Little Bunny

A custom CRM built for business coaches. Client management, sales and AI assisted workflows in one place, shaped around how coaching businesses really run.

Most CRMs are designed for a generic sales team. Coaching businesses work differently. They run on relationships, programmes and client journeys that last months. Rather than bend a standard CRM to fit, I built Little Bunny around the way coaches already work.

• Generic CRMs didn't reflect coaching programmes or long client journeys.
• Leads, clients and conversations were spread across too many tools.
• Follow ups depended on the coach remembering to do them.
• Coaches had little insight into how the business itself was doing.

• One home for every lead and client
• Pipelines designed for coaching businesses
• AI assisted workflows and recommendations
• Client communication and follow ups
• Business performance reporting
• Custom automation and integrations
• An architecture that grows with the coaching business

1. 1

   Clients

   One record per person, covering their whole journey from first enquiry onwards.

2. 2

   Pipeline

   Stages modelled on how coaches actually enrol and serve their clients.

3. 3

   Intelligence

   AI suggests the next step and helps the coach keep every follow up moving.

4. 4

   Automation

   Custom automations and integrations take care of the routine admin.

5. 5

   Reporting

   Performance views written for coaches, not for sales managers.

• Custom CRM platform
• AI assisted workflows
• Automation
• Integrations

I designed and built Little Bunny, from the data model to the AI features.