Answer these questions to help you determine which coaching practice specific CRM might work best for you CRM Recommendation Tool for Coaches Your Coaching Practice 1. What type of life coaching do you specialize in? Career/professional development Health & wellness Relationships Business/entrepreneurship General life coaching Other 2. How long are your typical coaching engagements? Single sessions 1-3 months 3-6 months 6-12 months Ongoing/no set end date Feature Priorities 3. Which features are MUST-HAVES? (Check all that apply) Online scheduling/calendar booking Invoicing and payment processing Client portal where clients can log in Secure messaging with clients Document/resource sharing Session note-taking Goal tracking Progress/metrics tracking Client homework/action items Forms and questionnaires Your Coaching Style 4. How structured is your coaching approach? Very structured (specific frameworks, worksheets, step-by-step) Moderately structured (some frameworks but flexible) Flexible/intuitive (flow with what the client needs) 5. How important is tracking client accountability between sessions? Critical - accountability is central to my coaching Important - I regularly assign and track action items Somewhat important - occasional check-ins Not a priority - we focus on in-session work 6. Do you create and share custom worksheets or resources? Yes, frequently (every session or weekly) Sometimes (monthly or as needed) Rarely No Administrative & Business Needs 7. How do you currently handle payments? Not set up yet - need invoicing built in Manual (Venmo, checks, etc.) - want to automate Already use a payment processor I like 8. Do you need to send intake forms or assessments? Yes, this is essential Would be helpful but not critical No, not needed 9. How important is having a professional client portal? Very important - I want clients to have 24/7 access Somewhat important Not important Technical & Budget 10. What's your comfort level with technology? I love tech and enjoy setting up systems Comfortable but prefer simple, intuitive tools Not very tech-savvy - need something very easy 11. What's your monthly budget for CRM software? $20-25/month $25-35/month $35-50/month $50+/month Price isn't the main factor 12. What matters most to you? (1 = most important, 4 = least important) Ease of use and simplicity Having the most features available Lowest cost Accountability and goal-tracking tools Get My Recommendation Your Perfect CRM Match:
