A working session for coaches and consultants running cohort programmes who need a CRM to do one job: tell them who is drifting before they churn. I'll show the pipeline I actually run for my group programme, the fields I stopped filling in because they never changed a decision, and the subscriber-to-participant view that kept leaking. Bring your own setup, we will look at it live.
CRM for coaches: tracking a group programme without a sales team
Review event terms, reservations and separate recording choices →
Event
- Purpose
- To help small programme operators configure a CRM that surfaces drop-off risk instead of storing contacts nobody reads.
- Starts
- Oct 25, 2026, 3:00 PM · UTC
- Ends
- Oct 25, 2026, 4:00 PM · UTC
- Event time zone
- UTC
- Format
- online
- Registration policy
- open
- participantVisibility
- private
- Capacity
- 30
- Waitlist available
- Yes
- Accessibility
- Live captions on; the recording is not kept.
- Recording policy
- none
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