Lead generation and sales
Lead forms, a kanban CRM, a per-coach storefront, discovery booking, drip emails, and signed outbound webhooks.
- Lead-gen forms with 11 field types and per-option score weights
- Kanban CRM with lead scoring and an activity timeline
- Per-coach storefront at /c/<your-handle>
- Discovery-call booking with iCal confirmation
- HMAC-signed outbound webhooks for Zapier, Make, or your own stack
Capture
Build a lead form once and share the public URL, embed it on your site, or send it as a link in an email. Eleven field types cover short text, paragraph, email, phone, number, single and multi-select, checkbox, radio, 1-10 scale, and date. Each option carries its own score weight, so the score that lands in the CRM reflects the answers, not just the fact that the form was filled.
Triage
Every prospect lands in a kanban CRM with stages from New to Qualified to Booked to Converted (or whatever stages you prefer). Lead scoring runs hourly against configurable signal weights. The activity timeline shows every page visit, form fill, email open, and call booking.
Storefront
Each coach gets a public storefront at /c/<your-handle> with their bio, programs, reviews, and a "book a discovery call" button. SEO-friendly, shareable, and built so you don't need a separate Carrd or Linktree.
Discovery booking
Prospects pick a slot from your availability. The booking confirmation carries an anonymous video-call URL and an iCal invite, and the call appears in your dashboard the moment it's booked.
Webhooks
Outbound HMAC-signed webhooks fan every CRM event out to whatever stack you already use, whether that's Zapier, Make, or your own back office. Retries on failure, signed payloads, and idempotency keys are all included.