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Coach Lucy
lucy@theforceforhealth.com
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New Organization
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Organization Name
Type
School District
Healthcare System
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Territory
Arizona
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Website
Phone
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New Contact
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First Name
Last Name
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Title
Email
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Type & Status Tags
Contact Type
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Champion
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Member Status
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Relationship Mapping
Related Contact
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Relationship Type
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Reports To
Manages
Referred By
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Notes
New Deal
×
Deal Name
Organization
Deal Type
Select Type...
Individual School
School District
Community Director Activation
Intelligence Hub - County
Chamber of Health State Systems
Corporate Sponsorship
Non-Profit Partner
CHNA Healthcare Tools
Donor
Value ($)
Stage
In the Funnel
Qualified
Proposal
Negotiation
Closed Won
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Close Date
Probability of Close
50%
0%
25%
50%
75%
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Deal Team
Main Deal Lead Contact
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Support Role Contacts
(hold Ctrl/Cmd to select multiple)
Deal Notes
New Campaign / Challenge
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Campaign Name
Description
Type
Challenge
Coach's Tips
Drip Sequence
CRM Follow-Up
Broadcast
Virtual Coach
Coach Lucy
Dr. Rob
Co-hosted
Schedule Mode
User-set (member picks cadence & time)
Admin-set (fixed schedule)
Hybrid (admin steps + member time)
Status
Draft
Scheduled
Active
Sent
Audience / Recipients (count)
Sequence Steps
+ Add Step
New Email Template
×
Template Name
Category
Challenge — Daily
Challenge — EOD Reflection
Milestone & Streak
Coach's Tips
Onboarding & Welcome
CRM Follow-Up
Re-engagement
Channel
Email
In-app Notification
Email + Notification
Coach Voice
Coach Lucy
Dr. Rob
Neutral / FFH
Subject Line
Body
— merge variables:
{{first_name}}
{{magic_link}}
{{challenge_day}}
{{streak_count}}
{{tracker_link}}
{{journal_link}}
{{coach_name}}
LEARN It Coins on action
LIVE It Coins on action
SHARE It Coins on action
Email Preview
Delivery stubbed — no real send
×
How would you like to be coached?
×
Coach Lucy: "Tell me how you want me to show up for you — I'll match your rhythm!"
Member
Campaign / Challenge
Coaching cadence
Daily emails
Weekdays only
Specific days (pick below)
Which days?
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Time of day
Channel
Email
Email + Notification
Send an end-of-day reminder with my streak tracker, so I can score my day and add a reflection or photo to my journal
Log Activity
×
Activity Type
Call
Email
Meeting
Task
Note
Site Visit
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Presentation
Description
Date & Time
Associate With
Contact
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Organization
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Deal
Select deal...
Schedule Follow-Up
Create follow-up task
Follow-Up Task
Follow-Up Date
Assign to Project Board
None
Pipeline Development
AZ Chamber Activation
PA Chamber Activation
OH Chamber Activation
SHAPE Partnership
General Tasks
Coach Lucy: "Tell me how you want me to show up for you — I'll match your rhythm!"