The CRM that lets you focus on coaching
Automate your lead flow, onboarding, scheduling, and renewals. Spend your time on clients, not on admin.
You did not start coaching to do admin
Most coaches and consultants lose hours every week to tasks that should be automated. Here is what that looks like.
More Admin Than Coaching
You became a coach to help people, not to spend half your week on invoices, scheduling, and follow-up emails.
Inconsistent Lead Flow
Some months are packed. Others are quiet. Without a system, your pipeline depends on referrals and luck.
No Onboarding System
Every new client gets a different experience. Intake forms, welcome emails, and first-session prep happen manually every time.
Manual Session Scheduling
Back-and-forth emails to find a time. Missed reminders. No-shows. It all adds up to lost revenue and wasted energy.
How DUSA works for coaches and consultants
One platform to manage your entire client journey, from first contact to alumni referral.
Discovery Call Funnel
A landing page, booking form, and confirmation sequence that turns website visitors into booked discovery calls.
Client Onboarding Sequences
Automated welcome emails, intake forms, contract signing, and first-session prep. Every client gets a consistent, professional start.
Session Scheduling and Reminders
Clients book directly from your calendar. Automated reminders go out 24 hours and 1 hour before every session.
Progress Tracking
Tag clients by program stage, track milestones, and trigger check-in messages at the right moments.
Package Renewal Automation
When a coaching package is nearing completion, automated outreach begins. Renewal conversations start without you lifting a finger.
Testimonial Collection
After a coaching engagement ends, automatically request testimonials and reviews. Build social proof while the experience is fresh.
Your client pipeline at a glance
Discovery Call
Prospect books and completes intake form
Onboarded
Contract signed, welcome sequence delivered
Active Coaching
Sessions underway, progress tracked
Package Renewal
Automated renewal outreach at 80% completion
Alumni
Testimonial collected, referral program activated
Referral & Upsell
Past clients refer new leads and explore advanced programmes. DUSA tracks referral credits and promotes premium offerings.
The numbers speak for themselves
of coaches say admin work is their biggest time drain
more discovery calls booked with an automated funnel
higher renewal rate with automated re-engagement sequences
Ready to grow your practice?
Get your discovery call funnel, onboarding sequences, and renewal automation running in one platform.