“CoachAccountable frees me up to focus on what I care about the most: relationships with clients.”*


Most coaches end up here because they want to streamline their day-to-day details. We’ve got that. But what you might be surprised by is the second part: we help you give clients more for their money.

Let’s look at the platform that, in one coach’s words “saves me hundreds of hours, thousands of dollars, and even makes coaching FUN!”



Build a Better Business

Scheduling. Contracts. Invoicing. Coaching Packages. And More!

Mobile-Friendly Workspace

Conveniently accessible from any web-connected device

  • Nothing to install, ever
  • Use CoachAccountable on any device
  • Encourage busy clients to interact via text or email
  • Manage your coaching relationships on the go

Appointments

Elegent scheduling that syncs with everyone's calendar

  • Schedule with your clients or let them schedule with you
  • Sync with everyone’s calendar
  • Reminders for both parties
  • Optional pre and post Worksheet assignments
  • Even allow prospective clients to book with you

Invoicing

Invoice professionally, make it easy for client to pay you

  • Generate one-time and recurring invoices for your clients
  • Get paid online through your Stripe, Square, or PayPal account, with no additional processing fees

Offerings

Sell your coaching programs and book with prospects from your own site

  • Package your coaching in an easy-to-buy format
  • Invite prospective clients to book an exploratory call with you and see your professional coaching system from the inside
  • Sell coaching directly from your own website from start to finish, including appointment scheduling, intake forms, and payment

Engagements

Manage enagements that span a number of months, hours, and/or appointments

  • Track the progression of your client engagements
  • See at a glance how many sessions or days a client has remaining
  • Automatically invoice and bill on schedule
  • Send timely notices of engagement progression to you and your clients

Team Edition

Rigorous accountability and oversight at an unprecedented level of detail

  • Transparent records of coaching effectiveness
  • Shared resources for consistent program quality
  • Support your coaches by providing your content and overseeing their client relationships
  • Manage coach-client pairings and permissions
  • Check in on your coaches’ progress so that you can offer additional training and development

Give your clients more

After you hang up the phone, what happens? Give better support and results with action plans, metrics, forms, automated courses, and more.

Actions

Turn good ideas into a real plan with reminders and due dates

  • Provides a clear record of what’s done and what’s not
  • Clients check off items in-app or by replying to reminders
  • Group related tasks by project

Metrics

Track KPIs and measure real results over weeks or months

  • Visualize results against a target
  • Reveal trends, gain insight, show progress
  • Reporting made easy, so your clients will actually do it

Session Notes

Never lose valuable insights

  • Build a collection of documented insights from your coaching calls, easily accessible for later reference
  • Create templates to suit your style
  • Mark them private, or share with your client

Worksheets & Journaling

Assignments made easy (for them and you)

  • Send assignments such as intake paperwork, check-ins, and exercises
  • Fillable forms with text areas, checkboxes, image prompts, and more
  • Automated timely reminders help your clients do the work on time
  • Notification emails give clients one-click access to assignments

File Sharing

All your files in one place - neat, organized and easy to access

  • You and your client can access shared files from anywhere
  • Uploads, links, videos, embedded media
  • Clearly see if and when your client has accessed an item
  • Clients can share files, too

Group Coaching

Give better than clunky (and creepy) Facebook groups

  • A platform for joint accountability, friendly competition, and lively discussion
  • Add shared Actions, Metrics, Files, Whiteboards, and more
  • Organize clients into admin-only Groups, or allow clients to interact at your chosen level of privacy
  • Group Metrics for a game pulling towards a shared goal
  • Group Projects to divide up tasks between members

Courses

Automated drip delivery of your best material

  • Build once, automatically deliver to many
  • Whether it’s a daily Worksheet or a full-fledged intensive study, duplicate your materials and process
  • Set delivery to be calendar-dependent, or unit-based for self-paced programs

A Professional Online Portal

Give your clients more than your sessions

  • A living record of their work with you
  • A system that supports them in getting what they came for
  • Brand the system your way
  • Have clients log in to your client portal from your website, not ours
  • A white-labeled homescreen app that’s all your own




* Quote source: Drew Boa, excerpt from his review of CoachAccountable as posted on Capterra.








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