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Tag clients (e.g., “#NewClient” or “#NutritionFocus”) for easy segmentation and personalized communication.
Create lists based on rules (e.g., “clients with upcoming sessions”) to streamline management.
Send emails or reminders to entire lists, saving time on client follow-ups.
Add questions like “What are your wellness goals?” for life coaches or “Any dietary restrictions?” for nutrition coaches.
Send forms via email with reminders, ensuring completion before sessions.
Store responses with PIPEDA and GDPR-compliant coaching software, protecting client data.
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Log key points after sessions to maintain continuity and personalize coaching.
View data trends to inform coaching strategies.
Access a full interaction log to review past sessions and progress.
Set up nurture campaigns to engage clients, integrated with marketing automation for coaches.
Send automated reminders to reduce no-shows and keep schedules on track.
Use merge tags to tailor AI-written emails with client names or session details.
Protect client information with advanced encryption to prevent unauthorized access.
Manage who can view or edit client data, ensuring compliance.
Include unsubscribe links and consent options for client communications.
Use intake forms to collect leads, triggering nurture campaigns within CreamSoda’s marketing automation for coaches.
Leverage smart lists to target campaigns based on client interests or session history.
Add UTM codes to track campaign performance in Google Analytics.
CreamSoda’s affordable client management platform organizes clients, tracks progress, and automates communication.
Yes, custom fields for coaching let you tailor profiles to specific needs.
Yes, our PIPEDA and GDPR-compliant coaching software ensures secure client data handling.
Yes, automated email sequences for coaches and reminders keep clients engaged.
Yes, client progress tracking for coaches includes notes, history, and insights.
Yes, it supports life coaches, nutrition coaches, business coaches, and more with intake forms and progress tracking. Read coaching industry insights.
Yes, built-in marketing tools use client data for campaigns and lead nurturing.
Choose free Done-for-You Setup with hands-off configuration or an easy step-by-step self-setup workflow.
Yes, the Growth Engine uses AI-driven automation to attract and retain clients.
Yes, start a free trial to explore all client management features.
