Coaching context
Capture whether the visitor is a founder, senior leader, team lead, or career professional, plus the challenge they want to discuss.
Preview concept - coaching enquiries
Turn discovery-call interest into a clear next step.
A mobile-first contact path for Anne Wilkinson: keep the free discovery call, then add WhatsApp click-to-chat, saved enquiry details, simple status tracking, follow-up reminders, and a light FAQ assistant for common coaching-fit questions.
Built around Anne's public coaching positioning
Company owners
Entrepreneurs
Start-ups
Executives
Senior leaders
Career clarity
Lead capture
Qualify the conversation before the calendar booking.
Discovery-call route
Preserve the no-pressure discovery call while giving mobile visitors a faster WhatsApp option for first questions.
Simple lead log
Email or Google Sheet logging stores source, enquiry type, status, next action, and reminder date without changing the coaching offer.
WhatsApp CRM concept
Make thoughtful first contact easier on mobile.
Visitors can still use the calendar, email, or phone. The added WhatsApp path is for people with a quick fit question. Their details are saved first, so every follow-up has context and a visible status.
Lead
Priya K.
Context
Senior leader, new influence challenge
Status
Needs discovery call
Reminder
Tomorrow - 09:30
FAQ/chatbot starter