About
We developed a custom CRM platform for a life coach that streamlines client management, scheduling, and content delivery through automation and AI-enhanced workflows. This all-in-one system handles appointment booking, personalized communication, and sales of digital products integrated in one place. By integrating smart features like AI chat-bots and voice automation, the platform delivers highly personalized client experiences at scale.
Challenge, approach, and impact
Manual Client Management
The client relied on outdated system to track client records, session histories, and treatment plans. This approach was slow, prone to errors, and made it difficult to ensure consistency and accuracy in client engagement.
Inefficient Scheduling Processes
Appointment management was cumbersome, requiring significant manual effort to coordinate session schedules. This often resulted in scheduling conflicts, missed appointments, and additional administrative burdens.
Limited Tools for Progress Tracking
Without automated systems, monitoring client progress over time was challenging. This lack of detailed tracking hindered the ability to provide personalized, data-driven therapy plans, ultimately impacting the quality of client care.
Disjointed Client Pipeline
Leads and client information were scattered across emails, social messages, and spreadsheets. Tracking each prospect’s journey – from initial inquiry to booking and follow-up – was inefficient, leading to missed opportunities and inconsistent follow-ups.
Limited Online Engagement
The coach struggled to maintain timely, meaningful engagement with a growing online audience. Managing inquiries and comments from multiple social platforms was overwhelming, making it hard to nurture relationships and convert followers into paying clients.
Lack of Personalized Content Delivery
With a range of digital products (e-books, courses) and coaching programs, delivering the right content to the right person at the right time was a manual, unscalable process. The coach needed a way to automate personalized touchpoints – from tailored session reminders to recommending relevant resources – without losing the personal feel that clients expect.
How we built
Testimonials
Rico Brunner
Rico Brunner
“Nebula is a reliable & flexible partner, always working from the customer’s perspective. With short decision paths, processes are fast-tracked. They strive for the best, most sustainable solutions - making every collaboration with them a true pleasure!“
Team structure
Client team
Rico Brunner
Owner
Project stakeholder
Silvia Knechtle
Product Owner
Daily point of contact
The client stakeholders were working closely with the team at Nebula
Agency team
1 x Project Manager
Production
1 x Solution Architect
Production
4 x Fullstack Engineers
Production
