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AE Coaching CRM Template
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Contacts
Potential Clients
Potential clients without sessions
Potential clients without sessions
12
*Full Name
*Email
Client Address
Gender
*Client Status
Organization
*Client Sessions
*Coaching Notes
Client Rate
Client Session Duration
*Lead gen source
*Coaching agreement status
*Send agreement
*Coaching agreement
Offered blocked bookings?
Session preferences
Other notes
Date of first contact
*Date of last contact
# of Sessions
Customer Lifetime Value
Relationship duration
*Last contact prompt
*Timezone/Location
*Full Name
*Email
Client Address
Gender
*Client Status
Organization
*Client Sessions
*Coaching Notes
Client Rate
Client Session Duration
*Lead gen source
*Coaching agreement status
*Send agreement
*Coaching agreement
Offered blocked bookings?
Session preferences
Other notes
Date of first contact
*Date of last contact
# of Sessions
Customer Lifetime Value
Relationship duration
*Last contact prompt
*Timezone/Location
1
Mikee Mercado
mikee@antientropy.org
Potential Client
7/18/2023, 11:54 PM
8/3/2023, 11:57 PM
0
$0.00
16 days 2 mins 45 secs ago
false
No results from filter
Potential clients with scheduled sessions
Potential clients with scheduled sessions
12
*Full Name
*Email
Client Address
Gender
*Client Status
Organization
*Client Sessions
*Coaching Notes
Client Rate
Client Session Duration
*Lead gen source
*Coaching agreement status
*Send agreement
*Coaching agreement
Offered blocked bookings?
Session preferences
Other notes
Date of first contact
*Date of last contact
# of Sessions
Customer Lifetime Value
Relationship duration
*Last contact prompt
*Timezone/Location
*Full Name
*Email
Client Address
Gender
*Client Status
Organization
*Client Sessions
*Coaching Notes
Client Rate
Client Session Duration
*Lead gen source
*Coaching agreement status
*Send agreement
*Coaching agreement
Offered blocked bookings?
Session preferences
Other notes
Date of first contact
*Date of last contact
# of Sessions
Customer Lifetime Value
Relationship duration
*Last contact prompt
*Timezone/Location
No results from filter
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