The Digital Trifecta — Stop Losing Leads. Start Closing Clients.
All-in-One CRM & Marketing Platform

What would you do with 5 more calls a month — without 5 more hours?

The Digital Trifecta captures every lead, automates your follow-up, and books your calls — so you spend your time coaching, not chasing.

No credit card required  ·  Cancel anytime  ·  $117/mo after trial

TDT — Pipeline Dashboard
24Active Leads
8Calls Booked
$6.4kPipeline

Sales Pipeline

New9
Warm7
Booked5
Closed3
Jessica M. booked a discovery call2m ago
Follow-up sequence sent to 12 leads18m ago
Invoice paid — $1,200 received1h ago
📅
New call just booked!Auto-confirmed + reminder sent

Coaches using TDT book more calls, follow up faster, and close more clients — without adding staff or extra hours

The Real Problem

You're not losing clients because you're bad at coaching.

You're losing them because your systems can't keep up. Sound familiar?

😰

That warm lead just went cold

Someone asked a question in your DMs. You meant to follow up. Three weeks later, they've signed with someone else.

🤦‍♀️

"I'll follow up later" becomes never

You have every intention. But life happens, and that follow-up never comes. Thousands of dollars walk out the door.

📱

12 tabs, nothing connected

Calendar here, payments there, email somewhere else. Every lead requires a scavenger hunt just to take the next step.

💸

They said yes — then went silent

Momentum dies when the next step isn't instant. Interested people don't always follow through without a nudge.

🧠

You're the only system you have

Who needs follow-up? Who paid? Who's ready to buy? It all lives in your head — and it's completely exhausting.

📉

Revenue that depends on your memory

One forgotten DM, one missed notification, one busy week — and a potential client disappears forever.

Before vs. After

Same 24 hours. A completely different outcome.

✗   Without TDT

—

Leads buried in your DMs

Every inquiry requires you to manually remember and chase — most slip away unnoticed.

—

Follow-up depends on your energy

When you're tired or overwhelmed, follow-up stops. So does your revenue pipeline.

—

Prospects stall after saying yes

Nothing happens automatically. Momentum dies waiting for your next move.

—

Revenue is unpredictable

Good months happen when you hustle. Bad months happen when life gets in the way.

✓   With The Digital Trifecta

→

Every lead captured automatically

Forms, DMs, website visitors — everything flows into one pipeline. Nothing gets lost.

→

Follow-up runs while you live your life

Emails, texts, and reminders fire automatically — even while you're with clients or asleep.

→

Booking is instant and frictionless

They click, choose a time, they're confirmed. No back-and-forth. No drop-off. Just booked.

→

Consistent revenue — even in slow weeks

Your system keeps working regardless of your energy level. Momentum never dies.

"The follow-up finally runs without me babysitting it. I have my life back — and my pipeline is more active than it's ever been."
— Marcus T., Sales Consultant
What You Get

Replace 5+ tools with one system that actually works together.

Everything connected. Nothing requiring a workaround.

Pipeline & CRM

Know exactly who to call next — always.

"I stopped losing leads in my DMs. I can actually see what's next." — Sarah M.

A visual pipeline showing every lead's status in real time. Drag-and-drop stages, activity tracking, and revenue forecasting — so nothing ever falls through the cracks.

  • Customizable pipeline stages
  • Activity & conversation tracking
  • Revenue forecasting dashboard
Pipeline View
New Lead
Amanda K.Instagram DM
Brian T.Website form
Cara S.Referral
Nurturing
Jessica M.📧 Email #3 sent
Mike R.📱 SMS sent
Booked
Rachel D.✅ Tomorrow 2pm
Closed ✓
Tom W.💰 $1,800
Diane P.💰 $2,400
Automation

Set it once. Let it follow up forever.

Coaches using TDT automations book 3x more calls without adding a single extra hour.

Trigger-based sequences that nurture, follow up, and move leads forward — automatically. Your system works whether you're coaching, sleeping, or on vacation.

  • Pre-built workflow templates — ready to launch
  • Multi-channel: email + SMS + tasks
  • Trigger-based actions on any event
Automation Flow — New Lead
⚡Trigger: New lead opts inRUNNING
↓
📧Send welcome email✓ SENT
↓
⏱️Wait 2 hoursDONE
↓
📱Send booking link via SMS✓ SENT
↓
📅If not booked → Day 3 follow-upPENDING
Booking & Calendar

Clients book. You just show up and coach.

From "I'm interested" to booked call in under 60 seconds — with zero back-and-forth.

Automatic confirmations, reminders, and no-show recovery built in — so every booked call actually happens.

  • Two-way calendar sync (Google/Outlook)
  • Automated email & SMS reminders
  • No-show recovery sequences
Booking Calendar — March
March 20266 calls booked this week
Su
Mo
Tu
We
Th
Fr
Sa
16
17
18
19
20
21
22
23
24
25
26
27
28
29
Today, 2:00 PMJessica M. — Discovery Call · Confirmed ✓
Tomorrow, 10:00 AMRachel D. — Strategy Session · Confirmed ✓
Why TDT Is Different

It's not just what we have. It's how we built it.

Most CRM Platforms

✗

Give you features and leave you to figure it out — decision paralysis guaranteed

✗

Built for tech people who love customization, not coaches who need results fast

✗

Setup ends when you install it — after that, you're completely on your own

✗

Automate tasks, but don't guide decisions — momentum still dies

The Digital Trifecta

✓

Strategy is decided for you — pre-built flows that work right out of the box

✓

Built around how people decide — creates the conditions for clients to say yes

✓

Obsessed with what happens after — after the opt-in, after you meant to follow up, after they went quiet

✓

Works even when you're tired — momentum never depends on your motivation level

Real Results

What coaches are saying.

★★★★★

"I stopped losing leads in my DMs. I can actually see what's next — and I'm booking more calls than I ever did when I was tracking everything manually."

SM
Sarah M.Business Coach
★★★★★

"The follow-up finally runs without me babysitting it. My pipeline is more active than it's ever been, and I didn't add a single extra hour to my week."

MT
Marcus T.Sales Consultant
★★★★★

"This feels like my business got organized overnight. I used to spend hours every week just figuring out who to follow up with. Not anymore."

JL
Jennifer L.Health Coach
Simple Pricing

Everything included. One flat rate.

14-Day Free Trial

The Digital Trifecta

$117/mo

after trial · no credit card required to start

💡 One new client covers 6 months. Most coaches recoup the cost their first week.

  • Unlimited contacts, funnels & landing pages
  • Calendar & booking with automated reminders
  • Full pipeline management & automations
  • Email & SMS marketing — pay-per-send only
  • Payment processing & professional invoicing
  • Client portal & mobile app
  • Pre-built workflows & templates, ready to launch
Start My 14-Day Free Trial →

No contracts. Cancel anytime. Email & SMS billed separately (like digital postage).

Want Help Setting This Up?

Operation Six Figure — Coaching + Implementation

TDT is powerful on its own. But if you want it connected to your actual business strategy — with done-for-you setup and live coaching — that's what Operation Six Figure is built for.

  • Strategic implementation built around your business
  • Pre-built templates & workflows, ready to use
  • 4-System framework: Clarity → Leads → Sales → Scale
  • Live coaching & community support
Learn About Operation Six Figure →
4

systems designed to take you from first lead to consistent six-figure revenue

$0

to start your 14-day trial today

Questions

Everything you need to know.

Is this for techy people? +

No. It's for tired people. We've removed the decisions that cause paralysis and built in proven flows that work. Most coaches are up and running within a few hours — no tech background needed.

Do I have to rebuild everything I've already created? +

Nope. Start with one path, one offer, one follow-up flow. TDT is built for gradual implementation — not "rip everything out and start over." Expand when you're ready.

How is this different from other CRMs? +

Most CRMs give you features and leave you to figure it out. TDT is built around how people make decisions — we don't just automate tasks, we create the conditions for your clients to say yes. Strategy is pre-decided so you're not starting from scratch.

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. If you have 5,000 contacts but only email 500 of them, you only pay for 500. No monthly subscriber fees.

Can I cancel anytime? +

Yes. No contracts. Cancel anytime. You keep everything you've built — contacts can be exported, and your content belongs to you.

Stop losing leads to a system that can't keep up with you.

Start your free 14-day trial. No credit card, no commitment — just results.

Start My Free Trial →

No credit card required  ·  Cancel anytime  ·  $117/mo after trial