Every enquiry in one list, with where it came from
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.
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 board with stages and a temperature signal.
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.
- 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
- Temperature, so the warm ones are visible at a glance
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.
- Automations attached to the leads page
- 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
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.
- 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
What it does not do
The boundaries, so you can decide before you sign up rather than after.
- It is a coaching pipeline, not a sales CRM for a large team. There is no multi-stage deal board with forecasting and quotas.
- It does not integrate with Salesforce or HubSpot. Leads arrive from Coachful funnels, forms, bookings, Zapier and the API.
- Lead scoring is a temperature signal rather than a configurable scoring model.
What Coachful does
In plain terms
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.
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 board with stages and a temperature signal.
- Runs automations and email sequences as follow-up, including cart recovery that stops on purchase.
- 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.
It does not
- It is not a sales CRM with forecasting, quotas or a multi-stage deal board.
- 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.
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 coaches say, in their words
“Coachful is a very helpful platform for coaches who want everything in one place.”
Margie Wilson, Wounded to Warrior Recovery Coaching. Trustpilot, May 2026.
“Seriously. I have tried just about every coaching, booking, learning platform out there. I've tried developing my own.”
Elizabeth Gentzkow, Founder, Thrive West. Trustpilot, June 2026.
Leads questions coaches ask
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
