All-in-One CRM & Marketing Platform
Stop Losing Leads in the Chaos
The Digital Trifecta captures every lead, automates your follow-up, books your calls, and manages your entire client pipeline—so nothing slips through the cracks.
No credit card required • Cancel anytime • $117/month after trial
You're not losing clients because you're bad at coaching
You're losing them because your systems can't keep up
Without TDT:
😰 Leads disappear in your DMs
Someone asks a question, you respond, then... nothing. They're buried under 50 other messages.
🤦♀️ "I'll follow up later" becomes never
You mean to circle back, but life happens. Three weeks later, that warm lead is ice cold.
📱 12 tabs open, nothing connected
Calendar in one place, payment links in another, email somewhere else. It's exhausting.
💸 Interested people don't actually book
They say "yes!" but then the momentum dies because the next step isn't clear.
🧠 You're holding everything in your head
Who needs a follow-up? Who paid? Who's ready to buy? You're the only system.
With TDT:
✅ Every lead captured in one place
Forms, DMs, website visitors—everything flows into your pipeline. Nothing gets lost.
🔄 Follow-up happens automatically
Your system sends emails, texts, and reminders even when you're busy living your life.
🏠 One home for everything
Leads, conversations, bookings, payments, automations—it's all connected in one system.
📅 Booking is seamless
They click, they pick a time, they're confirmed. No back-and-forth emails.
🎯 Clear next steps every time
Your system knows exactly what happens next. You just show up and coach.
Stop juggling. Start converting.
Everything you need.
Nothing you don't.
Replace 5+ tools with one connected system
Landing Pages & Funnels
Create high-converting pages for lead magnets, webinar registration, or direct bookings. No coding required.
• Drag-and-drop builder
• Mobile-responsive templates
• Built-in split testing
Forms & Surveys
Capture leads with custom forms and applications that automatically flow into your pipeline.
• Unlimited forms
• Conditional logic
• Auto-tagging & segmentation
Calendar & Booking
Let clients book directly into your calendar. Automatic confirmations, reminders, and no-show recovery.
• Two-way calendar sync
• Automatic reminders (email/SMS)
• Buffer times & booking rules
Pipeline Management
Visual pipeline that shows exactly where each lead is in your sales process. Drag, drop, and convert.
• Customizable stages
• Activity tracking
• Revenue forecasting
Email Marketing
Send broadcasts, nurture sequences, and automated follow-ups. Professional templates included.
• Unlimited contacts
• Drag-and-drop email builder
• Pay-per-send pricing (no subscriber fees)
SMS Marketing
Text your leads directly from the platform. Higher open rates than email.
• Two-way conversations
• Automated text sequences
• Pay-per-text (like postage)
Workflow Automations
Set it once, let it run forever. Automated sequences that nurture, follow-up, and convert.
• Pre-built templates
• Trigger-based actions
• Multi-channel (email + SMS + tasks)
Payments & Invoicing
Accept payments, send invoices, set up payment plans. Stripe integration built-in.
• One-time & recurring payments
• Professional invoicing
• Automatic receipt delivery
Client Portal
Give clients a branded hub for resources, booking, payments, and communication.
• Custom branding
• File sharing & resources
• Client self-service
Reporting & Analytics
See what's working. Track conversions, revenue, and pipeline health in real-time.
• Revenue dashboards
• Conversion tracking
• Activity reports
Integrations
Connect to the tools you already use. Zapier, Google Calendar, Stripe, and more.
• 2,000+ Zapier integrations
• Native Stripe connection
• Calendar sync (Google/Outlook)
Mobile App
Manage your business from anywhere. iOS and Android apps included.
• Full CRM access on mobile
• Push notifications
• Respond to leads on-the-go
No duct tape. No five-platform shuffle.
Everything works together, right out of the box.
Why TDT is different
It's not just what we have. It's how we built it.
Most CRM Platforms
✗ Give you features, leave you to figure it out
✗ "Build whatever you want" = decision paralysis
✗ Built for tech people who love customization
✗ Set up stops after you get it installed
✗ You're on your own to make it actually work
The Digital Trifecta
✓ Strategy is decided for you — pre-built flows that work
✓ Built around decision psychology — not just automation
✓ Made for the messy middle — works even when you're tired
✓ Follow-through is the feature — momentum never dies
✓ Operation Six Figure support available — coaching + implementation
TDT doesn't help you do more. It helps people decide faster.
We're not built around features. We're built around the moment someone decides to move forward—and what needs to happen next so momentum isn't lost.
Follow-through happens even when motivation is low.
Most platforms stop at setup. TDT is obsessed with what happens after someone opts in, after a conversation starts, after you mean to follow up but don't. The system carries it forward.
Psychology is baked in, not taught.
You don't have to learn persuasion theory or remember frameworks. The system itself creates familiarity, reduces friction, and guides decisions. You operate inside the psychology—you don't have to think about it.
TESTIMONIALS
What coaches are saying
"I stopped losing leads in my DMs. I can actually see what's next. Game changer."
— Sarah M., Business Coach
"The follow-up finally runs without me babysitting it. I have my life back."
— Marcus T., Sales Consultant
"This feels like my business got organized overnight. Everything is connected."
— Jennifer L., Health Coach
Simple pricing.
Everything included.
14-day free trial. No credit card required.
14-Day Free Trial
The Digital Trifecta
$117/month
✓Unlimited contacts, landing pages, funnels
✓Calendar & booking with automated reminders
✓Pipeline management & automations
✓Email & SMS marketing (pay-per-send)
✓Payment processing & invoicing
✓Client portal & mobile app
✓Pre-built workflows & templates
Email & SMS charged separately (like digital postage)
Coaching + Implementation
Want Help Setting This Up?
If you want support connecting TDT to your actual business strategy, that's what Operation Six Figure is for.
You get:
• Strategic implementation support
• Pre-built templates & workflows
• 4-System framework (Clarity → Leads → Sales → Scale)
• Live coaching & community
Frequently Asked Questions
Is this for techy people?
No. It's for tired people. You can keep it basic and still get real results. We've removed the decisions that cause paralysis and given you proven flows that work.
Do I have to rebuild everything I've already created?
Nope. Start with one path, one offer, one follow-up flow. Expand when you're ready. We're built for gradual implementation, not "rip everything out and start over."
How is this different from other CRMs?
Most CRMs give you features and leave you to figure it out. TDT is built around decision psychology—we don't just automate, we create the conditions for people to say yes. Plus, strategy is pre-decided so you're not starting from scratch.
What if I want help setting it up?
That's what Operation Six Figure is for. You get coaching, implementation support, and proven templates. TDT works standalone, but it's even better with strategic support.
How does email and SMS pricing work?
You only pay for what you send, like digital postage. Email is approximately $0.001 per send. SMS is approximately $0.01 per text. No monthly subscriber fees. If you have 5,000 contacts but only email 500 of them, you only pay for 500.
Can I cancel anytime?
Yes. No contracts. Cancel anytime. You keep everything you've built inside the platform (you can export your contacts, content, etc.).
Ready to stop losing leads?
Start your 14-day free trial. No credit card required.
Join coaches who've stopped juggling and started converting
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