Enquiries from three inboxes gathered into one list
A coach's enquiries arrive through the website form, Instagram messages, and email, and each one sits in a different inbox. We connect them so every new enquiry lands in one list each morning, sorted into course questions and coaching enquiries, with a first reply drafted. We work with a solo business coach who now works from one list instead of three inboxes. The founder still decides which clients to take on and books every call personally.
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Connections that matter for coaches and course creators
Enquiries into one list
Website form, Instagram messages through Meta Business Suite, and Gmail enquiries gathered and sorted each morning.
Buyers into your course
A Stripe payment enrols the student in Kajabi and adds them to the right email list in Mailchimp or Klaviyo.
Bookings into your notes
Calendly bookings create the client record and pull in their intake answers before the call.
Sales into the accounts
Course and coaching payments land in Xero, split the way your bookkeeper wants them.
Where enquiries get lost
A solo coach gets enquiries from everywhere. Someone fills in the website form. Someone else sends an Instagram message after a post. A past client emails a friend’s details. The founder follows them up when there’s time, which on a busy coaching week means some wait a week or more. A few are never answered at all, and there’s no way to tell how many.
How the tools get connected
Connecting your tools (the industry calls it data pipelines) means moving information between the apps you already use, so it lands where you need it without anyone copying it. For a coach, we gather enquiries from the website form, Instagram messages through Meta Business Suite, and Gmail. Each morning an AI helper puts them into one list, sorts them into course questions and coaching enquiries, and drafts a first reply for each. You open one list instead of three apps.
What it did for a solo coach
We work with a solo business coach with an online course, working with a part-time assistant. Enquiries came through the website form, Instagram messages, and email, and some went unanswered for a week or more. Now an AI helper gathers them into one list each morning, sorts them, and drafts a first reply. The founder works from one list instead of three inboxes. Our first sort had a “just browsing” group, and the founder replied to those anyway, so we dropped it.
The gap that’s still open
Instagram comments, as opposed to direct messages, aren’t collected, so the assistant still checks them by hand. Platforms also change how they share messages, and we check the connections in our monthly time. And the list can’t tell you who’s a good fit. The founder decides which coaching enquiries to take on and books every call personally.
If your enquiries are spread across three inboxes, get your AI Starter Plan and tell it where they come from.
Related
Read about our Connecting your tools service, and how we help small teams in coaching and online education.
Small teams we work with
How a solo business coach gathers enquiries from three places into one list each morning
How a six-person cafe gathered its catering orders into one sheet and missed none in two months
How Still Water Day Spa lifted its rebooking rate from 31% to 44% in three months
Common questions
Does it collect Instagram comments too?
How are enquiries sorted?
Do replies go out on their own?
What does it cost?
Who decides which clients to take?
Get every enquiry onto one list
Tell us where your enquiries come from. Get your AI Starter Plan and you'll see which connection to make first.
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