How to convert a Prospect or Buyer into a coaching client

When someone enters your LCH Core database, they don’t automatically become a coaching client. LCH Core gives you two intermediate tags for people who came in on their own: Prospect and Buyer. Each one tells you something important about where the person is, so you can take the right next step.

The path to a Coaching Client is always an invite. Once they’re invited in, they purchase sessions or packages from inside their portal.

Here’s how to handle each path.

What’s the difference between a Prospect and a Buyer?

Prospect = someone who has shown interest but hasn’t paid you anything yet. They’ve booked through your Public Booking Page, grabbed a free lead magnet from your store, or otherwise raised their hand.

Buyer = someone who has purchased a non-coaching item from your Public Store: a digital product, a course, a worksheet, an audio guide. They’ve spent real money with you. They have a portal already, but they don’t have coaching access yet.

The reason LCH Core separates them: a prospect needs different nurturing than a buyer. A buyer has already trusted you with their credit card. A prospect is still deciding.

What you can do with a Prospect

From your CRM, click into the prospect’s record. Your options include:

• Message them through LCH Core messaging to open a conversation
• Send them a gift: a free credit, a piece of content, a free session as a no-pressure intro
• Invite them to your portal with a Welcome Package to start the formal coaching relationship
• Export their info if you want to follow up via your own email tool

The typical flow for converting a prospect: warm conversation first, then offer them a free intro session or a specific package, then send the Welcome Package when they say yes.

What you can do with a Buyer

A buyer is someone who has purchased a non-coaching item (digital product, course, etc.). They’ve already trusted you with a small purchase. Your options:

• Message them the same way as a prospect
• Convert to coaching client: click this and they get added as a coaching client with full coaching access
• Send them a Welcome Package to formalize the coaching relationship (with agreement, intake, goals)
• Send them another offer they might find useful

The typical flow: send a check-in message after their purchase, ask if they’d like to explore deeper coaching support, and if yes, invite them in.

You can also invite someone directly as a Coaching Client

You don’t need a Prospect or Buyer step in between. From the blue Invite button at the top of any page, you can invite anyone to become a Coaching Client. They get the invite email with login details and your Welcome Package. They land in your CRM as a full Coaching Client with portal access. Once they’re in, they purchase sessions or packages from inside their portal.

Use different Welcome Packages for different paths

This is the unlock most coaches miss. You don’t have to use the same Welcome Package for every conversion.

You can build a prospect-conversion Welcome Package that includes a more thorough intake (since you don’t know them as well yet) and explains what coaching with you will look like.

You can build a buyer-conversion Welcome Package that builds on what they already bought from you. “Glad you got value from [their purchase]. Here’s what working with me as a coach looks like.”

Both live in your Welcome Packages tab and you pick the right one when you invite the client up. See “How to create different Welcome Packages for different client types”.

Final takeaway

The Prospect and Buyer tags exist so you can take the right next action with each person. A prospect needs more warming. A buyer needs less convincing and more clarity on what’s next. Use the messaging, gifting, and Welcome Package options accordingly, and you’ll convert more leads with less effort.

---

Next in the journey series: Where to place your LCH Core links to capture the most leads