PROTIMECRM TENNIS OS / DISCOVERY
For Ale · Phase 01
Capability → Scenario Workbook

You know tennis.
Let’s define the system.

The coach is the center. Connect business operations with player development, from independent coaches to academies and clubs.

Your discovery progress

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This public workbook is intended for Ale. Every save creates a dated version, so earlier responses remain available. Use hypothetical examples only; do not enter real player or junior information, contact details, videos, or consent records.

Start with the foundation

Build tennis rules on what already exists.

ProTimeCRM handles the business foundation. Your answers define the relationships, coaching experience, and exceptions that make it Tennis OS.

Guardians are optional relationships. Define when they matter, what they can see, and which actions they can take.

How we will map your answers

Already in ProTimeCRM
Mostly native configuration.

ProTimeCRM + tennis rules
Native capabilities with tennis-specific records or rules.

Tennis OS layer
A dedicated tennis-facing experience or data layer.

Later / integration
Valuable work outside the first version.

Source workbook · platform foundation

Ten capability areas

These capability notes come from the source document. Validate the exact platform behavior during the operational pilot.

1. CRM + RELATIONSHIPS We can already manage leads, contacts, pipelines, opportunities, custom records, structured fields, associations, tasks, history, and automation around those records. This means the Tennis OS does not need to invent a CRM from scratch. We need to define the tennis relationships and data correctly. 2. MESSAGING + AI FOLLOW-UP We can already handle automated and two-way communication across supported messaging channels, follow-up sequences, reminders, notifications, AI-assisted conversations, lead qualification, and routing. What we need from tennis is the communication logic: who should be contacted, when, about what, and under which exceptions. 3. WORKFLOWS + AUTOMATION We can already trigger workflows from events such as contact changes, appointments, opportunities, payments, forms, courses, and other record activity, then take actions automatically. The question is not whether automation is possible. The question is what the correct tennis workflow should be. 4. CALENDARS + SERVICES + RESOURCES We can already manage staff availability, services, booking rules, reminders, payments at booking where appropriate, and scheduling resources such as rooms/equipment. For Tennis OS, we need to determine how courts, coaches, programs, recurring lessons, weather, rescheduling, and last-minute openings actually work. Current platform limit to keep in mind: native Services resource logic books one resource per service appointment. Multiple resources can be assigned as alternatives, but the system selects one available resource; it does not reserve several distinct resources for one appointment. That works for many one-coach/one-court cases, but multi-court clinics, camps, or facility blocks will likely need Tennis OS-side court/session logic or another validated orchestration pattern. 5. PAYMENTS + SUBSCRIPTIONS We can already support payment collection, products/services, subscriptions, invoices, and payment-related automation. The tennis-specific gap is the business logic around lesson packages, credits, expirations, transfers, cancellations, makeups, coach-specific pricing, and similar rules. 6. CLIENT PORTAL We can give players/parents a branded customer home for supported portal functions such as appointments, billing, shared files, courses, communities, and account access. This may allow us to avoid building a full custom player app in the first version. 7. COMMUNITIES + COURSES We can support groups, member access, announcements, discussions, private learning content, courses, program content, and community-style engagement. Potential Tennis OS uses include academy groups, camps, clinics, player cohorts, parent groups, drill libraries, off-court training, onboarding, and instructional content. 8. REPUTATION + RETENTION We can automate review requests, referral follow-up, reactivation, nurture, reminders, and retention campaigns. 9. REPORTING + BUSINESS VISIBILITY We can report on structured CRM and business data and build operational views around leads, bookings, pipeline, payments, retention, and other tracked records. 10. CUSTOM TENNIS RECORDS + INTEGRATIONS We can create structured tennis-specific records and relationships and use workflows, reporting, APIs, and integrations around them. Likely examples include Player, Session/Lesson, Assessment, Development Plan, Match/Tournament, Program, Court/Facility, and Package/Credit records. The final model depends on your answers below.

Discovery → operational pilot → Tennis OS

Now: Use this workbook to agree on the product rules and MVP.

Next: Test one inquiry-to-first-lesson workflow in AI Studio and ProTimeCRM after the rules are agreed.

Then: Add custom tennis interfaces and data logic where the validated native capabilities leave a gap.