CRM & pipeline

Dashboard → Pipeline is your coaching CRM. It tracks both your members and external leads (people who haven't signed up yet) through stages you move them along.

The pipeline board

Each column is a stage. Your community starts with a transformational-coach default:

New → Onboarding → Active → At risk → Breakthrough → Alumni

  • Every member automatically appears as a card (new members land in Active).
  • Add lead to drop in someone who isn't a member yet — name, and optionally email and source (e.g. "Instagram", "referral"). Leads start in New.
  • Drag a card to another column to move someone between stages, or use the dropdown on the card. The count at the top of each column updates as you go.
  • Edit stages lets you rename, recolor, reorder, add, or remove stages to match your own process. Deleting a stage moves its contacts to your first stage (you always keep at least one).
  • Card size — the switcher at the top right resizes every card: Compact (just name + avatar, narrow columns — best for seeing the whole pipeline at a glance), Comfortable (the default), or Spacious (larger avatars and more room). Your choice is remembered for next time.

CRM profiles

Click any card to open its full-width CRM profile:

  • Members open their dashboard — engagement, points, enrollments, role & tier, badges — plus a pipeline stage control and private notes only you and your staff can see.
  • Leads open a lighter profile with their details, stage, and notes.

Turning a lead into a member

Open a lead's CRM profile (Convert to member):

  • Invite to join — emails them an invite (needs an email on the lead). When they sign up, their card automatically becomes a member card, keeping its stage and notes.
  • Already a member? — pick them from the list to link this lead's card to an existing member.

Notes

Private notes live on each contact's CRM profile — use them for context between sessions, what to follow up on, or where someone is in their journey.

Ask the Coach Agent

Your Coach Agent knows the pipeline. Ask it things like "who's in the dip?", "who's in Onboarding?", or tell it "move Jordan to Active" and it updates the stage for you.

Touchpoints & analytics

Use Log contact to record a touchpoint; the profile then shows "Last contacted X ago" so you can see who you haven't reached in a while. The pipeline header also shows totals (contacts / members / leads) and how everyone is distributed across your stages.