Coaching CRM
Coaching CRM for Packages, Sessions and Renewals. Match visitors to a package, track every discovery call, and see who needs to renew. Free to clone.
Coaching CRM is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 5 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 6 projects, 1 AI agent, 5 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Compass. Its automations include Monday renewal and quiet email, Flag quiet clients and Proposal draft on call done.
by @taskade
What you can do with Coaching CRM
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Coaching CRM works
- Monday renewal and quiet email: when Every Monday at 8 AM, then Find renewal and quiet clients and Turn the list into text.
- Flag quiet clients: when Every weekday morning, then Find active clients and Check sessions booked in 21 days.
- Proposal draft on call done: when a prospect is set Call done, then Ask Compass for a proposal draft and Comment the draft on the prospect.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Compass
- Automations: Monday renewal and quiet email, Flag quiet clients, Proposal draft on call done
- Workspace: 6 projects, 1 AI agent, 5 automations