Coaches and consultants
More discovery calls and smoother client work.
Discovery calls book themselves, and clients get your programs and invoices in one portal.
- 1Sam calls while the coach is in a session.
- 2He gets a text back in the coach's name a minute later.
- 3He says what he needs and is offered a free intro call.
- 4He accepts, and the call is booked with a reminder and a short form.
sample
What it does for you
You are the business, so every hour spent chasing leads and invoices is an hour not coaching.
Book discovery calls
Quizzes, forms, and landing pages lead straight to a booking on your calendar.Follow up with every lead
Email sequences and newsletters keep prospects warm until they book.Deliver your programs
Sell courses, run live sessions and a community, and give clients one portal.Get paid and get referred
Take payment in installments or on a schedule, and reward clients who refer.
A sample day
Made-up names and times, real features.
- 7:30 AMOvernight, Grace takes your quiz and books a discovery call from the result page.
- 10:00 AMYou meet Grace on a built-in video call, and the notes go on her record.
- 12:30 PMGrace signs your coaching agreement and pays the first installment.
- 3:00 PMYour group program members join the live session inside the course.
- 6:45 PMA past client shares a referral link, and the new lead is tracked to her.
What we set up for you
Done by our team on Grow and Scale, free when you pay yearly.
- We build your landing page, quiz or lead form, and booking calendar.
- We set up the email follow-up for new leads and your newsletter.
- We set up your client portal and your first program.
- We set up payment plans and your agreement for e-signature.
Where we would start
The areas we set up first for a business like yours.
Guides for a business like yours
Plain, sourced advice on the problems this kind of business brings us most.
Read all guidesWebsite chat for a small business: who answers?
How a small business can run website chat without a full-time agent: who answers by hour, when AI fits, what to tell visitors, and the numbers to watch.What it costs to set up a CRM: your hours or someone else's
What CRM setup really involves, what onboarding fees cost on published price pages, how to price your own hours, and what to ask before paying for setup.
Why users love Pinn.Media CRM
Real clients, in their own words, shared with their permission.
“Pinn.Media CRM has made our funnels much easier to manage. When a prospect submits an inquiry, the follow-up process starts automatically, and our team can see the conversation and next steps in one place. It helps us keep prospects engaged without having to chase every detail manually.”
Farhan ShamasMarketing Director, TradeVision
Let us set up your CRM.
Start the trial, or talk it through with the person who would build your account.
Prefer to talk now? Call +1 833-719-7466.
- Setup, data moves, and training by our team, free on yearly
- 14 days to try it on your own business
- Usage rates published before you spend
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