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AE Coaching CRM Template
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Agreements

Agreements to review and send
12
*Full Name
*Email
*Client Status
*Coaching agreement status
*Send agreement
*Coaching agreement
Client Rate
Date of first contact
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Review the agreements, then check the “Send agreement” box when ready. Once checked, it will be immediately sent to the client’s email.
Note: The email will be sent only if all three of the following conditions are met:
The Coaching agreement status is “To review and send”
The Coaching agreement link exists
The Send agreement box is checked
Agreements sent for signing
12
*Full Name
*Email
*Client Status
*Coaching agreement status
*Send agreement
*Coaching agreement
Client Rate
Date of first contact
No results from filter
⁠
Check if the agreements have been signed and update the Coaching agreement status to “Signed”

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