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.
How to get the most from it
A short tour of The CRM Coach with Sophia
Step 1 of 3 · Show her your setup
“I'm Sophia, your on-demand Chief Strategy Officer. Let's start with your real business, not a blank page. One question at a time — type, or tap the mic and talk. Spreadsheets and sticky notes count. Your Business Brief comes with you, along with decisions from sessions you've already finished. You don't need to polish your answers before we begin.”
— Sophia
- 01Show her your setup
- 02Type or speak your answer
- 03Your Business Brief comes with you
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.
Meet your guide
Sophia, your strategist in your pocket
Sophia is your on-demand Chief Strategy Officer. She won't make you learn a complicated new system. She maps how people actually move from lead to client, then sets up only the stages, fields and automations worth having.
Your 3-step plan
- 1
Show her your setup
One question at a time — type, or tap the mic and talk. Spreadsheets and sticky notes count.
- 2
Map the stages
Sophia defines how contacts move from lead to client, and what's worth automating.
- 3
Hold your Simple CRM Setup
Stages, fields, first automations and your next 30 days.
What you walk away with
Your Simple CRM Setup
Your relationship stages
A clear path from new lead to happy client — and what moves people along.
Your first automations
The few worth building now, and what stays personal.
Your next 30 days
Setup steps in order, and a Stop Doing list for the busywork.
If nothing changes
Another year of a CRM you pay for and don't use, follow-ups you forget, and clients who drift away quietly.
After this session
Your system does the remembering, follow-ups happen on time, and clients still feel looked after personally.
Why not just ask ChatGPT?
- ChatGPT recommends the most powerful CRM. Sophia makes the one you have actually work.
- A blank chat automates everything. Sophia keeps what should feel personal, personal.
- Chat scroll disappears. Your Simple CRM Setup is a clean document you can follow or hand to a VA.
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 Coaching Cabinet — all 50 coaches
$97
Holiday price: $97 one time (normally $297) · Ends December 31, 2026 · Lifetime access
- 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.
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.
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