ZON/Features/crm-pipeline
ZON Web — For Coaches

Your client pipeline. Integrated into your coaching.

ZON replaces your spreadsheets and follow-up emails with a coach-first CRM: branded intake form, lead progression, one-click invitation, and automated onboarding.

The problem

"You manage prospects in a Google Sheet, current clients in another app, and messages in your inbox. No tool talks to another. Leads fall through the cracks every week."

01

Branded intake link, a custom form to capture prospects automatically

02

Visual pipeline, from new inquiry to active athlete, every lead follows a clear status

03

One-click invitation, send ZON access to an accepted lead, they join your roster immediately

Deep dive

The problem with coaching without a CRM

A coach growing without a CRM is a coach losing potential clients. Not because they can't coach. Because they don't have a system to track conversations, follow-ups, and conversion steps.

ZON integrates the CRM directly into the Coach HQ, where you already spend your time.

The intake form, your first automatic filter

Every ZON coach receives a unique intake link (zon.app/apply/your-username) to share on social, in their bio, in emails. Prospects fill out a customizable form:

  • Training goals
  • Experience level
  • Availability and constraints
  • Budget (optional)
  • Any question you want answered before first contact

Each submission lands in your pipeline with status "New". You're notified immediately. No lead goes unseen.

The pipeline in 4 states

| Status | Meaning | |--------|---------| | New | Form submitted, needs qualifying | | In Discussion | You've made contact, conversion in progress | | Accepted | Qualified lead, ready for onboarding | | Active | Onboarded athlete, in your roster |

From Accepted status, one action: send the ZON invitation link. The athlete creates their account, joins your roster, and their app access is tied to your active offer.

The Roster, your operational view

Your roster lists all active athletes with:

  • Last session completed
  • Current program
  • Subscription status
  • Recent check-in score (recovery, mood)

This is your control view. Who's dropping off? Who needs a program adjustment? Who hasn't logged in a week? ZON tells you without you having to look for it.

Direct access requests

Alongside the intake form, athletes can join you via a direct invitation link you generate and copy in one click. Perfect for onboarding a client you already know and want to move away from a competing tool quickly.


Available on ZON Web. CRM included in all coach plans. 14-day money-back guarantee.

Ready?

Get started with ZON

Monthly subscription. Full refund within 14 days if you're not satisfied.

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