Online Coaching Institute 

Coaching Institute Online presence creation and management of leads. Online Classes remind and lead automation creation along with follow-ups. Notification to students about class schedules and sharing new updates via Email, WhatsApp, and other social media. 


Identify utilities/software required to manage lead automation due to multiple platforms in use from CRM to appointment management.

The client’s old platform was not compatible with the new WhatsApp Cloud API and other reminder solutions. 

Explaining to the client about new technology and why it’s useful.


  • Landing page designing for visitor engagement and lead capture.
  • Website designing and development for visitor engagement and technical SEO for long-term use.
  • Paid Ads management to reach targeted audience and get better ROI from ads.
  • Leads management and follow-up using ZOHO applications along with WhatsApp Business API, SMS, Emails, and Voice notifications.
  • Appointment and class management with reminder notifications.

How did we help? 

We automated the lead management system along with follow-ups. Below is the workflow:

  • Lead Capture via Website Form or Appointment system.
  • Sent Confirmation to the client about the appointment
  • New student email address automatic addition to Email Campaign application Zoho Campaign and MailBluster.
  • Auto Google Meet or Zoom link for new clients who book Demo Classes
  • Reminders via email, SMS, and WhatsApp for Demo Classes 2 days and 30 mins before class
  • An Invoice to a client who booked paid course 
  • Assign a student to an available trainer
  • After the Paid course: Feedback form sent to students about the class

For Branding and Paid Ads: 

With Google and Social Media ads, the client was able to reach a targeted audience who booked demo classes and joined courses.

Google Ads management to reach targeted audiences and get better quality leads. 

Social Media Ads management for engagement and brand awareness. Retargeting campaigns were also run to reach website visitors.

Software used: 

Website Development: WordPress

Utilities: Zoho CRM, Zoho Booking, Zoho Books, Zoho Flow, Zoho CampaignSalesIQ, Zoho SocialZoho MailIntegratelyMessageBird, Twilio, AWS SES, MailBluster