Coaches & Academies

You coach. Your system handles the rest.

A lead arrives through your advertising, a webinar or a direct enquiry. FM24 connects the entire administrative journey to your CRM, from first contact to payment and access. You deliver the conversation and coaching. The standard administrative process runs automatically, without an additional employee to handle it.

Book an appointment

Digital coaching studio with a microphone, laptop and camera

Your connected system

One lead. One connected process.

One lead triggers the next step: data flows between CRM, scheduling, offers, billing and your coaching platform. See actions, feedback and reminders work together as one system.

Advertising, webinar or direct registration
Capture the lead and source in your CRM
Arrange a conversation and send reminders
Hold the conversation and record the outcome
Send the relevant offer automatically
Follow up with automated offer reminders
Record digital offer acceptance
Create and send the invoice automatically
Reconcile incoming bank payments
Remind overdue payments and trigger collection stages
Unlock online courses, live coaching or 1:1 access
Track participation and next steps in your CRM

No manual handovers between lead, offer, payment and access. You focus on coaching; your system handles recurring administration.

Illustrative solution

Illustrative workflows. The actual scope is tailored to your systems and requirements. These are not client case studies.

Advertising and webinar leads straight into your CRM

Capture registration

Match contact and source

Arrange appointment

Send reminders

The benefit

Leads from advertising, webinars and direct enquiries enter the same pipeline. Contact details and appointment status stay connected in your CRM.

In your hands

You define your offers, contact rules and the criteria for the next step.

From the conversation to an accepted offer

Hold the conversation

Send the offer

Trigger reminders

Record acceptance

The benefit

After the appointment, the lead receives the relevant offer. Automated reminders follow up; acceptance updates the CRM stage and starts billing.

In your hands

You define content, prices and terms. The system uses your offer rules and templates.

Invoicing, bank reconciliation and overdue payments

Create invoice

Match bank payment

Update payment status

Follow up unpaid amounts

The benefit

Offer acceptance triggers the invoice. Incoming payments are matched automatically. If payment is missing, the defined reminder and collection stages take effect.

In your hands

You set payment terms and collection rules. Unmatched payments and individual agreements appear as exceptions.

Unlock course and coaching access

Check confirmation

Apply access rule

Unlock course or coaching

Track participation in CRM

The benefit

Following confirmation and according to your payment rule, customers automatically receive access to online courses, live coaching or 1:1 coaching. Booking, access and CRM status remain in sync.

In your hands

You decide when access starts, which content is included and how your personal coaching is delivered.

EVERYDAY PROCESSES

Automate your coaching business. Keep it personal.

Automation for coaches: advertising and webinar leads, CRM, appointments, offers, reminders, invoices, bank reconciliation, payment collection and course access in one workflow.

Connecting webinar leads and CRM

Advertising, webinars and direct enquiries feed into an organised contact process. CRM, discovery calls and reminders are aligned so prospects do not get lost between channels and manual lists.

From quotes to invoices and course access

Quotes, follow-ups, confirmation and invoicing form one flow. Bank reconciliation and payment reminders support administration; approved rules control access to online courses, live sessions and one-to-one coaching.

Introducing the administrative workflow

Existing CRM, invoicing, banking and course systems are checked for integration options. Exceptions and access rules remain traceable. You provide the personal coaching; scope and operating costs are agreed around your systems.