Drag a card. Confirm the automation.
Every prospect is a card on a drag-and-drop board. Move it a column and CoachTide offers that stage's automation, like sending the booking link or a welcome note, with a one-click confirm. One preset action per stage, only the ones you switch on.
contact1
discovery callAuto1
scheduled1
agreement + intake sent
activated0
Drop a card. Confirm the follow-up.
Drag a card to its next column and CoachTide offers that stage's automation, like the booking link when you schedule, or the agreement and intake when you activate, with a one-click confirm. One preset action per stage, and only the ones you switch on.
- The booking link, offered when you schedule a discovery call
- Agreement and intake, offered when you activate
- A six-month nudge for the ones who were not a fit yet
Your stages. Your rules.
Rename, reorder, add, or delete any stage on the board. Wire one automation to a stage when you want it, and leave it off until you do, so the board matches exactly how you take on clients.
- Drag to reorder, click to rename, add or remove anytime
- One optional automation per stage, off until you enable it
- A metrics quick-entry that pops when a prospect lands
Spot the leads going cold, before they do.
The top of your board keeps score: prospects in play, follow-ups due today, and anyone who has gone quiet for two weeks. Drop a prospect into a stage and a metrics quick-entry pops up, so your numbers stay current without a spreadsheet.
- Prospects in the pipeline, at a glance
- Follow-ups due today or overdue
- Stalled prospects with no contact in 14 days
Helping you change the tide on your coaching business.
Stop letting leads go cold.
Set your stages once, switch on the automations, and let the board prompt you to chase.