Claude
ChatGPT
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A clear role for everyone
Invite your coaches and sales team. Give each person the permissions they need.
Your entire coaching business.One platform.
From your first lead to your final client. Manage sales, programs, and community, all in one place.
Connect your workspace via MCPClaudeChatGPTCursorand othersFree Solo plan14-day Team & Business trials
/ Studio NorthGood morning, Morgan
Here’s where your business stands.
Revenue
€12,480
+18.2% vs. previous period
New leads
36
+12.5% vs. previous period
Sales
18
+20.0% vs. previous period
Conversion
50%
+3.2% vs. previous period
Recent leads
- AMNew
Alex Morgan
Discovery form
- JCConverted
Jamie Chen
Referral
Your business, connected
Client enrolled. Coach assigned. Ready to grow.
01 / The everyday juggleYour business is connected.
Your business is connected.
Your tools should be, too.
One client journey. A little too much copying, switching, and catching up.
CoachStack
One shared workspaceYour leads
A spreadsheet to update
Your sales
A payment to reconcile
Your courses
Another login to send
Your coaching
A coach to bring up to speed
Your leads, sales, courses, conversations, and coaching are scattered across separate tools.
02 / The client journeyFrom lead to client.
From lead to client.
Every step, connected.
Capture leads, sell programs, assign coaches, and deliver the experience in one place.
CRM / Robin Taylor
Capture every new lead.
Robin submits your discovery form. Her interests, source, and contact details arrive together in your CRM.
Forms, lead ownership, and your pipeline in one place.
Studio NorthNew lead
RT
Robin Taylor
Leadership coaching
- robin@example.com
- Source
- Discovery form
- Pipeline
- New lead
03 / The business behind the coachingBuilt for your people.
Built for your people.
Ready for your next chapter.
The everyday details, connected to the bigger picture.
The whole picture
Sales, revenue, and conversion. Know where your business stands.
Room for your organization
Structure your operations with Business Units on the Business plan.
Keep the conversation going
Send email campaigns to your audience, with contacts and segments already in your workspace.
Your expertise. Your storefront.
Sell courses and coaching from your branded store or buy links on your existing website.
A home for your members
Bring courses, coaching, and community together in your organization’s member app.
04 / A conversation away
A few words. A clearer workspace.
Work with CoachStack from your AI assistant. The request and its result, side by side.
ClaudeWith CoachStack
Assign Jordan to Robin’s leadership coaching pack.
Ready to update Robin’s record.
Coaching / Robin Taylor
RT
Robin Taylor
Leadership coaching
Assigned coach
Unassigned
05 / Open to your way of working
Your experience. Your rules.
Keep your interface. Build your own experience. Let CoachStack connect your coaching business.
Your website
Your forms. Your design.
Build the form your way. Keep every lead connected to your CoachStack CRM.
CoachStack API & webhooks
Lead capture
CCoachStack / CRM
RT
Robin Taylor
robin@example.com
- Source
- Your website
- Interested in
- Leadership coaching
- Lead status
- Waiting for form submission
Ready to connect
Use the parts you need. Keep control of the experience.
A little more clarityGood questions.