Build backend systems and automations
The CRM Coach is a guided session with Sophia — 46 questions, one at a time, answered in your words. You leave with a streamlined CRM setup that tracks every lead, client, and conversation effortlessly.
Sound familiar?
Three signs this is your coach
You keep re-explaining this part of your business and it still lands differently every time.
You've read enough about structure + scaling systems — what's missing is a decision that fits your business, not a framework.
You know roughly what to do next. You just haven't written it down anywhere you'd actually follow.
Your coach
You're sitting down with Sophia
Sophia is the strategist behind every coach in the collection. She asks one question at a time, interprets what you actually said, and reads it back to you at the end of each section so you can confirm it or correct it. Nothing lands in your document that you didn't agree with.
- One question at a time — no blank-page overwhelm, no forms.
- Checkpoints after each section where you confirm what she's hearing.
- A synthesis pass that names the patterns and contradictions across your answers.
You leave with
A streamlined CRM setup that tracks every lead, client, and conversation effortlessly.
7 sections · 46 questions · finish in one sitting or come back to it.
Inside the session
What you'll walk through
7 sections · 46 questions · a checkpoint after every section.
- 1
Current CRM Reality
Surface how leads, clients, and conversations are currently captured, tracked, and lost.
7 questions
- 2
Contact Entry Points
Identify every route through which a person enters the business so the CRM can capture each one reliably.
6 questions
- 3
Map Relationship Stages
Define the clear stages each contact moves through from first interest to active client and beyond.
7 questions
- 4
Define Useful Records
Determine what information each contact record must contain to provide a reliable view of the relationship.
6 questions
- 5
Build Follow-Up Flow
Create a dependable process for turning conversations into timely next actions without relying on memory.
6 questions
- 6
Automate With Control
Choose automations and views that reduce manual work while keeping important conversations personal and visible.
7 questions
- 7
Choose The Setup
Force the practical choices, tradeoffs, and immediate action required to implement a streamlined CRM.
7 questions
The deliverable
You don't leave with notes. You leave with a document.
When the session ends, Sophia synthesizes every answer into a written strategy document in your language — then runs a quality pass over it before you ever see it.
Where you are
An honest read of your current position, in specifics.
What's true
The conclusions your own answers point to.
What's in the way
Contradictions and gaps named plainly.
What to do next
Concrete moves, ordered.
Export to Word or plain text. It stays in your workspace.
The CRM Coach
$27
One-time · lifetime access to this coach.
- Guided session with Sophia, one question at a time
- Checkpoint summaries you confirm or correct
- A personalized strategy document
- Export to Word or plain text
- Re-run the session whenever the business changes
Secure checkout · no subscription · access is permanent.
Own this one, or own the year.
The CRM Coach is Week 24 of the 50-week path. The complete system is all 50 coaches for $297 — about $5.94 a coach, one a week for a year, at your own pace.
Pairs well with
Other coaches in Stage 3: Structure + Scaling Systems.
Questions people ask first
A streamlined CRM setup that tracks every lead, client, and conversation effortlessly.
One session. 46 questions. A document you'll actually use.
Browsing? See all 50 coaches.