Client snapshot
Capture role, company stage, coaching area, current blocker, preferred consultation format, and whether the enquiry is leadership, business, career, or life focused.
Preview concept - high performance coaching
Help ambitious leaders start with clarity before the first call.
A mobile-first enquiry path for Carolina's leadership, career, business, life, and business-relationship coaching: keep the confidential phone or Zoom consultation, then add WhatsApp click-to-chat, saved lead details, enquiry status tracking, follow-up reminders, and a light FAQ assistant for common coaching-fit questions.
Built around Carolina's public coaching positioning
Leadership
Career
Business coaching
Emotional intelligence
Telephone or Zoom consultation
Lead capture
Qualify the coaching enquiry before the consultation request.
Best next step
Route visitors to a confidential Zoom call, a phone consultation, or a quick WhatsApp question based on how much context they share.
Simple lead log
Email or Google Sheet logging stores source, coaching interest, urgency, status, next action, and reminder date for cleaner follow-up.
WhatsApp CRM concept
Give busy executives a quick route without losing the context.
Visitors can still phone, email, use Zoom, or use the existing form. The added WhatsApp route saves the useful details first, then opens chat so the first reply can be personal and relevant.
Lead
Amira K.
Need
Leadership confidence + board communication
Status
Needs confidential consultation
Reminder
Tomorrow - 08:45
FAQ assistant idea