Welcome to My Office
My Office is your space dedicated to business management and tracking your coaching activity. It's a complete CRM (Customer Relationship Management) designed specifically for coaches.
Feature Overview
Complete Client CRM
- Detailed client profiles: All your client information in one place
- Sales pipeline: Track prospects from first contact to signature
- Custom tags: Categorize and filter your contacts efficiently
Automated Communication
- Email sequences: Automate your follow-ups and nurturing
- Email campaigns: Send group communications
- Customizable templates: Save time with templates
Tracking and Analytics
- Sessions & Calendar: Manage your appointments and availability
- Activity timeline: Complete history of every interaction
- Analytics: Dashboards to manage your business
How to Navigate My Office
Main Menu
From the My Office menu, you access:
- Contacts: Your list of clients and prospects
- Pipeline: Kanban view of your sales process
- Sequences: Your email automations
- Campaigns: Your group sends
- Calendar: Your scheduled sessions
Client Profile
Clicking on a contact opens their complete profile with:
- Personal and professional information
- Pipeline position
- Exchange history
- Past and upcoming sessions
- Associated tags
Difference with "My Client Portals"
| My Office | My Client Portals |
|---|---|
| Your internal management tool | What your clients see |
| CRM, pipeline, analytics | Portals, journeys, documents |
| Only you have access | Accessible by your clients |
Both sections are complementary: manage your clients in My Office, then create personalized portals for them in My Client Portals.
Recommended First Steps
- Import or create your contacts: Start by adding your existing clients
- Configure your pipeline: Adapt the stages to your sales process
- Create your first tags: Organize your contacts by categories
- Explore sequences: Automate your recurring communications