Stop Managing Every Client Inquiry Manually

Are you spending too much time managing client inquiries? Learn how to build a simpler system for your coaching business. In this step-by-step tutorial, I’ll show you how to create a client inquiry form using Kit (formerly ConvertKit). We’ll use a fictional wellness business, Tribe Wellness Potion, to demonstrate how potential clients can discover your services, submit their inquiries, and receive a clear next step. In this tutorial, you’ll learn how to: Create a client inquiry form in Kit. Customize the form fields, image, and call-to-action button. Publish your form and customize its URL. Copy your form link and test it in a browser. Understand the difference between collecting inquiries and automating follow-up emails. I’ll also explain an important limitation I encountered with Kit’s free plan and why you may need another tool for automated follow-ups. This video focuses on setting up the inquiry form. The complete email automation and booking workflow will require additional steps. ABOUT THIS CHANNEL I share practical tutorials on digital tools, business systems, and workflows that help service-based business owners work more efficiently. WANT HELP WITH YOUR BUSINESS SYSTEMS? If you’re a coach or service-based business owner who needs help organizing your inquiries, email workflows, or client onboarding process, reach out to discuss how I can support your business. Subscribe for more practical tutorials on building better business systems. #KitTutorial #ClientInquiryForm #EmailMarketing #WellnessBusiness #BusinessAutomation