in full | Yes |
| Esi A. | Active client | 3 months | 6 | Nov 13 | 1 | Dec 15 | Yes |
| Felix R. | Active client | 6 sessions | 3 | None booked | 12 | Paid in full | Yes |
| Grace L. | Active client | 3 months | 5 | Nov 17 | 6 | Nov 20 | No |
| Hiro S. | Paused | 3 months | 3 | None booked | 21 | Oct 15 | Yes |
| Isla P. | Proposal sent | 6 sessions | 6 | None booked | 6 | Not paid | No |
| Jamal W. | Discovery booked | None yet | Nov 9 | 2 | No | ||
| Kemi B. | Lead | None yet | None booked | 1 | No | ||
| Luca D. | Alumni | 6 sessions | 0 | None booked | 40 | Paid in full | Yes |
On Monday, Rana's views and red cells tell her what to do, in this order:
- Chloe: nine days since contact and paid through October 31. A personal note plus the next payment link, today.
- Felix: twelve days quiet with no session booked. He shows up in "Quiet clients"; she sends a two-line nudge with her booking link.
- Grace: active but the agreement box is unticked. She re-sends the agreement before the next session.
- Isla: six days after the proposal, so she appears in "Needs follow-up". One friendly follow-up, then move on.
- Hiro: paused for three weeks with an expired payment. A check-in about restarting, not a sales email.
- Luca: alumni at day 40, a good moment for template 06 and a referral ask.
That review takes Rana about twenty minutes because she has only 12 people. Notice what she cannot see: whether Amara actually did the work between sessions, how Esi's confidence score has moved over a month, or which payments failed silently. Those answers live in scattered replies and a separate Stripe dashboard.
What does the client see on their phone?
They see email. Session confirmations, check-in prompts, payment links and worksheet links all arrive as separate threads mixed in with everything else in their inbox, and nothing in one place shows what they have done or what is next.
For some clients that is perfect: an executive coached monthly may want nothing more. For clients on a multi-week program it is a weak experience. To find last week's worksheet they search their inbox; to see their progress they rely on you to tell them; to rebook they dig out your booking link. A missed check-in email is easy to ignore because it looks like every other email.
Compare that with what a client sees in a coaching platform. In Coachful, the client opens one app, under your branding, that shows their next session, their program week, their habits and check-ins, and their documents.
The difference is not cosmetic. When check-ins live in an app with streaks and progress bars, the client has a reason to open it daily, and you see the answers on their record instead of reading them one email at a time.
Where does a Gmail CRM stop working?
It stops working when the manual tasks in the right-hand column of the jobs table add up to more than an hour or two a week, or when a client's privacy depends on you never making a copy-paste mistake. For most coaches that happens somewhere between 10 and 20 active clients, or as soon as they run a group program.
| Limit | What happens in Gmail | When it bites |
|---|---|---|
| Privacy and sharing | Notes live in Docs and a sheet; one wrong sharing setting or autocompleted address exposes a client | From the first client, and more with every assistant you add |
| Payments | Payment links live in Stripe; failed or late payments are reconciled by hand in column K | Once you sell payment plans or subscriptions |
| Booking | Booking pages need Workspace Business Standard or a separate scheduler | When clients start emailing to find a time |
| Reminders | No automatic session reminders from Gmail; you rely on calendar notifications or schedule emails yourself | When no-shows start |
| Check-ins | One template email a week; answers are free text you read and copy | Programs with daily or weekly accountability |
| Mobile | Labels work in the Gmail app, but you set up filters, templates and Multiple inboxes on a computer, and the sheet is cramped on a phone | Coaches who run their day from a phone |
| A team | Delegation shares the whole mailbox; labels and stars are per account, so two coaches see different states | Your first associate coach or assistant |
| Groups | No community, no group thread beyond a mailing list, no cohort view | The first group program |
Privacy deserves its own paragraph. The ICF Code of Ethics asks coaches to keep client information confidential and to store records in a way that protects it. If you coach people in the EU or UK, the General Data Protection Regulation also applies to how you store and share their data. A personal Gmail account plus a sheet and a folder of Docs can meet those duties, but only through your own discipline, and the rules vary by country, so check with an attorney if you handle sensitive information. If you coach anywhere near health, remember that coaching is not treatment: clinical records belong in a clinical system, and Coachful is not HIPAA-certified either.
Are Gmail CRM extensions worth paying for?
Only if your main problem is a sales pipeline. Extensions put deal boards inside Gmail; they do not give clients a place to book, pay, sign or do their between-session work.
Streak is the best-known example. As listed on its pricing page in November 2026, Streak Pro costs $49 per user per month billed annually or $59 monthly, Pro+ costs $69 annually or $89 monthly, and Enterprise costs $129 annually or $159 monthly. Its free plan includes email and link tracking, snippets and 50 mail merge sends per day, but Streak states that the free plan does not include CRM pipelines. For a solo coach that means paying for a pipeline tool and still needing booking, payments and client delivery somewhere else.
General CRMs are the next step up. HubSpot's free CRM, as listed in October 2026, covers up to 2 users and 1,000 contacts with a branded meetings link and HubSpot-branded email sends; paid Starter seats are listed at $20 per seat per month at the standard price. It is built for sales and marketing teams, so programs, habits and check-ins are not part of it. If pipelines are the only gap, our guide to managing coaching pipelines without a sales CRM shows a lighter route.
How does a Gmail CRM compare with Coachful and dedicated tools?
The fair comparison is the whole client journey, not the inbox alone. We ranked each option on one login for the whole client journey, between-session delivery, total stack cost and setup effort, which is why Coachful sits first.
| Option | Price as listed | Booking | Payments | Client app or portal | Check-ins and habits |
|---|---|---|---|---|---|
| Coachful | Solo: $49/month for up to 20 clients | Booking pages, calendar sync, reminders | Your own Stripe or Razorpay, plans and subscriptions, 0% platform fee | Branded client app | Yes, morning and evening check-ins, habits, streaks |
| Gmail DIY build | Free account, or Workspace from $2 per user per month (November 2026) | Only on Business Standard and up, or a separate tool | Separate Stripe links | None (email threads) | Manual template email |
| Gmail plus Streak | $49 per user per month annually, $59 monthly (November 2026) | Not included | Not included | None | None |
| HubSpot | Free CRM for 2 users; Starter $20 per seat at standard price (October 2026) | Meetings link | Stripe or HubSpot Payments with platform fees | None for coaching | None |
| HoneyBook | Starter $29 per month annually; Essentials $59, Premium $129 monthly (October 2026) | Scheduler from Essentials | HoneyBook's own processing | Client portal | None |
| Paperbell | $97 per month, $80.83 annually (October 2026) | Yes | Stripe or PayPal | Portal in a mobile browser | None |
HubSpot
A general sales and marketing suite with a genuinely free CRM tier. It suits coaches selling to companies with a long sales cycle, but it has no programs, habits or client app, and its payments add HubSpot platform fees after the first year.
HoneyBook
A client-management CRM for service businesses: proposals, contracts, invoices, a scheduler and a client portal. HoneyBook lists no coaching delivery features such as programs, check-ins or community, and its scheduler and automations start on Essentials. Payments must run through HoneyBook's own processing.
Paperbell
An all-in-one admin tool for solo coaches with booking, packages, payments, contracts, a client portal and a simple website, at one price for unlimited clients. It has no courses, community, goal or habit tracking according to its profile, and clients use it in a mobile browser rather than an app.
For more side-by-side views, see our comparison hub and the best CRM for coaches roundup.
What is Coachful, and who is it for?
Coachful is a coaching platform: one membership covers booking, payments, contracts, program delivery with habits and check-ins, courses, a community, a website with funnels and email, and an AI assistant, with one login for you and one branded app for your clients. It is built for coaches who deliver programs, not just sessions, for solo coaches growing into a small team, and for coaches replacing four to six tools.
Every job in the Gmail build has a home in it. The client record holds goals, check-ins, habits, notes, intake answers, tags, payments and sessions, and each client carries a status of thriving, active, quiet or at risk, which is the at-risk view Rana was approximating with a saved search. The coaching CRM also lists leads with their source and stage on a Prospects page, and discovery calls with conversion figures on an Intakes page.
Booking pages handle availability rules, buffers, minimum notice and time zones, with two-way Google, Apple and Outlook calendar sync, built-in video or auto-created Zoom, Meet or Teams links, and email reminders, plus SMS 24 hours and WhatsApp one hour before once messaging is enabled.
Payments run through your own Stripe Connect or Razorpay account: one-time, subscriptions, payment plans, coupons, refunds, Apple Pay and Google Pay, with an invoice per transaction. Coachful charges a 0% platform fee, so you pay only the processor's fees. Coaching agreements go out for e-signature before the first call and are stored on the client record, so Grace's unticked checkbox cannot happen quietly.
What it does not do: it is not HIPAA-certified and is not for clinical records or insurance billing; there is no PayPal and no permanent free plan; the client app ships under the Coachful listing with your branding rather than in your own App Store account; and it has no multi-stage sales deal board for large teams and no Salesforce or HubSpot integration.
How to start: begin a free trial, then either build it yourself from the templates (more than 40 program templates, 48 course templates and about 25 funnel templates) or ask the team to build it for you. Current 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. Lower plans cap the number of clients, Pro is unlimited, and monthly plans cancel in one click.
Why Coachful stands out: a free white-glove service. From Create > We'll build it for you, you describe what you want built, such as a website, a funnel, a program, an email sequence or a welcome flow, attach up to 8 reference links and up to 10 files, and the Coachful team builds it inside your own account, usually within about 24 hours. Nothing gets invented: no fake credentials, testimonials or prices, and gaps are left for you to fill. It is included on every plan. Read more about the white-glove build service.
How do you move from a Gmail CRM into Coachful?
Export your sheet, hand it over during onboarding, and rebuild your templates and filters as sequences and automations. Clients, programs and content are imported for you during onboarding, so the slow part is deciding what to keep, not retyping it.
This short walkthrough shows the onboarding steps a new coach goes through:
What gets imported
- Your Clients tab (name, email, stage, package, sessions left, paid-through date). Download it from Sheets as CSV.
- Program material and worksheets you currently send as Docs or PDFs.
- Course content if you have any.
What you rebuild, and what it becomes
| In Coachful | Replaces in the Gmail build |
|---|---|
| Coachful client statuses and tags | Stage labels and the Stage column |
| Prospects and Intakes pages | Coaching/1 Lead to 3 Proposal sent, and Filter 1 |
| Email sequences with triggers and delays | Templates 01 to 06 and Filter 2 |
| Morning and evening check-in flows, habits | Template 05 and the Admin/Check-ins label |
| Booking pages with reminders | The booking link and scheduled-send reminders |
| Payments, plans and invoices | Stripe links and the Paid through column |
| Agreements with e-signature | PDF attachments and the Agreement checkbox |
| Private notes on the client record | One Google Doc per client |
What clients notice
Clients get one invitation to your branded app instead of a growing pile of threads. Their next session, program week, habits and documents sit together, they rebook from the same place, and payment plans charge on schedule instead of waiting for your reminder. Keep your Gmail address as the reply-to for anything personal, and send one short email explaining the change and what stays the same: you, the session rhythm, the price they agreed.
Do the switch at a natural boundary, such as the start of a month or a new cohort, and move active clients first. Alumni can follow when you next email them. If you are just starting out, our page for new coaches covers the order to set things up, and career coaches like Rana can see the career coach setup or our best CRM for career coaches guide.
What mistakes do coaches make with a Gmail CRM?
- Too many labels. Thirty labels with no numbering becomes a second inbox to sort. Keep six stages, one label per paying client and three admin labels.
- Two stage labels on one thread. The pipeline lies within a month. Move, don't add.
- Skipping the client filter. Without Filter 3, a client's history is spread across threads you can only find by memory.
- Notes in email drafts. Drafts are easy to send by accident. Notes go in a private Doc.
- "Anyone with the link" on the sheet. A forwarded link exposes every client. Share by name or not at all.
- Changing the check-in subject line. Filter 5 stops catching replies and the weekly review loses them.
- Paying for an extension to fix a delivery problem. A deal board will not get clients to do their between-session work.
- Waiting too long to move. Migrating 12 clients is an afternoon. Migrating 40 mid-program is a project.
Frequently asked questions
Can Gmail really work as a CRM?
Yes, for a small practice. Labels give you stages, filters do the filing, templates speed up replies, and Multiple inboxes acts as a dashboard. You will need a companion sheet for fields such as package and payment dates, because Gmail cannot store them.
Is there a free CRM inside Gmail?
The build in this guide is free on a personal Google account. Streak's free plan adds email tracking and snippets, but Streak states it does not include CRM pipelines; its paid plans start at $49 per user per month billed annually, as listed in November 2026.
How many clients can a Gmail CRM handle?
There is no hard cap, but the weekly manual work grows with every client. Many coaches find it comfortable up to about 10 active clients and strained by 20, or as soon as they run a group program with daily check-ins.
Do I need Google Workspace for this?
No. The labels, filters, templates and sheet work on a free account. Workspace adds a business email address and, from Business Standard, booking pages, eSignature and mail merge, according to Google's pricing page in November 2026.
Is it safe to keep coaching notes in Gmail or Google Docs?
It can be, if you use 2-Step Verification, share nothing by link and keep notes in private Docs rather than emails. Confidentiality still depends on your own habits, and privacy rules vary by country, so check with an attorney if you hold sensitive information. Clinical records belong in a clinical system.
How do I send automatic reminders from Gmail?
Gmail has no automatic session reminders. You can rely on calendar invite notifications, or write reminders and use Schedule send. Coachful sends email reminders automatically, plus SMS and WhatsApp once messaging is enabled.
Can I move my Gmail CRM into Coachful without retyping everything?
Yes. Export the Clients tab as CSV and share your program material during onboarding; clients, programs and content are imported for you. You then rebuild templates as email sequences and check-ins as flows.
What is Coachful's free white-glove service?
It is a build service included on every plan. You describe what you want, such as a website, funnel, program or email sequence, attach links and files, and the Coachful team builds it inside your account, usually within about 24 hours. It does not include recording videos, logo design or ad management.
Does Coachful work with Gmail?
Coachful syncs two ways with Google Calendar and can auto-create Google Meet links. Client conversations, check-ins and payments then live on the client record in Coachful rather than in your inbox.
