New inquiries arrive as texts, DMs, a notebook by the front desk, and a spreadsheet nobody has opened in a month. Put them all in one pipeline, each with a stage, a next step, and a history you can actually read.
A lead has a stage, a source, a next step, and a history. There is nothing else to maintain.
New through Converted in a single table. Filter by stage, source, or what’s overdue, and search by name.
Calls, texts, notes, forms, and stage changes land in the same history, dated and in order.
Put a date on the next touch. Anything past due is flagged Overdue until you clear it.
One click turns a lead into a client, and their details and history come with them.
Adding leads
Someone calls, so you type one in. You come back from an event with a list, so you paste the rows. Or you upload whatever you already have. Uploads accept CSV, TSV, XLSX, DOCX, TXT, Markdown, PDF, PNG, and JPEG, which means a photo of the paper sign-up sheet from the front desk comes back as structured leads.
Upload a lead list
Add leads from CSV, TSV, XLSX, DOCX, TXT, Markdown, PDF, PNG, or JPEG files.
Review leads
sign-up-sheet.jpgSelect importable rows and edit any extracted details before adding them.
0 leads selected
Lead activity
Open a lead and the whole relationship is there in order. What you log sits next to what the system recorded, so you can pick up a conversation three weeks later without reconstructing it from memory.
Activity
Coaching fit questionnaire
Ran through pricing and the 3-day template. Wants to start the week of the 24th.
Coaching fit questionnaire
Notes you log stay editable. System events do not change.
The pipeline
Eight stages, in the order a coaching conversation really moves. Change the stage from the lead’s header and the move writes itself into the timeline, so the history stays honest without anyone maintaining it.
Nurture keeps a slow lead alive instead of losing it. Closing one asks you why — Not interested, Not a fit, Price, Timing, No response, or Other — so next quarter you know what you were up against.
Every lead carries a source: Referral, Website, Social, Advertising, Walk-in, Outreach, Integration, or Other. Add a line of source detail for the part that actually matters — which member referred them, or which post they replied to.
Set a next follow-up date on any lead. Filter for Overdue and Upcoming, and the first ten minutes of your day plans itself.
Add a lead whose email or phone is already on file and wagmi.fit stops you with a choice: use the existing contact, or create a separate lead. Records that already split can be merged back together.
Flag a contact and every send button for them is disabled, everywhere in the app. Nobody sends the follow-up text by accident.
Conversion
When they say yes, hit Convert. The lead becomes a client with their contact details and source intact, and you decide right there whether to start them on an onboarding checklist or skip it. Everything after that stays a decision you make, not one the software makes for you.
Questions, answered
No. It’s a filterable table with columns for Lead, Stage, Source, and Next follow-up. You filter, search, and sort instead of dragging cards between columns. If a kanban board is the thing you can’t work without, this isn’t that.
No. There’s no lead scoring, no tags, no deal value, and no custom fields. A lead has a stage, a source, a follow-up date, a contact card, and a timeline. That’s the amount of structure a coaching business actually keeps up with, and it’s deliberately where we stopped.
No. It reminds you, it doesn’t email on your behalf. There are no drip sequences and no automated outreach. Set a follow-up date and the lead sits in your Overdue filter until you deal with it. When a questionnaire goes out, you’re the one who sent it.
From you, mostly: typed in, batch-added, or uploaded. Each one gets a source, from Referral and Walk-in through to Advertising and Integration. Consultations are the exception that runs itself — connect Calendly or Cal.com and a real booking moves the lead to Consultation booked on its own.
You get a client record with their contact details and source intact, and a choice to create an onboarding checklist or skip it. Nothing else fires. No card is charged, no app invite goes out, and no programming is assigned until you do it.
Not yet. Leads is trainer-facing and web only. The mobile app is built for your clients and their training, so pipeline work happens in the browser.
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