CRM Software for Career Coaches
You guide professionals through their biggest transitions. Your pipeline should be just as intentional.
TraxionLab is the client management platform built for career coaches who want their business development process to be as well-designed as their coaching methodology. Your account includes separate booking pages for each program type, automated follow-up sequences, and a pipeline that handles the details while you focus on your clients.
5 things ready before you log in
Separate booking pages for career assessment and exploration, career discovery calls, career planning and goal-setting sessions, interview preparation, and general appointments. Each service type captures the intake information specific to that program.
Pre-written follow-up sequences for career assessment, discovery calls, career planning engagements, and interview prep programs. Each sequence is written for the concerns and decision-making process specific to that career coaching service.
Three web properties: a Career Coach website, a career offer funnel, and a promotional landing page. All are pre-built and ready to customize with your credentials, outcomes, and program details.
A discovery session inquiry form that captures the prospect's current role, career goal, and timeline before the first call. You arrive at every discovery conversation with the context to have a meaningful discussion.
A pre-built pipeline that tracks every prospect from discovery call through signed enrollment. High-value prospects are visible through their entire decision-making process.
The Cost of Doing Nothing
A career coaching engagement averages $1,200–$3,500. Prospects who are considering a career transition are often comparing multiple coaches, the one who follows up with the most relevant touchpoints after the discovery call typically wins the enrollment.
Average job/lead value: $2,200
What Career Coach Owners Actually Deal With
Prospects have a great discovery call and then go quiet
A professional reaches out about interview coaching ahead of a major job search. You have an excellent conversation. You send them your program details. A week passes. You follow up once. They respond that they are still thinking. Three weeks later they enrolled in a competitor's program. The competitor sent value-building follow-ups at day 3, day 7, and day 14. You sent one.
Your LinkedIn content brings traffic but has no system to capture and nurture it
You post consistently on LinkedIn. Professionals engage with your content and visit your website. But your website has no intake form, no booking link in the right place, and no lead capture sequence. Traffic disappears without converting because there is no next step waiting for them when they arrive.
Completed clients don't generate testimonials or referrals without prompting
You've helped dozens of professionals land jobs, earn promotions, or change careers. They are genuinely grateful. But they are back in their busy lives and the idea of writing a testimonial or referring a colleague never comes up. Without a structured ask at the right moment, that goodwill converts to nothing.
Tools Built for Career Coach Companies
Solves pain point #1
Discovery Call Follow-Up with Value-Building Touchpoints
After every discovery call, the prospect enters a sequence: a recap of the conversation, a client success story, and a program detail breakdown over 10–14 days. You stay relevant through their decision-making process without feeling like you are chasing them.
Solves pain point #2
Content-Driven Lead Capture from LinkedIn and Website Traffic
Your booking link and inquiry form become the destination for anyone who finds you online. Prospects book discovery calls or submit inquiries directly, enter your pipeline automatically, and receive immediate confirmation and preparation materials.
Solves pain point #3
Program Completion Follow-Up with Testimonial and Referral Requests
At the end of each coaching engagement, clients receive an automated check-in and a testimonial request. Clients who respond positively receive a referral prompt. Your social proof and referral pipeline build automatically with every engagement you complete.
Everything in one place
TraxionLab is a complete business operating system, not just one tool. Every capability below is included in your plan.
CRM & Lead Pipeline →
Track every prospect from first contact to signed job.
Missed-Call Text-Back →
Instantly text anyone who calls when you can't answer.
Automated Follow-Up →
Pre-built sequences that follow up for you, on schedule.
SMS & Email Marketing →
Broadcast campaigns and one-on-one conversations from one inbox.
Online Booking Calendar →
Let customers book themselves so your phone stops ringing for the wrong reasons.
Reputation Manager →
Automated review requests sent after every completed job.
AI Chat Widget →
A website chatbot that qualifies leads and books appointments around the clock.
Website & Funnel Builder →
Build landing pages and lead funnels without a developer.
Social Media Scheduler →
Plan and post content across platforms from one dashboard.
Automation Workflows →
Connect any action to any trigger. No code, no agency needed.
Analytics & Reporting →
See exactly where leads come from and which ones close.
AI Employee →
Luna handles inbound inquiries, qualifies leads, and follows up 24/7.
30-Day Free Trial
No credit card required
No Contracts
Month-to-month, always
Cancel Anytime
Zero cancellation fees
Live in 24 Hours
Onboarding starts same day
Simple, flat pricing
Start free for 30 days. No contracts, cancel anytime.
Launch
Get set up and running.
- ✓ CRM, contacts, and pipeline
- ✓ Email and SMS messaging
- ✓ Calendar and online booking
- ✓ Website and funnel builder
- ✓ Automation workflows
- ✓ Social media scheduling
- ✓ Up to 1,000 contacts
Growth
Where serious operators live.
- ✓ Everything in Launch
- ✓ Automated review requests
- ✓ Full pipeline analytics
- ✓ Up to 5,000 contacts
- ✓ Done-with-you onboarding
- ✓ Same-day support
- ✓ Bi-weekly group coaching
Partner
Your back office, handled.
- ✓ Everything in Growth
- ✓ AI Employee: 24/7 lead handling
- ✓ Unlimited contacts
- ✓ White-glove setup
- ✓ Priority support
- ✓ Quarterly 1-on-1 strategy
- ✓ 2 custom builds per month