Built for coaches

The CRM for coaches who outgrew Dubsado, HoneyBook, or Keap.

A coaching practice is three businesses in one record: a nurture engine, a 1:1 delivery engine, and a cohort delivery engine. Strkr runs all three on the same account so renewals, notes, and the next package offer sit where you can actually see them.

Start free trial See pricing
What this audience is actually dealing with

The pains that bring buyers here.

Four dynamics make coaching practices different from the standard CRM buyer. Revenue mixes 1:1 engagements with group cohorts that have different delivery mechanics, which means the data model has to hold two shapes on the same account. The product is a relationship, so session notes and action items are the inventory, and the inventory has to live where the sales team can read it before the renewal conversation. Pricing is packaged, not metered, which means proposals and renewal timing are the real revenue levers, not seat-count arithmetic. And the typical stack for a growing coach is four or five tools duct-taped together, each one with its own invoice, its own export format, and its own partial view of the client. The practices that outgrow that stack cleanly share a common move: they stop treating sales, delivery, and renewals as separate systems and start treating the client record as the center.

Four tools, four invoices

The duct-taped coach stack falls over at 100 clients.

Dubsado or HoneyBook for proposals and intake. Calendly for discovery calls. ConvertKit or Mailchimp for the nurture list. Zoom for sessions. Notion or Google Docs for session notes. Each tool bills separately, each has its own export format, each is missing the view of the client the other three tools hold. The handoff between proposal, booked discovery call, enrolled program, and active cohort breaks the moment the practice crosses a hundred active clients.

Session notes have no home

Your intellectual property lives in a Google Doc nobody can find.

Session notes are the inventory of a coaching business. They are what the client paid for and what the practice is accountable to. Yet most coaches keep them in a shared Google Drive folder with no link back to the client record, no way to pull last session action items into this session, and no way to see six months of work in one scroll. When a client renews, the renewal conversation is reinvented from zero.

Cohorts need a project view

A six-week group program is a project, not a mailing list.

Group coaching programs have cohorts, milestones, module releases, live session dates, assignment deadlines, drop-outs, re-enrollments. ConvertKit treats them as a tag. Dubsado treats them as a project without milestones. The coach ends up tracking cohort delivery in a spreadsheet that lives on their own laptop, which means the moment they hire a second coach or an ops assistant, cohort state is invisible to the team.

Renewal timing is invisible

You find out a client is leaving when they stop replying.

A six-month 1:1 engagement sold in month one has a renewal conversation that should start in month four. Most practices do not have a clock on that. They find out a client is churning when the client stops replying to Loom check-ins, which is already past the renewal window. A real CRM runs a nightly flow that opens the renewal opportunity 60 to 90 days before the engagement ends and routes the task to the lead coach.

Discovery call to intake

The nurture-to-booked-call-to-enrolled handoff leaks.

A warm prospect fills out a lead form on Thursday, books a discovery call for the following Tuesday, no-shows the call because they forgot, gets no re-engagement sequence, and the lead goes cold. Each hop in that funnel is a different tool, which means there is no single owner of the conversion between hops. The leaking funnel is the single biggest unaddressed growth lever most coaching practices have.

Upsell timing is a guess

When is the client ready for the next package?

An executive coach selling a 90-day sprint has a natural upsell to a six-month retainer. A life coach selling a 1:1 engagement has a natural upsell to a cohort or a mastermind. A health coach selling a reset program has a natural renewal to maintenance coaching. Teams that catch the right moment convert at two to three times the rate of teams that pitch at random. The moment is a signal, not a hunch, and the signal lives in session notes, session attendance, and goal progress.

How Strkr fits a coaching practice

One record for the whole client lifecycle.

A coaching practice does not need another siloed tool. It needs one place where the lead that came in from the newsletter, the booked discovery call, the signed agreement, the active 1:1 engagement, the cohort enrollment, the session notes, and the renewal clock all live on the same client record. Here is what that looks like in Strkr.

Discovery booking

Native scheduler for discovery calls.

Embed a booking link on the sales page. The booked slot creates a lead record, drops the client into a pre-call nurture sequence, sends calendar invites and reminders over SMS and email, and routes a prep task to the coach the morning of the call. Discovery no-shows drop by half when the reminder cadence runs on the same platform that holds the lead record.

Nurture campaigns

Marketing module for the before-and-after.

The native Marketing module runs the long nurture: the welcome sequence for new newsletter subscribers, the pre-discovery warm-up, the post-call follow-up, the maintenance drip for ex-clients. Segments update automatically as the client progresses through program stages, so the right message lands at the right time without maintaining a parallel list in a separate tool.

Session reminders

SMS reminders on the Messaging module.

The native Messaging module sends SMS session reminders 24 hours and one hour before each session, replies with reschedule links on inbound keyword triggers, and logs every text to the client timeline. Coaches running BYO Twilio keep the carrier they already pay for; everyone else uses Strkr Messaging as a first-class channel without a separate carrier bill.

Session notes

Notes attached to the client, not to a drive.

Every session has a note record attached to the client, the engagement, and the session date. Action items are structured fields, not buried bullet points. Last session action items are pulled into this session automatically so the coach walks in knowing what the client committed to. Six months of notes read as one scrollable timeline, which is what makes renewals easy.

Strkr AI drafts

Call notes summarized and follow-ups drafted.

After a session, Strkr AI drafts a session summary from the raw notes, extracts the action items into structured fields, and drafts the follow-up email the coach would have written anyway. The coach reviews, edits for voice, sends. The post-session admin that used to swallow 20 minutes per client drops to three.

Package pricing

Products module for packaged offers.

Every coaching package lives in the Products module: the 90-day sprint, the six-month retainer, the group cohort, the maintenance tier. Line-item proposals pull from the catalog so a mixed engagement (one-on-one plus cohort access, say) is one proposal with two line items. Package pricing is the native shape, not a workaround.

Agreements

DocuSign and PandaDoc integrations.

Coaching agreements go through DocuSign or PandaDoc with the client details pre-filled from the Strkr record. The signed document attaches back to the client timeline. The signed status fires a flow that creates the engagement, kicks off the welcome sequence, and schedules the first session automatically. No manual re-entry between proposal and program start.

Renewal flow

Renewal opportunity opens 60 to 90 days out.

Every engagement has an end date. A nightly flow looks 60 to 90 days ahead, opens the renewal opportunity if one does not exist, routes the task to the lead coach, and drafts the renewal narrative from the engagement notes. The practice stops finding out about churn when it is already too late to intervene.

Upsell signals

Goal progress triggers the next-package offer.

When a client in a 90-day sprint hits the milestone that correlates with a six-month retainer renewal, Strkr fires a flow that creates the upsell opportunity, routes the task to the coach, and drafts the renewal pitch from the client goals and session history. The next-package conversation becomes a scheduled motion, not a hunch.

How cohort delivery works

Group programs modeled as projects, not mailing lists.

A six-week group program with 24 clients, four live sessions, three graded assignments, two guest teachers, and a Slack community is a project with milestones, deliverables, and a team of coaches. The native Projects module gives the practice the delivery view the mailing-list model cannot.

Cohort as project

Every cohort is a project with a start, an end, and milestones.

The Spring 2026 Executive Reset cohort is a project. Its 24 enrolled clients are linked members. Its four live sessions are milestones on the timeline. Its three assignments are issues with due dates. The lead coach, the assistant coach, and the ops person are all on the project team with their own task lists.

Module releases

Content drops on scheduled milestones.

The week-one module unlocks at project start. The week-two module unlocks seven days later. Module releases are milestones on the project timeline, so the content calendar for the cohort is one view the whole delivery team can see. No more coaches asking the ops lead "did the week-three email go out?" in Slack.

Session attendance

Attendance tracked per session, per client.

Each live session logs attendance on each enrolled client record. Clients who miss two sessions in a row trigger a re-engagement task to the lead coach. The attendance signal feeds the completion score the cohort reports at the end so the next cohort can be sold on real outcomes, not vibes.

Assignment tracking

Deliverables due per client, per module.

An assignment due in week three is a per-client deliverable, visible on the cohort project view and on each client timeline. Submissions, feedback, grades (or ungraded completion flags for the practices that work that way) all live on the record. The coach reviewing week-three submissions sees who is on track and who needs the nudge.

Guest teachers

Collaborators without licensing every subcontractor.

Guest teachers and subcontractor coaches sit on the project team with scoped access to the cohort they are involved in, nothing else. The lead coach controls what they see and when their access ends. The ops person does not spend a Friday rotating guest teacher credentials, which is the quiet tax every mid-size coaching practice pays.

Cohort retention

Drop-outs flagged before they are drop-outs.

A composite signal from attendance, assignment completion, and session engagement flags cohort members at risk of dropping out. The lead coach gets a task to check in before the drop happens. Cohort retention climbs three to six points in the first two cohorts for teams running this motion.

Cross-sell to 1:1

Cohort grads routed into the 1:1 pipeline.

Cohort graduates who hit a certain engagement threshold get flagged for a 1:1 upsell conversation. The lead coach gets a prep task with the client goals, the cohort progress, and a Strkr AI drafted upsell pitch. The post-cohort funnel into premium 1:1 is a real motion, not an afterthought.

Alumni community

Graduates stay in nurture for next launch.

Cohort graduates enter an alumni segment on the Marketing module. They get occasional updates, success stories, and first access to the next cohort or a related offer. The slow-burn alumni community is often the single highest-converting source for the next launch, and it only works if the segment is maintained automatically.

Visibility for the practice owner

The dashboard that answers the three questions.

Three questions keep coaching practice owners up at night. Which clients are at risk? Which clients are up for renewal in the next 90 days? Where is my revenue coming from next quarter? A real CRM answers all three on one screen without the owner opening a spreadsheet.

Client health

A composite score for each active client.

Session attendance, action-item completion, response latency, mood or goal check-in trend. Any one signal is noise. The combination catches the client who is quietly disengaging before they ghost. The lead coach gets the task before the renewal window, which is when retention is actually won.

Renewal pipeline

Every engagement with a clock on it.

A sortable list of every active engagement with days-to-end-of-term, renewal opportunity status, and the lead coach. The owner looks at the next 90 days in one view and knows which conversations need to happen this week to protect next quarter revenue. The renewal pipeline is the forecast.

Pipeline forecast

New engagements plus renewals plus upsells.

The pipeline rolls up three motions: new business from the discovery funnel, renewals from the active book, and upsells from the goal-progress signals. The forecast is a real number, not a wish, because it reads live from the system of record and submits weekly with a committed line.

Cohort revenue

Launches tracked as revenue cohorts.

Every cohort launch is a revenue event. The owner sees enrolled seats, revenue booked, revenue recognized over the delivery window, retention rate, and NPS. The next cohort gets priced and marketed on real data from the last three, not a feeling about what worked.

Coach utilization

Who is overloaded and who has capacity.

The multi-coach practice has a utilization problem: the senior coach is swamped, the junior coach has three open slots, and the owner has no view. A capacity report shows active 1:1 engagements per coach, cohort load, and session hours booked this week. New leads route to coaches with capacity, not whoever shouts loudest in Slack.

Marketing ROI

Where did last quarter clients actually come from?

Lead source is a first-class field. Every closed engagement is attributed to the channel that generated the discovery call: newsletter, referral, podcast, paid social, cohort alumni. The owner sees last quarter revenue by source and makes the next quarter marketing bet on data instead of hunches.

What coaching buyers compare on

The checklist that actually matters when the practice is scaling.

The common comparison is Dubsado vs HoneyBook vs Keap on feature matrices. For a coaching practice growing past 100 active clients and planning cohorts, the real evaluation sits somewhere else. Here is the honest version.

Time to first useful week

How soon can the practice run on it?

Strkr: typically a week of setup for a small practice, two to three weeks for a mid-size practice with cohorts and multiple coaches. The migration tooling pulls contacts, engagements, and products from the common starting tools. The faster the useful-day lands, the sooner the owner stops paying for both stacks in parallel.

Does it hold 1:1 plus cohorts?

The single data model matters more than any feature.

Dubsado models projects for 1:1 work and treats group programs as a workaround. ConvertKit treats cohorts as tags without a project view. Keap can be forced into either shape with developer work. Strkr ships 1:1 engagements and cohort projects on the same account record out of the box, which is the shape most growing practices actually need.

Session notes on the record

Where does the intellectual property live?

Dubsado has limited notes. HoneyBook has limited notes. Most coaches end up in Notion or Google Docs. The failure mode is predictable: notes get lost, action items are not structured, renewal conversations are reinvented. Strkr session notes are first-class records with structured action items pulled forward each session.

Three-year TCO

What this costs by year three on a growing practice.

The duct-taped stack starts cheap and grows ugly. By year three a 10-coach practice is paying for Dubsado seats, Calendly seats, a mailing-list tool at a contact-tier price, a video tool, a scheduling tool, a video storage tool, and a middleware integration bill to hold it all together. Strkr collapses the stack to one bill that scales per seat with no contact-tier escalator, and every integration point ships as native code with webhooks and APIs instead of a glue layer that charges per run.

Exit cost

What it costs to leave in year five.

Dubsado and HoneyBook export cleanly to CSV but migrating automations and client timelines is a project. Keap is harder. Strkr exports to CSV and JSON cleanly, logs every automation as structured data, and keeps the full client timeline portable. The exit, if you ever take it, is a day instead of a quarter.

Coach mobile UX

What the coach sees between sessions.

A coach with eight 1:1 sessions back-to-back has 90 seconds between calls. Strkr mobile is a first-class surface with session note capture, voice-to-text summaries, and offline queue. The notes get captured before the next session walks in, which is the only time they will ever actually get captured.

Head-to-head

Strkr vs the Dubsado + Calendly + ConvertKit + Zoom stack.

The most common starting stack for a growing coaching practice is four or five separate tools: Dubsado or HoneyBook for proposals and intake, Calendly for scheduling, ConvertKit or Mailchimp for the mailing list, Zoom for sessions, and a Google Drive folder for session notes. Strkr collapses that stack to one record and one bill.

Feature Strkr Dubsado + Calendly + ConvertKit + Zoom
Pricing basis Flat per seat, full product on every paid tier Four separate subscriptions, each with its own tier logic
Single client record Lead, engagement, cohort, notes, renewal in one place Client data split across four systems with no shared id
Discovery booking Native scheduler with reminders and prep tasks Calendly, synced via email, no handoff to intake
Session notes First-class notes with structured action items Google Docs or Notion with no client linkage
Cohort delivery Projects module with milestones and attendance Mailing list tags, no milestone tracking
Package pricing Products module with line-item proposals Dubsado proposals, limited line-item logic
Agreements DocuSign and PandaDoc integrations, auto-filled Dubsado contracts, limited e-sign flows
Session reminders Native SMS plus email on the Messaging module Email only, no SMS without a separate bill
Marketing automation Included on every paid tier, no contact-tier meter ConvertKit or Mailchimp, contact-tier priced separately
Renewal clock Nightly flow opens renewal 60 to 90 days out Manual tracking in a spreadsheet
Upsell signals Goal progress triggers next-package offer Owner intuition, no signal pipeline
Reporting Cross-object cohort and 1:1 reporting on every tier Each tool reports in isolation, no roll-up
How teams use Strkr

Playbooks coaching practices run on Strkr today.

The common thread across coaching customers is the same four moments: the discovery-to-enrolled handoff, the session-to-note-to-follow-up loop, the cohort milestone cadence, and the renewal clock. Every one of these moments is where coaching revenue leaks on a duct-taped stack. Here is how growing practices run them on Strkr.

Solo executive coach

Discovery to signed agreement in seven days.

A solo executive coach runs weekly discovery calls. The lead form on the sales page creates a Strkr record, routes a prep task to the coach, and sends SMS plus email reminders. After the call, Strkr AI drafts the proposal from the discovery notes. The proposal goes out via DocuSign, signed within 72 hours, and the signed status creates the engagement and schedules the first session. Average discovery-to-signed window drops from 14 days to seven.

Life coach with cohort launches

Six-week cohort delivered as a project.

A life coach runs a six-week group program three times a year. Each cohort is a Strkr project with 24 enrolled members, four live sessions as milestones, three assignments as issues, and a drop-out risk score on each member. The ops assistant runs the cohort from one view instead of six browser tabs. Cohort retention climbs from 68 percent to 81 percent over three launches.

Health coach with 1:1 book

Session notes auto-summarized and renewal flagged.

A health coach runs 40 active 1:1 engagements. After each session, Strkr AI drafts the session summary and the follow-up email from the raw notes. Last-session action items pull forward into the next session automatically. A nightly flow opens renewal opportunities 60 days before engagement end. The post-session admin drops from 20 to three minutes per client, and renewal rate climbs 11 points over four months.

Business coach with multi-coach team

Capacity routing plus guest teacher scopes.

A business coaching practice with five coaches and two subcontractors routes new leads to coaches with capacity based on active engagement count and weekly session hours booked. Guest teachers get scoped project access for the cohort they are involved in, nothing else. The owner sees utilization per coach on one dashboard and plans hiring from the data instead of the loudest Slack complaint.

Hybrid 1:1 plus cohort

Cohort grads routed into 1:1 upsell pipeline.

A hybrid practice runs cohorts as top-of-funnel for 1:1 premium work. Cohort graduates who hit engagement thresholds get flagged for 1:1 upsell conversations. The lead coach gets a prep task with cohort progress, goal data, and a Strkr AI drafted upsell narrative. Cohort-to-1:1 conversion runs 18 to 25 percent, which is enough to make cohort launches a profitable top-of-funnel instead of a loss leader.

The coaching CRM shape, without the five-tool bill.

Start a 14-day trial with CRM, Marketing, Projects, Messaging, and Products enabled from day one. Migrate from Dubsado, HoneyBook, or Keap in a guided setup. See how cohort delivery, 1:1 session notes, and renewal flows live on one client record.

See pricing Explore cohort delivery
Common questions

What buyers in this bucket ask most.

Is Strkr a good fit for a solo coach, or just multi-coach practices?

Both. A solo coach with 15 active 1:1 clients and a mailing list uses Strkr to run the whole lifecycle on one record: lead capture, discovery booking, proposal, agreement, session notes, renewal clock, nurture campaigns. The scheduling, note-taking, and renewal flows cover the same jobs the duct-taped stack covers, with one bill instead of four. Multi-coach practices get the additional capacity routing, cohort delivery, and coach utilization reporting on top of the same foundation.

What does Strkr do that Dubsado or HoneyBook does not?

The honest short list: cohort delivery modeled as projects with milestones and attendance tracking, native SMS reminders on the Messaging module, session notes as first-class records linked to client and engagement, Strkr AI session summaries and follow-up drafts, renewal flows that open 60 to 90 days before engagement end, native integrations for DocuSign and PandaDoc, and a Products module for line-item package proposals. Dubsado and HoneyBook cover proposals and simple project workflows well; Strkr covers the full practice lifecycle including the cohort and renewal motions those tools treat as workarounds.

Does Strkr replace my scheduling tool and my mailing-list tool?

Yes for most coaches. The native scheduler handles discovery call booking, session scheduling, and reschedule flows with calendar sync and SMS plus email reminders. Round-robin routing distributes new discovery calls across multiple coaches by capacity, so growing practices do not have to manage calendar links by hand. The native Marketing module runs nurture sequences, segment-based campaigns, and launch cadences without a contact-tier meter, so a mailing list that triples in size does not come with a surprise bill. Most coaches moving to Strkr turn off Calendly and the mailing-list tool within the first two weeks of migration. If you have a specialist mailing-list need not covered by the Marketing module, Strkr integrates cleanly with the common tools, but the typical case is full replacement. The practices that resist the switch usually have an existing landing-page or lead-magnet stack they want to preserve, which Strkr integrates with via native webhooks rather than forcing a wholesale migration.

How does Strkr handle e-signature for coaching agreements?

Strkr integrates with DocuSign and PandaDoc for coaching agreements. Client details pre-fill from the Strkr record, the signed document attaches back to the client timeline, and the signed status fires a flow that creates the engagement, kicks off the welcome sequence, and schedules the first session automatically. The Strkr Docs module is a wiki for internal knowledge and client-facing playbooks; it is not an e-signature tool, and we recommend DocuSign or PandaDoc for anything that needs a legally binding signature.

What is the migration path from Dubsado, HoneyBook, or Keap?

Strkr has a migration tool that pulls contacts, projects or engagements, custom fields, products, and workflow logic from the common starting tools. Automations rebuild in the Strkr Flow canvas, usually 10 to 25 flows for a typical coaching practice. The deeper work is the Marketing side: nurture sequences, segments, and tag logic from the mailing-list tool need to be redesigned, not just imported. Most practices complete the full move in two to four weeks running both systems in parallel before cutover. Strkr runs the migration as a guided setup for the first week, not a self-serve import, so a RevOps generalist is paired with the coach for the pipeline mapping, product catalog setup, and the first batch of nurture-sequence redesigns. The migration includes a dry-run cutover where test clients move through the full lifecycle on the new system before production clients are touched, which is the step most self-serve migrations skip and then regret.

Can Strkr handle group programs with 50+ clients and live sessions?

Yes. The native Projects module models each cohort as a project with enrolled member records, live sessions as milestones, assignments as issues, and attendance tracked per session. Cohorts of 50 to 200 clients are a well-supported shape, especially for health coaches, business coaches, and mastermind operators. The attendance signal plus assignment completion feeds a drop-out risk score so the lead coach can intervene before the drop happens, which is the retention lever most mailing-list-based cohort tools cannot pull. Multiple cohorts can run in parallel with shared or separate delivery teams; alumni cohorts stay accessible as reference projects long after the live delivery window closes, which is how growing practices build an evergreen content library instead of orphan Google Drives after every launch. Reporting rolls up seats sold, revenue booked, retention percentage, and NPS across cohorts so the next launch gets priced on data from the last three.

What size coaching practice is Strkr not a good fit for?

A pre-revenue coach with their first three paying clients does not need a CRM yet; a Google Sheet plus Calendly covers the first six months of work. Strkr starts to pay off around 15 to 25 active clients, when the duct-taped stack is already slowing the practice down. At the other end, very large coaching enterprises with 50+ coaches and complex multi-tenant franchising needs sometimes stay on Salesforce for the enterprise ecosystem, though we are honest that the coaching-specific features in Strkr often beat what the generic CRM delivers for the practice itself. The sweet spot is 15 to 300 active clients across a mix of 1:1 and group programs, which covers most independent coaches, growing boutique practices, and multi-coach teams.

Also built for

Related audiences.

For Consulting Firms For Professional Services For Agencies For Small Business For Healthcare For Financial Advisors

Try it free. Bring your team next week.

No sales call, no migration consultant, no four-month implementation. Enter your card, get 14 days of the full Pro tier, cancel any time before day 14 with zero charge. Spin up a workspace, import your CSV, and have something useful before lunch.

Start free trial See pricing