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Rodok for business and executive coaches

CRM for coaches: track inquiries, discovery calls and clients

Follow every inquiry through the discovery call to a signed package, and know who is due for a renewal conversation.

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From $29 a month for 3 seats.

Your contacts, with their company, deal stage and last activity. Example data.

Follow every inquiry through the discovery call to a signed package, and know who is due for a renewal conversation. Built around how business and executive coaches actually sell, so you start from your own stages instead of a blank page.

Your pipeline, in your stages

Deals move through the stages business and executive coaches actually use. Drag a deal, and its forecast and reports follow.

Example data.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for business and executive coaches

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • Inquiries, discovery calls and renewals in one pipeline
  • Booking links for discovery calls
  • Session follow-ups as dated tasks
  • Email and calendar on the record

Not what Rodok is for

  • Payments and invoices
  • Course hosting
  • Client portals and session notes

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

A CRM for coaches keeps every inquiry, discovery call and package in one place, with the next follow-up written down, so you stop losing people who liked the call but never answered the proposal. This page is about business, executive and leadership coaches, who sell to individuals and to companies.

How selling works for a coach

People rarely hire a coach on the first visit. A prospect reads your writing, sees you speak, hears about you from a client or watches a post, then writes. The decision is personal and often takes a few conversations. For executive coaching, a second person can be involved: an HR leader or a manager who pays for a program.

Coaches commonly sell packages: a set number of sessions over three or six months, a group program or a team engagement. The last step of a package is the next one, so renewals matter as much as new leads.

A pipeline that matches that rhythm:

StageWhat it meansNext step to log
InquirySomeone wrote, signed up or was introducedSend your booking link
Discovery callA first conversation is booked or doneSend a proposal within a day
ProposalPackage and price sentFollow up in 3 to 5 days
EnrolledThey said yesBook the first session
RenewalThe package is endingOffer a renewal or a referral

The renewal stage is the one most coaches skip. Put a task on the date, three weeks before the final session, to ask how it is going and what comes next.

What to look for in a CRM

  • A booking link. The discovery call should be two clicks, not five emails. Pick a CRM that can offer times from your calendar.
  • Person and company records. Individual clients are people. A leadership program for a company needs the company, the buyer and the participants.
  • Notes after every call. What a client said they wanted in session one is what you check at session six.
  • Dated follow-ups. "Check in after their board meeting" should be a task that appears that day.
  • A simple view of who is where. A board with five columns is enough. See what a sales pipeline is.

Signals worth watching

Public events that often come before someone looks for a coach. Each tracker is a sentence you type into Rodok Pro, which reads LinkedIn posts, job changes, hiring and company news.

  • A promotion into leadership. Tracker: "people promoted to director, VP or head of a function in the last 60 days at companies with 50 to 1,000 employees". A first-time leader often wants support. See promotion.
  • A new executive starts. Tracker: "COOs, CMOs and VPs who started a new role in the last 90 days in (your market)". See new executive.
  • A company hires many managers. Tracker: "companies hiring five or more manager roles at once in (your region)". Growing teams often invest in leadership development. See hiring surge.
  • A post about a leadership challenge. Tracker: "posts from founders and managers about burnout, delegating or managing a first team". See pain point posts.
  • A request for a coach. Tracker: "posts asking for a recommendation for an executive or leadership coach". See recommendation request.

A first message example

An example, with made-up names:

Hi Priya, congratulations on the promotion to director at Fenwick. Moving from running a team to running managers is one of the harder shifts, and I work with people in that first year. If you would like, I can send a short outline of how I run the first three sessions. No call needed unless you want one.

Where Rodok fits and where it does not

Rodok Starter ($29 a month for 3 seats) is a sales CRM: companies, people, deals, tasks, notes, files, Gmail and Outlook on every record, a calendar, booking links, reports and team chat. Pro ($79 a month for 3 seats) adds LinkedIn signals, a lead database, sequences and AI.

It does not take payments, host courses or groups, or give clients a portal to read session notes. Keep your payment and program tools for that. If most of your clients are private individuals paying for personal coaching, a simpler contact tool may be enough, and Rodok fits best when companies or leaders are the buyers.

Frequently asked questions

Do coaches need a CRM or just a calendar?

A calendar shows who you meet. A CRM shows who you have not heard back from, who is about to renew and where each lead came from. Once you have more than a few inquiries a month, those answers decide your income.

How do I follow up after a discovery call?

Send the proposal within a day, then log a follow-up for three to five days later. If they stay silent after two follow-ups, move them to a long-term list with a task for a few months out.

Should I track free workshops and webinars in the CRM?

Yes, as a source on each person. The people who joined a free session are warmer than a cold list, and knowing which events produce discovery calls tells you where to spend your time.

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