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Feature · Pipeline

Drag a card. Confirm the automation.

Every prospect is a card on a drag-and-drop board. Move it a column and CoachTide offers that stage's automation, like sending the booking link, or the intake and agreement when they become a client, with a one-click confirm. One preset action per stage, only the ones you switch on.

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app.coachtide.com/pipeline
Pipeline
4 prospects · drag a card to advance its stage. Each stage can offer one automation on drop.
4
Prospects
in the pipeline
1
Follow-ups due
today or overdue
0
Stalled
no contact 14d+
Initial
contact1
AN
Avery Nolan
Web form · 2d ago
Schedule
discovery callAuto1
DP
Dana Pratt
Booking link sent
Discovery call
scheduled1
ML
Marcus Lee
Thu 2:00 · Zoom
ActivatedAuto0
Drop here →
agreement + intake sent
Not
activated0
No prospects
Follow-upAuto2
SK
Sam Kwan
Reach out in Sep
On-drop automations

Drop a card. Confirm the follow-up.

Drag a card to its next column and CoachTide offers that stage's automation, like the booking link when you schedule, or the agreement and intake when you activate, with a one-click confirm. One preset action per stage, and only the ones you switch on.

  • The booking link, offered when you schedule a discovery call
  • Agreement and intake, offered when you activate
  • A six-month nudge for the ones who were not a fit yet
Drop into "Activated"
On drop
ML
Marcus Lee
Discovery call done
Run automation? Activate client + send agreement & intake
Agreement sent for signature
Intake form sent
Your stages

Your stages. Your rules.

Rename, reorder, add, or delete any stage on the board. Wire one automation to a stage when you want it, and leave it off until you do, so the board matches exactly how you take on clients.

  • Drag to reorder, click to rename, add or remove anytime
  • One optional automation per stage, off until you enable it
  • A metrics quick-entry that pops when a prospect lands
Pipeline stages & automations
⠿1Initial ContactNo automation
⠿2Schedule Discovery CallSend the booking link
⠿4ActivatedActivate client + send agreement & intake
New stage name Add stage
Pipeline health

Spot the leads going cold, before they do.

The top of your board keeps score: prospects in play, follow-ups due today, and anyone who has gone quiet for two weeks. Drop a prospect into a stage and a metrics quick-entry pops up, so your numbers stay current without a spreadsheet.

  • Prospects in the pipeline, at a glance
  • Follow-ups due today or overdue
  • Stalled prospects with no contact in 14 days
4
Prospects
in the pipeline
1
Follow-ups due
today or overdue
0
Stalled
no contact 14d+
Metrics quick-entry
On drop
Dropped Marcus into Activated, log the win?
Source: referralPackage: 6 months$2,400
Client metrics and reports

Know your practice, not just your week.

Every prospect you log quietly builds a record of who is coming to you and how they got there. The Client Metrics report turns that record into a read, so you can finally answer the questions your calendar cannot: who your clients are, which channels actually send you work, and why the ones who walked away said no.

  • Who your clients are, across the segments you choose to track
  • How they found you, so you can see which channels send the most clients
  • Why prospects did not book, by the reasons you log on the way out

You decide what to track. The fields are yours to rename, add to, or switch off, and the report only ever reflects the records you already keep.

Client Metrics report
Reports
Across 32 profiled clients

How they found you

Referral
64%
Google search
22%
Podcast
14%

If they did not book, why

Price · 41%Timing · 28%Chose someone else · 17%

Helping you change the tide on your coaching business.

Stop letting leads go cold.

Set your stages once, switch on the automations, and let the board prompt you to chase.

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