Industry solution · Coaches
The initial consultation is set. Without five emails beforehand.
As a coach, you earn your money in the conversation, not in scheduling and following up. Peak One keeps the initial consultation, advance questions, quote and client history together so you go into every session prepared.
Free plan · Sign in with Google · set up in about two minutes
Where everyday coaching gets stuck
Plenty of time for clients. Little time for the rest.
- For an initial consultation, appointment proposals go back and forth several times.
- You go into the initial consultation without knowing where the other person currently stands.
- You explain your coaching offering a little differently every time because it's not spelled out anywhere.
- Who should still get a reply after the initial consultation depends on your memory.
The old and the new workflow
From appointment chaos to a well-prepared conversation.
Typical workflow
- Scheduling the initial consultation by email
- Asking about the basics only during the conversation
- Explaining your offer off the top of your head
- Following up when you happen to remember
With Peak One
- Prospects book the initial consultation themselves
- A short assessment up front with your entry questions
- A fully written offer with target audience, benefits and terms
- Every client with history and planned next step
How a new coaching engagement runs
From the first contact to the agreed collaboration.
- TriggerA manager asks about coaching for their new role.
- 01 · AppointmentBook initial consultationThrough your booking link, she picks an open time for the initial consultation herself.
- 02 · FormAsk in advanceA short assessment asks for concern, starting point and goal before you talk.
- 03 · ContactAdd a clientIn the CRM, she appears with the history of the initial consultation and the planned next step.
- 04 · QuotePresent the offeringYou go into the follow-up conversation with your spelled-out coaching offering instead of explaining it anew.
What you start with
Five apps. More time for coaching.
- 01Available
Booking
A booking link for initial consultations that you share on your page and in emails.
More - 02Available
Forms
An assessment before the initial consultation with your intake questions.
More - 03Available
Offer
Your coaching offering spelled out with target group, benefit and terms.
More - 04Available
CRM
Every client and prospect with history and next step.
More - 05Available
Academy
A course with learning steps, when you pass a method on to participants.
More
Peak One is not a tool for video sessions, payments or invoices. Nor does it replace therapeutic documentation. It organizes the work around your coaching: initial consultation, pre-session questions, quote and client history.
Frequently asked questions
Briefly answered.
Can I sell and bill coaching packages through Peak One?
No. In Offer you spell out your offering with terms, but Peak One doesn't process payments or write invoices.
Does Booking remind my clients of the appointment?
Booking doesn't promise reminders. You set appointment types with duration and available times, and you see booked appointments in Booking.
What does Peak One cost for coaches?
There's a free way to start. Which apps are included in which plan is on the pricing page.
Keep exploring
What's included.
- FunctionCRM & contactsPeople, companies and context, connected with tasks and numbers.View
- ProblemMissed follow-upsQuotes and contacts that nobody follows up on.View
- IndustryEducation & coachingPeak One for coaches, seminar providers, online courses and language schools: inquiries, appointments, courses and participants in one place.View
- Use caseFollow up on offersFrom the offer you sent to the signature, without any reply slipping through.View
- Software categoryCRM softwareContacts, history, and the next step in one place.View
- Software categoryEmail marketing softwareEvery campaign with one message, one audience, and one next step.View
Start with coaches. The rest follows.
Initial consultations, coaching offer and client history in one place instead of inbox and notebook. Log in with Google and see your company in one place.
Free plan · Sign in with Google · set up in about two minutes