A CRM for coaches and consultants, from discovery call to paid program.
Most coaches run a website builder, a scheduling tool, a checkout, an email tool, and a spreadsheet of clients, then copy names between them. The coaches and consultants pack will model clients, programs, and sessions on top of the website, booking pages, and Stripe checkout UnifyLoop already has. A discovery call becomes a client without leaving one system.
Coming soonThe pack is in development. Everything it runs on is live today.
What the coaches & consultants pack will install
Coming soon- Clientgoals, current program, start date, renewal date, lifetime value
- Discovery callbooked date, source, fit, outcome, follow-up date
- Programprice, length, sessions included, format, open spots
- Engagementclient, program, start/end, sessions used, payment status
- Sessionclient, date, type, notes, homework, next step
- 1New lead
- 2Call booked
- 3Call held
- 4Offer sent
- 5Enrolled
- 6Active client
- 7Renewal
- Discovery call prep
- Offer follow-up
- Welcome and onboarding
- Check-ins and renewal
Objects with real relationships, a pipeline with real stages, and automations ready to run. Until the pack ships, custom objects and pipelines are live on every plan, so you can build these yourself today.
Three problems. The pack was shaped around them.
Your calendar is your sales pipeline
For a coach, almost every sale starts with a discovery call. No-shows and slow follow-up after the call are where most of them are lost. When the booking, the call outcome, and the offer sit on one record, every open offer has a next step and nobody is forgotten.
Five tools for one client
Site, scheduler, checkout, email, and a spreadsheet each hold part of the story, and none of them know a client paid. Here the website, booking pages, Stripe checkout, and email nurture write to the same client record, so a purchase can start onboarding without copy and paste.
Results depend on clients showing up
Clients who drift between sessions rarely renew. Sessions logged against the engagement make quiet clients a saved view, and a check-in by email or WhatsApp goes out before the drift turns into a cancellation.
The pack is coming. The platform is here.
Here is what the shipped platform already does for coaches, consultants and course creators who sell services. Each module is live today, with a page of its own.
Automations the pack will ship.
Each one will be editable, with a step-by-step trace for every run. The automation builder they run on is live today.
How AI automations workDiscovery call prep
Confirmation on booking, a reminder before the call with a short intake form, and a rebooking email if they don’t show.
Offer follow-up
After the call, the offer and checkout link go out, and a short follow-up runs until they pay or reply, then stops on its own.
Welcome and onboarding
A paid program opens an Engagement, sends a welcome email, and shares the booking link for the first session.
Check-ins and renewal
A client with no session in two weeks gets a check-in, and 30 days before an engagement ends you get a renewal task with their session notes attached.
Can UnifyLoop host my course or community?
No. UnifyLoop has no course hosting, member area, or community features. Platforms like Systeme.io or ClickFunnels do that, and many coaches keep one for delivery while running sales and client relationships here.
Can clients pay for a program online?
Yes. Funnel pages take payment through checkout into your own Stripe account, with order bumps, one-click upsells, and follow-up on abandoned checkouts. The money goes straight to your Stripe account.
Can prospects book a discovery call themselves?
Yes. Share a booking page that syncs both ways with Google Calendar and adds a Meet or Zoom link. The booking lands on the contact’s record, ready for follow-up.
Can I check in with clients on WhatsApp?
Yes, for conversations and replies. WhatsApp runs on the official Cloud API with your own Meta app, and messages sit on the client’s record. Meta has paused WhatsApp marketing template messages to US numbers since April 2025, so don’t plan promotional broadcasts to US clients there.
Is it affordable for a solo coach?
Yes. The Free plan is $0 for up to 3 users and 1,000 emails a month, and Starter is $49 a month for any number of users and 50,000 emails. Billing is monthly, with no contract and no onboarding fee.
Start free today. The coaches & consultants pack is coming soon.
Contacts, leads, pipelines, and automation templates are ready at signup, and anything the pack will install can be built by hand in the meantime.
Free plan · No credit card · Every price on the site