Client Operations
Run the client journey
in one connected place.
BrainBase Client Operations connects enquiries, clients, bookings, follow-up and operational visibility in one environment configured around how your business works.
- Leads & clients
- Scheduling & bookings
- Follow-up & workflows
- Operational visibility
Designed for client & service businesses
- Coaches & Trainers
- Consultants
- Tutors & Educators
- Clinics & Practitioners
- Clubs & Academies
- Service Businesses
01The problem
Your client journey shouldn't depend on manual hand-offs.
The problem usually isn't any single tool — it's the gaps between them.
Before
An enquiry arrives through the website. It gets copied into a spreadsheet or CRM. Scheduling lives in a calendar. Follow-up sits in email. Reporting happens somewhere else.
With BrainBase
Leads, clients, scheduling, follow-up and operational context stay connected in one environment.
02Connected journey
From first enquiry to ongoing client.
Each stage of the client journey stays connected to the next. The exact stages and terminology can vary by business.
- 01
Enquiry captured
A prospect enters through your website, referral or enquiry channel.
- 02
Lead organised
The enquiry appears in BrainBase with contact information and follow-up status.
- 03
Client created
When the relationship progresses, the lead becomes an organised client record.
- 04
Service scheduled
Sessions, appointments or service delivery are managed from the same environment.
- 05
Follow-up managed
Calls, emails, requests and next actions stay visible to the business.
- 06
Business understood
Dashboards and HLNA turn connected activity into operational visibility.
03Operational impact
Less admin. More control.
BrainBase removes operational friction around the work a client-based business already does every day.
Never lose an enquiry
New leads enter one organised pipeline instead of disappearing across forms, messages and inboxes.
Organised client records
Contacts, history, activity and follow-up remain connected around each client.
Clear scheduling
See sessions, appointments, capacity and upcoming commitments in one operational view.
Follow-up visibility
Know who needs a call, email or response before opportunities go cold.
Revenue visibility
Understand the commercial value of your schedule, bookings and client activity.
Operational clarity
See the health of the business without manually piecing together separate tools.
04Configured to your operation
Your client process doesn't have to look like everyone else's.
Terminology, stages, booking or service structure, follow-up requirements and the information you collect can all differ by business.
configuration / what can differ
- Terminology
- Stages
- Booking or service structure
- Follow-up requirements
- Information collected
Same BrainBase capabilities. Configured around your operation.
05Start with what you need
You don't need the whole platform to get started.
Many client-based businesses begin with just a few capabilities.
starting configuration
- Leads
- Clients
- Scheduling & Bookings
Add more BrainBase capabilities as your operation grows. This is one way into the wider BrainBase platform.
06Core capabilities
The capabilities behind Client Operations.
Each capability can be configured around how your business actually operates.
Leads
Capture enquiries and follow them through to a client without losing track of where things stand.
Clients & CRM
Manage contacts, clients and communication activity in one place.
Scheduling & Bookings
Manage appointments, sessions, programs and availability.
Follow-up Workflows
Keep incoming requests, enquiries and required actions visible.
Dashboards & Reporting
Bring operational activity and business indicators into one view.
HLNA Intelligence
Surface context, priorities and operational signals across the connected operation.
Intelligence layerHLNA
07External systems
Connect the systems that already make sense.
BrainBase doesn't need to replace every specialist system your business relies on. External systems can connect where it helps keep the operation in one place.
Shown as an example — not every integration is available for every system.
08Operational visibility
One operational view of the business.
Instead of piecing together enquiries, clients, bookings and follow-up across separate tools, the business gets a clearer picture in one place.
HLNALeadsClientsSchedulingRequestsReporting
EXAMPLE VIEWHLNA · Client Operations
Operational Dashboard
Leads, clients, sessions and follow-up activity — shown with example data.
- Today's Sessions
- 6
- Scheduled today
- New Leads
- 6
- Last 7 days
- Follow-ups
- 5
- Awaiting response
- Open Leads
- 7
- New or contacted
Today's ScheduleView Schedule →
- Client Session09:00–10:00 · Location A
- Group Program14:30–15:30 · Location B
- Private Appointment17:00–18:00 · Location A
Needs AttentionAll Clients →
- New website enquiryNever contactedCallEmail
- Existing clientFollow-up dueCallEmail
- New leadAwaiting responseCallEmail
09Inside BrainBase
HLNA — intelligence across the client operation.
When client, booking, workflow and activity information is connected, HLNA can help surface what needs attention, what has changed and where there are gaps.
- What needs attention
- What has changed
- Where there are gaps
- Operational signals
deployments / ld-tennis
Real deploymentReal deployment example
LD Tennis
A real BrainBase deployment, configured around how LD Tennis operates. LD Tennis connects website enquiries, leads, clients, coaching sessions, follow-up and operational reporting through the same BrainBase platform.
Explore the deployment- Website enquiries → leads
- Leads → organised clients
- Clients → scheduled sessions
- Follow-up → visible actions
- Activity → operational dashboard
10The wider platform
Start here. Expand when you need to.
Client Operations is a starting configuration of BrainBase — not the limit of the platform. Additional capabilities can be introduced as your operation grows.
11BrainBase pricing
Start small. Expand as you connect more.
Client Operations can begin as a focused workspace and expand into a broader BrainBase deployment as your workflows, reporting and intelligence requirements grow.
Foundation
Get your operation organised
$29/ month
Platform subscription
- Client management
- Lead tracking
- Scheduling
- Core operational view
Operations
MOST POPULARRun the day-to-day work
$59/ month
Platform subscription
- Everything in Foundation
- Follow-up workflows
- Revenue visibility
- Operational dashboards
Business System
Connect the broader business
$99/ month
Platform subscription
- Everything in Operations
- HLNA intelligence
- Advanced reporting
- Business integrations
Enterprise
TAILOREDTailored deployment at scale
Custom
Scoped to your organisation
- Tailored BrainBase deployment
- Multiple teams or business units
- Advanced permissions & governance
- Custom integrations & workflows
Platform subscription + implementation where required.
Monthly pricing covers the BrainBase platform subscription. Initial configuration, data migration, website work and custom integrations may involve separate implementation costs depending on your requirements. Any additional costs are scoped and quoted before work begins.
Build your client operation
Bring your client operation together.
Whether you run coaching sessions, consultations, appointments, programs or another client-based service, BrainBase can provide the operational system behind the work.