COACHKIT GUIDES
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From your first client to your next chapter.
Clients & leads
8 articles
Contacts, conversations and growing your business.
Clients & leads · Owners
Add a lead or client and understand conversion
Create a contact without confusing an unpaid lead with a paying customer.
1 min read
Clients & leads · Owners
Import leads from a CSV file
Bring a contact list into Leads without creating purchases or paid clients.
1 min read
Clients & leads · Owners
Call a contact and record contact history
Use clickable phone numbers and timestamped call notes.
1 min read
Clients & leads · Owners
Manage a client profile, documents and status
Find scheduling, payment, invite and membership actions in one record.
1 min read
Clients & leads · Owners
Search, filter and organize Clients and Leads
Find contacts by name, parent, source or status and arrange list columns.
1 min read
Clients & leads · Owners
Build and share lead intake forms
Collect required contact details and custom answers on a branded public form.
1 min read
Clients & leads · Owners
Send later and manage scheduled messages
Schedule Messages delivery for a chosen date or relative to a client’s next class.
1 min read
Clients & leads · Owners
Review and merge duplicate contacts safely
Keep financial history and family access intact when combining matching profiles.
1 min read