If you’re spending more time managing leads and follow-ups than actually coaching, it’s time for a smarter system.
Let Zoho CRM do the heavy lifting—customized for the way you run your coaching business.
You’re a coach with clients to serve, content to create, and a business to grow—
but your backend is a hot mess of spreadsheets, DMs, and mental notes you swear you’ll remember.
You’re ready for:
✅ More clarity
✅ Less busywork
✅ A CRM system that feels like a partner, not a puzzle
What I Offer
Get your CRM built and running fast.
Zoho CRM account setup (users, roles, permissions)
Custom fields & layout tailored to your coaching process
Lead and contact organization
Email sync & mobile app setup
30-minute onboarding walkthrough
*Perfect if you’re brand new to Zoho CRM.
Never drop a lead or miss a follow-up again.
3 custom workflows (e.g. inquiry → discovery → client)
Automated task & email reminders
Personalized lead pipeline setup
1 email template w/ automation
* Great for coaches losing time (and sales) in the follow-up phase.
Track every client’s progress like a pro.
Custom modules for sessions or programs
Session notes & check-ins
Progress reporting
Coaching dashboard setup (at-a-glance view)
Program pipeline tracking
* Ideal for coaches running multi-session packages or group programs.
Your business in beautiful dashboard form.
3 custom dashboards (New leads this month, Revenue per program, Lead conversion rates)
Filtered by date/source
1-hour walkthrough of reports
*Want to know what’s working? Start here.
The full VIP setup. Done-for-you, done right.
CRM Essentials
Follow-Up Fixer
Client Journey Pro
Full onboarding & training
2 weeks of post-launch support
*Your entire CRM foundation in 2–3 weeks.
Let’s chat!
Any of these services and packages can be customized to fit your needs.
Contact me and we’ll map out the best path for your business.
Sakura Virtual helps heart-led coaches streamline their business using systems—so they can focus on clients, not chaos.
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