CRM and practice operations
CRM for health and fitness coaches.
Manage leads, pipeline stages, consultation bookings, agreements, and payment records in LaunchSite OS. Connect the business side of your practice with the clients and programs you coach.
PRO CRMCommand Center
Search clients and leadsAsk NovaNew leadGood afternoon, Charlie.Here is what needs your attention today.Up to date
What needs your attentionPick a signal to focus the pipeline.
TodayAgenda and open tasks
Consult · Maya DelgadoDiscovery call · 30 min
Review · Ava BrooksProposal and next step
Follow up with LiamDue today
One operating view
What needs you today,on one screen.
Active clients, pending reviews, today's schedule, compliance, and the tasks you have not closed yet. The practice reads as a single surface rather than five tabs.
PRO CRMCommand Center
Search clients and leadsAsk NovaNew leadGood afternoon, Charlie.Here is what needs your attention today.Up to date
What needs your attentionPick a signal to focus the pipeline.
TodayAgenda and open tasks
Consult · Maya DelgadoDiscovery call · 30 min
Review · Ava BrooksProposal and next step
Follow up with LiamDue today
Pipeline
Leads move through stages you defined.
New lead, contacted, consult booked, proposal sent, won. Each stage carries the next action and who owns it, so nothing sits waiting on nobody.
- 01Drag between stages as the conversation progresses
- 02Each stage states the expected next action
- 03Value and last contact visible on the card
PRO CRMOpportunities
Search clients and leadsAsk NovaNew leadBooking, agreements, payments
The commercial side, attached to the client.
A consult booked, an agreement signed, a payment taken. Each one lands on the same record the coaching happens on, so the history is continuous.
- 01Scheduling that reflects your real availability
- 02Agreements stored with the client they belong to
- 03Payment state visible without opening another tool
PRO CRMAva Brooks
Search clients and leadsAsk NovaNew leadABAva BrooksActive client · Strength FoundationClient since Jun 2026
OverviewActivityNotesCommercialFiles
Commercial timelineEvery business event on the same record
Review call bookedSep 18 · 2:30 PM · Google MeetUpcoming
Coaching agreement signedStrength Foundation · Aug 28Signed
September payment$800.00 · Visa ending 4242Paid
Tasks and follow-ups
The list that keeps the week honest.
Follow-ups raised by a check-in, an automation, or by you all land in the same queue, attached to the client that generated them.
- 01Tasks carry the client and the reason they exist
- 02Automated follow-ups appear alongside manual ones
- 03Closing a task leaves a trace on the record
PRO CRMCommand Center
Search clients and leadsAsk NovaNew leadGood afternoon, Charlie.Here is what needs your attention today.Up to date
What needs your attentionPick a signal to focus the pipeline.
TodayAgenda and open tasks
Consult · Maya DelgadoDiscovery call · 30 min
Review · Ava BrooksProposal and next step
Follow up with LiamDue today
Ownership and privacy
One record, correctly scoped.
Practice operations touch commercial and health information in the same place, so who can see what is enforced on the server rather than in the interface.
- 01Ownership decides visibility, and the browser never sets it
- 02Assigning work does not widen who can see the record
- 03Health files stay in private storage behind authenticated access
- 04Billing and coaching history stay attached to the same client
- 05Team members inherit access from the practice owner’s plan
Good to know
Connecting the business to the coaching
Can a prospective client book a consultation?
Coaches can publish a booking page with their availability and share its link. A supported connected meeting provider can supply the call link when a booking is confirmed. The Zoom integration guide explains setup and removal for Zoom.
Can I connect an existing lead-capture workflow?
The Partner API provides supported ways for another system to create and work with LaunchSite OS records. The GoHighLevel setup guide shows one example, and the API reference describes the available operations.
Which plan does my team need?
Client limits, team features, and optional add-ons depend on your subscription. Use the current plan comparison, or contact sales for a multi-coach practice with requirements beyond the published plans.
Explore the platform
The rest of the practice.
Operations is one system of six. They share the same client record.
Living Body MapSeven systems, grades, trends, and the signals behind themTraining programsReusable days, prescriptions, and the exercise databaseNutrition and meal plansMeal plan templates, macro targets, and supplementsAutomationsTriggers, delays, and conditions you can inspectAI coaching workspaceDrafting and synthesis with your approval kept visible
Your practice, operating clearly
Stop running the business in a spreadsheet beside the coaching.
Bring the pipeline onto the same record as the client work.