Leads and clients

From first enquiry to regular client.

Your lead form catches enquiries, the Leads board tracks every one, and new clients join with a code and finish your intake before the first session.

Your own lead form · Intake and waivers · Free

A new lead arrives. Tap it, reach out, move them along.

How it works

Catch them, follow up, bring them in.

1

Catch every enquiry.

Your lead form asks the questions you choose, and can offer them a call. Every submission lands in Leads with their answers attached.

2

Follow up on time.

The board shows who is new to contact and whose follow-up is due. Call, text, or email from their page, and move them along as it goes.

3

Bring them in ready.

Convert a lead to a client, or add someone yourself and share their code. They finish your intake and waiver in the app before you meet.

Leads

Your own lead form, and a list that follows up.

Build the form in the app and it goes live at your link. Enquiries arrive with their answers and wait on the board until you act.

  • Short answers, long answers, pick one, or pick any
  • Offer a call right on the form, free or paid
  • A notification for every new lead
  • New, Contacted, Trial, Converted, and Lost, renamed to fit you
  • Call, text, email, or convert to a client from their page
Add a question, offer a call, and it is live.

Who it helps

Fewer lost enquiries, faster first sessions.

For you

Know every client at a glance.

Each client page opens on their shared notebook, with their balance, tags, and season at the top, and message, schedule, funds, and credits one tap away.

  • Tags that decide who sees a group or gets a check-in
  • On-season and off-season per athlete
  • Archive clients in bulk when they finish

For your client

Set up before the first session.

They join with your code, and if you built their account first, their sessions and program are already waiting.

  • Intake from their phone, in their own time
  • Your waiver signed in the app
  • A card saved if they want one

For new enquiries

A clear first step.

Someone who finds you answers a few questions and asks for a call from their browser, with no account needed.

Part of the whole system

The client record everything else reads.

Why we’re different

No enquiry left sitting in your DMs.

Usually
On Raelan
Enquiries arrive in DMs, email, and texts.
One form at your link, and every enquiry in one list with its answers.
Following up depends on remembering.
Leads waiting on you show as New to contact and Follow-up due.
A new client means typing their details into three apps.
Convert the lead, or build their account and hand them a code.
Waivers on paper, filed somewhere.
Signed in the app and versioned, by the parent for a minor.

Questions

Where does my lead form live?

At your own go.raelan.com link, next to your photo and bio. It works in any browser, so share it anywhere, from your bio to a text.

Can someone book a call from the form?

Yes. Turn on Offer booking and choose the length, how much notice you need, whether it is online or in person, and whether it is free or paid. A free call arrives as a request for you to accept. A paid call is booked when they pay, once your payouts are set up.

What happens when a lead comes in?

You get a New lead notification that opens their answers. Move them through New, Contacted, Trial, Converted, or Lost, and rename or hide any stage you do not use.

How does a client join?

They download the app and enter your code. Or you add them first, with their name and details, and share the code that connects them to the account you built.

What does the intake ask?

Basics, goals, health and injuries, lifestyle, an emergency contact, how they like to be coached, your waiver, and a card if they want to save one. Only the emergency contact is required.

Who signs the waiver for a minor?

Their parent, from the parent’s own account. Waivers are versioned, so you know which one each client signed.

Turn enquiries into clients.

Free on iPhone and Android. Unlimited clients, no monthly fee.

Download free