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One dashboard for the client lifecycle.
Website traffic, bookings, CRM, billing, content, and reports stay in one system so the team can act quickly without switching context.
The six systems that drive the business.
These modules mirror the documented stack: website, booking, CRM, billing, analytics, and the client portal.
Website
Public brand hub, SEO content, and booking entry point.
Bookings
Consultations, sessions, group events, and reminders.
CRM
Lead pipeline, client history, notes, and tagging.
Payments
M-Pesa, card, invoicing, partial payments, exports.
Reports
Revenue, retention, attendance, fill rate, attribution.
Portal
Workout plans, messaging, progress, and renewals.
Operational queue
Focus on sessions, reminders, and follow-up before the day gets busy.
Payments and invoice flow
Keep M-Pesa, invoice states, and overdue follow-up visible in one place.
| Client | Amount | Method | Status |
|---|---|---|---|
| Beatrice K. | KES 32,000 | M-Pesa | Paid |
| James Mwangi | KES 55,000 | Bank transfer | Paid |
| TechCorp Ltd | KES 20,000 | Invoice | Pending |
| Family Mburu | KES 25,000 | M-Pesa | Overdue |
Build in phases.
Keep the layout aligned to the product roadmap so the team can see what ships now and what scales later.
Content, referrals, and expansion should feel operational, not decorative.
KES 2,000 credit per paid referral with client portal tracking.
Long-form education and client stories that feed the top of funnel.
Seasonal events with seat limits, waitlists, and follow-up flows.
Future trainer licensing and Pan-Africa expansion.