the PAUL MARTINelli platform

HELP YOUR COACHING STUDENTS THRIVE WITH

AN ALL-IN-ONE SALES & MARKETING PLATFORM

Set them up for success and save them

from getting lost in the sea of technology.

We're in the business of helping you grow yours.

Don't get lost in the sea of technology.

We've simplified it and combined all the tech tools you need in one platform without having to "duct-tape" multiple platforms together!

WE HELP ENTREPENEURS THRIVE WITH OUR ALL-IN-ONE
SALES & MARKETING CRM PLATFORM

IT CAPTURES THE THREE MOST IMPORTANT COMPONENTS IN BUSINESS

CAPTURE

Capture leads using landing pages, surveys/forms, calendars, inbound phone system & more!

NURTURE

Automatically message leads via voicemail, forced calls, SMS,

emails, FB Messenger & more!

CLOSE

Use our built-in tools to collect payments, schedule appointments, and track analytics!

We're in the business of helping you grow yours.

Don't get lost in the sea of technology.

We've simplified & combined all the tech tools you need, in one platform without having to "duct-tape" multiple platforms together!

WE HELP ENTREPENEURS THRIVE WITH OUR ALL-IN-ONE
SALES & MARKETING CRM PLATFORM

Unlock Your Coaching Potential with the Ultimate Business Operations Platform

We’ve seen too many talented coaches struggle and burn out with the administration processes or technical components of running a successful coaching business.

Don’t get stuck, get started.

Many spend more time preparing to start, or managing their practice than actually coaching, grappling with technological and administrative challenges, diverting energy from their true passion, coaching.

Follow Drip CSM software solutions from Your Limits Lifted

We are familiar with the challenges you encounter,

as we have faced them ourselves.

Transform your coaching business with this . . .

comprehensive all-in-one, Backend opperations platform

Give yourself an edge by leveraging our all-in-one coaching business platform and streamline your administration processes & optimize client interaction.

Grow your coaching practice with a scalable and reliable platform that empowers YOU to deliver your content, manage clients, and handle business operations - all in one place

Consolidate your business operations in one platform: all branded with YOUR brand.

WE INVITE YOU TO CONSIDER OUR HOLIDAY OFFER!

Get up and running on the Follow Drip for Coaches platform when you take advantage of our Quick Start Holiday Bonus.

Get ahead of 2025 with our all-in-one coaching business automation platform that consolidates your essential digital tools - from marketing and sales to client management and communication - into one seamless system.

Book your Discovery Call by December 31st and subscribe by January 15th to receive our Quick Start Holiday Bonus - including Strategy and Platform Build-out Sessions to fast-track your 2025 success.

In Addition to our regular offer, you get:

Bonus 1: Implementation Strategy Session

(up to one hour)

together we will determine the implementation strategy that will prioritize steps for the quickest results.

Bonus 2: Build-out Session

(up to one hour)

We will build out the most valuable step identified in the strategy session and get this piece up and running for you!

With so many different software applications needed in the operation of your business, we decided to assemble the most popular features in one platform.

All from ONE INTUITIVE PLATFORM with . .

  • one password

  • one tech team

  • one subscription

What's Included in the Platform?

When you subscribe to Follow Drip for Coaches you NOT ONLY get access to all these features & benefits, but to a pre-built templated system of automations, pipelines, emails, confirmations, notifications, forms and workflows to support a successful coaching business.

* Built by Coaches for Coaches = pre-built templates, automations & workflows, enabling rapid setup & optimized performance for coaches.

There's no content or usage limits within each of the features.

the Key Platform Features include . . .

Our platform eliminates the hassle of juggling multiple subscriptions without getting lost in a sea of technology, essentially, all the tools you need in one platform without having to
"duct-tape" multiple platforms together.

CRM – the heart of the platform

Our integrated CRM allows you to:

  • Organize clients effortlessly with custom tags and progress stages

  • Connect instantly through integrated messaging and note-sharing

  • Access comprehensive client histories at your fingertips

  • Streamline collaboration with team members and clients

Transform your coaching relationships with our powerful CRM system. Designed to simplify client management, our platform empowers you to focus on delivering exceptional coaching experiences. Each lead or client has a robust profile that allows you to track all the information you need whether they are just reaching out for the first time or in a full coaching program. From prospect to valued partner, track each client's journey seamlessly, communicate effectively, and gain insights that drive personalized, impactful coaching. Experience the efficiency of having all client interactions in one place, saving you time and enhancing your ability to nurture meaningful connections that propel your coaching business forward.

Calendar & Appointment Scheduler

Our integrated calendar & scheduling system allows you to:

  • Effortlessly manage all client bookings in one central location

  • Automate appointment reminders to reduce no-shows

  • Sync seamlessly with your preferred calendar app

  • Allow clients to self-book, avoiding the back -and-forth in setting
    appointment times.

  • Set your availability to maintain control of your schedule

With our intuitive scheduling tools, you can focus on coaching, not coordinating. Let the ProCoach Accelerator simplify your calendar management, so you can dedicate more time to what truly matters - transforming lives through your coaching expertise.

Contracts/Documents/Invoices & Payments

Our integrated invoicing and contract feature allows you to:

  • Design flexible payment structures:

    • one-time, installments, or subscriptions

  • Offer diverse payment options to suit client preferences

  • Enjoy transparent pricing with competitive processing fees

  • Generate professional invoices that reflect your brand

  • Automate billing and payment reminders for consistent cash flow

  • Create customizable agreement and contract templates

  • Auto-fill client information for quick document preparation

  • Enable secure electronic signatures for hassle-free execution

  • Payment integration with Stripe & tap capabilities through the Lead Connector app

Streamline your coaching business operations. Create custom invoices, set up recurring billing, and automate payment reminders with QuickBooks & Stripe integration. Manage contracts and legal documents effortlessly with customizable templates and electronic signatures. Automate invoicing, contract generation, and follow-up actions based on pipeline stages. Spend less time on paperwork and more time focusing on your clients, delivering exceptional value while growing your coaching business.

Dashboard/Reporting/Analytics

Real-Time Insights at Your Fingertips

Our integrated reporting and analytics tools allow you to:

  • Monitor key performance indicators with our dynamic dashboard

  • Visualize complex data through intuitive, customizable interfaces

  • Track client progress and pipeline health effortlessly

  • Create and manage tasks directly from your central hub

  • Leverage live updates for agile decision-making

The platform designed to streamline your coaching business. It combines lead capture, client nurturing, and closing tools in a unified CRM system. With features like website building, social media management, and automated messaging, it simplifies your workflow and eliminates the need for multiple software subscriptions. Focus on coaching while our platform handles administration, allowing you to grow your business efficiently and effectively.

Conversations & Text/Email Templates

Unified Communication Hub

Our integrated reporting and analytics tools allow you to:

  • Centralize all client interactions in one intuitive platform

  • Track conversations across email, SMS, and social media effortlessly

  • Access communication history instantly, eliminating search frustrations

  • Utilize customizable templates for efficient, consistent messaging

  • Respond promptly from any device, enhancing client engagement

Revolutionize your coaching communication with our streamlined messaging system. Never miss a beat in client interactions, regardless of the channel. Our platform consolidates all conversations into a single, easily accessible hub, saving you valuable time and ensuring seamless follow-ups. Leverage customizable templates to maintain consistent, professional communication effortlessly. With instant access to your entire communication history, you'll always be prepared for client interactions, allowing you to focus on what truly matters - delivering exceptional coaching experiences.

E-Commerce

Integrating an e-store & e-commerce functionality allows you to:

  • Sell diverse offerings:

    • physical products, digital downloads, event tickets & coaching packages

  • Create product categories and listings in minutes

  • Set flexible pricing options to match your business model

  • Manage inventory and automate digital deliveries effortlessly

Transform your knowledge into revenue with our powerful yet intuitive e-commerce platform. From books to online courses, workshop tickets to multi-session coaching programs, our versatile system adapts to your unique offerings.

Lead Connector App

The Lead Connector App allows you to:

  • Instantly capture and verify contact details of interested prospects

  • Function as your 24/7 digital receptionist, never missing a lead

  • Seamlessly integrate lead capture into your coaching workflo

  • Monitor leads on-the-go with our user-friendly mobile app

  • Receive instant notifications for new leads

  • Respond quickly to potential clients, boosting conversion rates

  • Easily manage leads with minimal technical knowledge

  • Save time with automated lead capture and verification

  • Focus on building relationships, not data entry

Turn every inquiry into a potential client with our powerful Lead Connector. This intelligent system ensures that no opportunity slips through the cracks, allowing you to focus on what you do best - coaching and transforming lives.

Take your coaching business wherever you go. The app keeps you in the loop, allowing you to manage leads effortlessly from your smartphone. Stay responsive and never miss a chance to grow your client base.

Spend less time on admin and more time coaching. The Lead Connector app streamlines your lead management process, automating tedious tasks and providing you with verified, ready-to-contact leads. Always be prepared to turn inquiries into lasting client relationships.

Pipeline & Opportunities

The functionality of the Pipeline & Opportunities features allows you to:

  • Track leads and clients throughout their entire client journey

  • Monitor potential and closed business values in real-time

  • Track client progress within each stage

  • Trigger automated actions when deals move between stages

  • Generate reports on pipeline performance and conversion rates

  • Forecast revenue based on deal values and probabilities

  • Utilize pre-built pipelines for 3-session and 6-session coaching packages

  • Easily customize pipelines to match your unique coaching offerings

  • Track progress and automate follow-ups for each package type

The Client Fulfillment Pipeline manages logistics, allowing you to focus on delivering value. From lead acquisition to client onboarding, our system ensures no step is missed. Tailor coaching delivery to your style and clients' needs with our flexible pipeline. Spend less time on administration and more time coaching, transforming your client management process efficiently.

Website, Funnel/Landing Page Builder

The web & funnel builder allows you to:

  • Create stunning, mobile-responsive websites without coding skills

  • Design high-converting landing pages with our drag-and-drop builder

  • Seamlessly integrate forms, calendars, and payment processing

  • Wide range of pre-designed templates

  • Responsive design for mobile optimization

  • Leverage pre-designed templates tailored for coaches

  • Integration with other features within the platform

Elevate your digital footprint effortlessly. The integrated web and funnel builder offers a comprehensive solution for creating professional, high-converting websites and marketing funnels, featuring an intuitive drag-and-drop interface, a diverse template library, and seamless integration with other platform tools, enabling users to effortlessly design, customize, and optimize their online presence without requiring coding expertise.

The COMPLETE Package includes . . .

The difference between the 2 packages is that the COMPLETE package includes the functionality

for those coaches that have online digital programs and interactive community groups.

Not only are these feature available online, but in a mobile app.

Memberships

The Membership feature allows you to:

  • Create dynamic courses & programs with unlimited video hosting

  • Create multi-modal lessons with audio, video, text, and attachments

  • Customize learning paths: self-paced or structured sequences

  • Adapt content delivery to suit your coaching style and client needs

  • Boost engagement with integrated comment features

  • Automate certificate generation for course completion

Transform your expertise into immersive learning experiences. Our versatile platform lets you craft courses that cater to diverse learning styles and preferences, enhancing client engagement and retention.

Course engagement is enhanced through a comment feature, where clients can interact with lesson content. You have the flexibility to make these comments public or visible only to you as the instructor. All course content is conveniently accessible to clients through their personal library in your branded PWA app.

Create, manage, and scale your online courses and memberships. Focus on delivering transformative content while our platform handles the technical details, helping you expand your reach and maximize your coaching impact.

Client Portal/Kollab App - Memberships

The Membership feature is expanded in the Kollab app:

  • Create dynamic courses & programs with unlimited video hosting

  • Create multi-modal lessons with audio, video, text, & attachments

  • Customize learning paths: self-paced or structured sequences

  • Adapt content delivery to suit your coaching style and client needs

  • Boost engagement with integrated comment features

  • Automate certificate generation for course completion

Transform your expertise into immersive learning experiences. Our versatile platform lets you craft courses that cater to diverse learning styles and preferences, enhancing client engagement and retention.

Course engagement is enhanced through a comment feature, where clients can interact with lesson content. You have the flexibility to make these comments public or visible only to you as the instructor. All course content is conveniently accessible to clients through their personal library in your branded PWA app.

Create, manage, and scale your online courses and memberships. Focus on delivering transformative content while our platform handles the technical details, helping you expand your reach and maximize your coaching impact.

The Systems We Created Specifically for Coaches

in the All-in-One Coaching Platform are . . .

COACHING

The platform is crafted and developed to foster the coaching relationship between coach and client. We have created a workflow and pipeline system, integrating automations:

  • sending and confirming coaching session times

  • with Pre & Post Appointment Coaching Forms automatically sent based on session times

  • a copy of the information from each form is distributed to the client, the coach, and is also stored in their contact profile within the CRM.

This ensures that all parties have access to the information and that it's readily available for future reference. The forms are customizable to align with your specific coaching methodology.

The pipeline will track the clients journey through out the coaching experience. Clients will progress through the pipeline, streamlining administrative tasks, at the completion of each scheduled appointment.

You can choose to create unique contracts and submit invoices for payment, or you have clients purchase predetermined coaching packages.

Coach Focused Functionality

The platform is crafted and developed to foster the coaching relationship between coach and client. We have created a workflow and pipeline system, integrating automations:

Inquiries and Opt-ins:

  • Capture and track interested prospects through various entry points.

Pre & Post Appointment Coaching Forms:

  • Automatically sent to each participant based on session times

  • Pre-session forms allow clients to set intentions

  • Post-session forms encourage reflection and action step commitments

Comprehensive Distribution and Storage:

A copy of the information from each form is distributed to:

  • The client for their records

  • The coach for review

  • The client's contact profile within the CRM

Customizable Timing:

  • Flexibility to determine when forms are sent in relation to the group appointment

This guarantees that all involved parties can access the information and that it is available for future use. The forms and automations are adaptable to match your unique coaching approach, which encourages client responsibility and leads to more concentrated and effective group meetings.

Discovery Call

The Discovery Call feature is crafted and developed to foster the coaching relationship between coach and potential client. We have created a comprehensive workflow and pipeline system, integrating automations:

  • Seamless booking process: Leads can easily schedule calls through your integrated calendar, choosing convenient time slots.

  • Automated confirmations and reminders: The system sends out confirmation emails and timely reminders to reduce no-shows.

  • Pre-call questionnaire: Automatically triggered before the scheduled call, helping you gather essential information and prepare effectively.

  • Post-call follow-up sequences: Activate customized follow-ups based on the outcome of the call; no show, show & not ready at this time, show & sold, long term nurture list

  • Pipeline management: Automatically updates the lead's status in your pipeline for accurate opportunity tracking.

By automating these key touchpoints, the Discovery Call feature saves time, improves conversion rates, and provides a consistent, professional experience for every potential client, allowing you to focus on delivering high-quality coaching services.

Inquiries & Opt-Ins

The platform is crafted and developed to foster the coaching relationship between coach and client. We have created a workflow and pipeline system, integrating automations:

Inquiries and Opt-ins:

  • Capture and track interested prospects through various entry points.

Automated Lead Management:

  • Collect desired information about the lead

  • Apply appropriate tags for segmentation

  • Assign coaches or team members to leads

  • Notify relevant team members of new inquiries

Follow-up Automation:

  • Create tasks for timely follow-ups

  • Enter leads into specific pipelines based on their interests

Customizable Offer Delivery:

  • Automatically deliver free resources (e.g., downloads, video teachings) for opt-ins

Contact Profile Management:

  • Store all collected information in the lead's contact profile within the CRM

This ensures that all parties have access to the information and that it's readily available for future reference. These automations and workflows are customizable to align with your specific coaching methodology and business processes, allowing for efficient lead nurturing and conversion.

See a Full Overview of What's Included in the Platform?

When you subscribe to Follow Drip for Coaches, NOT ONLY do you get access to all these features & benefits, but to a pre-built templated system of automations, pipelines, emails, confirmations, notifications, forms and workflows to support a successful coaching business.

* Built by Coaches for Coaches = pre-built templates, automations & workflows, enabling rapid setup & optimized performance for coaches.

There's no content or usage limits within each of the features.

We are Committed to Your Success

We are confident that we have built in the ongoing support needed

to set you up for success in using the platform.

Each Subscription Includes:

Strategic Implementation Toolkit

Strategic Implementation Toolkit

Implementation Identifier

Create a clear action plan to efficient system set up, leading to an organized & efficient coaching business.

Software Cost Evaluator

Determine the saving without the need to maintain multiple subscriptions for various software product