CRM Setup for a Coaching Program: Building Operational Structure for the FIT Program

Designing Operational Systems to Support Scalable Program Delivery

Sheryl Grant is the founder of the FIT Program (Faith, Intuition, and Tenacity), a coaching experience built to guide participants through intentional growth and transformation.

The program itself was clear.

What required structure was the operational infrastructure behind it.

Sheryl did not need to redesign her program. She needed CRM setup and workflow automation to support enrollment, communication, and delivery with consistency.

Operational Strategy Before Automation

Before implementing any systems, we assessed how the program needed to function.

This included:

• Mapping the participant journey from enrollment through completion
• Identifying manual processes creating friction or inconsistency
• Defining what information needed to be tracked and when
• Clarifying communication touchpoints throughout the program lifecycle
• Ensuring internal management aligned with the participant experience

Operational systems must support how the founder works, not force unnecessary complexity.

This planning phase ensured that the CRM setup for the coaching program aligned with Sheryl’s delivery style and leadership capacity.

CRM Setup and Workflow Automation for Program Enrollment

Based on the operational review, we implemented a CRM and structured workflows to manage the full program lifecycle.

Deliverables included:

• CRM setup to centralize participant information
• Automated enrollment workflows
• Communication sequences to maintain consistency
• Structured follow-up processes to reduce manual oversight
• Internal tracking systems for clarity and accountability

Each automation was built intentionally.

The goal was not to remove the human element. The goal was to remove operational friction.

Results: Systems That Support Program Growth

With CRM and workflow automation in place, the FIT Program now:

• Operates with structured enrollment and onboarding
• Supports participants through consistent communication
• Reduces manual administrative tasks
• Improves internal tracking and visibility
• Has scalable systems that support future program expansion

Operations now support delivery instead of competing with it.

That shift allows leadership to remain focused on transformation, not task management.

Project Scope

• CRM Setup for Coaching Program
• Workflow Strategy
• Automation Implementation
• Program Operations Support

A Foundation for Sustainable Delivery

Sheryl now has operational systems that support both the FIT Program and her capacity as a leader.

The infrastructure allows her to focus on guiding participants while the systems manage the flow behind the scenes.

Structure creates sustainability. And sustainability supports impact.