Email outreach and CRM for coaches and trainers
Coaching sells on trust and timing. The coach who stays in touch with people they've met, and follows up kindly, gets the call when the time is right.
Who you're usually writing to
Founders and managers at small businesses, people who attended your talks or workshops, and organisations that hire trainers.
Sound familiar?
- Workshop attendees are interested on the day and forgotten a week later.
- Discovery calls are booked over three different tools.
- Following up feels salesy, so it doesn't happen.
An outreach routine that works for business coaches
Follow up every workshop
Send attendees who signed up one useful takeaway from the session and an offer for a short call.
Offer something small first
A free 20-minute session or a one-page checklist is easier to accept than a full program.
Track by program
Use pipeline stages for discovery call, proposal and enrolled to see what actually turns into clients.
Example first email
An example to adapt, not a script. Words in {{double braces}} are filled in for each contact, with the fallback after the bar.
Subject: One idea from the workshop
Hi {{first_name | there}},
Thanks again for coming to the session. You mentioned your team struggles to hand work off, so here's the one exercise I'd start with: list everything only you can do, then pick one to teach someone this month.
If you'd like help putting a plan around it, I offer a free 20-minute call. Would that be useful?Follow-up, a few days later
Hi {{first_name | there}}, just checking in. Happy to set up that short call whenever suits you.
Tips
- Only email workshop attendees who signed up, or who gave you their address for this.
- Keep each email about one idea.
- A personal note beats a newsletter for turning conversations into clients.
How Montegra Reach fits in
Keep your contacts in one place, send short sequences from your own mailbox at sensible hours, see every reply in one inbox and move deals through a simple pipeline. The AI can draft emails and replies from a sentence, using only what you tell it about your business. $0 for 30 days, then from $49 CAD a month.
Start freeGuides
- How to write a cold email people actually reply to
- How many follow-up emails to send (and when)
- CASL and cold email in Canada: a plain-language guide
- CAN-SPAM checklist for B2B email