Mashore Method CRM & Automation for Coaches & Consultants

Someone downloads your guide, watches your webinar, or books and doesn't show. Without a system, they quietly disappear. The Mashore Method CRM & Automation keeps every lead in one place, follows up in your voice, and books the call while you're coaching someone else.

A CRM is simply the place that remembers every person who has raised a hand, where they are with you, and what happens next. When that lives in your inbox, your notes app and your memory, things get dropped. A system doesn't drop them.

Look at your own business and you'll find the leaks. A lead magnet gets downloaded and the person gets one welcome email, then silence. A webinar registrant doesn't show, and nobody reaches out. A discovery call goes well but the prospect needs a week to think, and the week turns into never. A launch ends, and the people who were interested hear nothing more.

Each of those people raised a hand. Most weren't saying no. They were saying not yet, and nobody was there when yet arrived. Krista teaches that nurture is the stage most businesses skip, and skipping it weakens everything before it.

Krista's advice for where to start is "Pick the thing that hurts." Find the line that sounds like your business, and start there:

• "Leads go cold." The CRM keeps every lead in one pipeline with the next step clear, and runs follow-up sequences until someone is ready. Your AI team drafts those messages in your voice.
• "Calls don't close." Booking and reminders keep fewer slots empty, and a missed call gets a follow-up instead of silence. Your AI team preps you before each call and drafts the recap and next step after it.
• "Clients drift away." Every person stays in your pipeline, so you can see where each one stands and who hasn't heard from you. Your AI team drafts the check-in in your voice for you to approve.
• "I get no referrals." Your AI team drafts the referral ask in your voice, and the CRM keeps everyone who has worked with you in one place, so the ask goes to the right people.

Whichever line you pick, nothing goes out until you approve it.

The CRM handles the follow-up so you don't have to hold it all in your head:

• Every lead in one pipeline, with the next step clear
• Follow-up sequences that keep going until someone is ready
• Booking, reminders and no-show follow-up
• Connected to your website and to BOSS, so your AI team drafts the messages

It's included with BOSS, on its own or with the website.

The CRM and BOSS do different jobs that fit together. The CRM is the system that tracks people and runs the sequences. BOSS is the team that writes the messages in your voice, preps you for each call, and drafts the follow-up afterward.

So when a lead comes in from your page, the CRM places them in your pipeline and starts the follow-up. Your AI team drafts the emails and texts from your business brain, so they sound like you and not a template. You review what goes out and approve it. The result is a lead who hears from you quickly, hears from you again, and gets a clear next step.

A person downloads your guide on Tuesday. The CRM welcomes them right away, in your voice, and starts a short sequence that teaches something useful and points to the next step. If they click to book, they pick a time on your calendar and get reminders. If they don't book, the sequence keeps going without pushing.

When they book and then miss the call, they get a friendly follow-up instead of silence. After a call, a recap and next step go out, drafted by your AI team and approved by you. Nobody waits on your memory, and nobody is nagged by a robot, because you set the pace and the tone.

You stop carrying a mental list of who you owe a reply. A person who books a call gets reminders, so fewer slots go empty. A person who misses the call gets a follow-up. A person who isn't ready stays warm until they are. You can open the pipeline and see exactly where every lead stands.

Krista's rule is that if your business isn't predictable, you have a job instead of a business. Follow-up that runs on a system is one of the biggest steps toward predictable.

This fits coaches, consultants and course creators who generate interest through content, webinars, referrals or discovery calls, and who lose track of people once things get busy. If you've ever found an old lead in your inbox and realized you never replied, this is built for that.

It also fits you if you're running a launch. The people who watched, clicked and almost bought get a clear path back to you, instead of fading out when the cart closes. And because it works alongside your AI team, you don't need a staff member to run it.

The goal isn't to message more people. It's to make sure nobody who raised a hand is forgotten, and that every message that does go out sounds like you.

The CRM comes with BOSS. To see how Krista's AI team and follow-up work together, join Operate Like a Boss, a free live training.