“How Can CoachVantage Help Me?”

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Transform Lives

CoachVantage helps you deliver impactful coaching results to transform the lives of those whom you coach. Clients have access to a secure client portal so you can easily manage the coaching partnership.

Streamline Your Workflow

Manage your coaching workflow seamlessly from one platform. You won’t need to make annoying tweaks to your processes or juggle a bunch of different apps just to ‘make things work’. CoachVantage is an all-in-one coaching software purpose-built for coaches and designed with your workflow in mind. You’ll be better organized and more productive.

Grow Your Business

Sales is the lifeblood of your coaching business. With CoachVantage, you can easily create and sell your coaching programs online. You can also offer your coaching programs to clients via a client account portal. Get more sales, grow your business and run a thriving coaching practice!

Coaching Programs

Create and sell coaching programs quickly and easily. Client onboarding is automated from payment to contracting to scheduling. Publish your programs online and start selling!

Smart Scheduling

Create events like discovery calls or virtual mastermind sessions. Clients can book and pay online. Sync to your calendar so you’re never double booked. Automated reminders minimize no-shows.

Contract E-Signatures

E-Signatures mean contracts get signed faster, making your workflow even more streamlined! Contracts can be embedded into the program sign-up page or emailed for e-signature.

Coaching Logs

Your paid or pro-bono coaching hours can be automatically logged and exported. Never forget about logging your coaching time so you can get certified quicker!

Forms

Forms enable you to get valuable feedback and responses from clients. Embed forms into your program sign-up page or send to clients during the coaching journey. Take your coaching to the next level with unlimited forms!

Invoicing

Send one-off invoices or recurring invoices that get sent out automatically. Connect to Stripe or PayPal so clients can pay online for your coaching programs, events or ad hoc coaching sessions.

Client Management

There’s no limit to how many clients you can add or coaching engagements you can have per client. You’ll have peace of mind as you scale your business without scaling your cost!

Client Portal

Clients have access to your branded client portal. You can easily share notes, files, send goals, forms and assignments. Clients can book sessions and track their progress.

How Can CoachVantage Make Your Life Easier?

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Testimonials

Julie Rizzo

Certified Life and Health Coach

“CoachVantage is exactly what I was looking for in a software to manage my coaching business. Each program can be individually designed and the contract, intake form and payment are all captured in one place. It has been very easy to learn and the team has been very helpful with any questions."

Kim Anthony

Urban Excellence Coaching & Consulting

"It was tough keeping track and diligently recording the coaching hours needed for ICF certification. Then I discovered CoachVantage. It automatically logs my paid and pro-bono coaching time after every session. CoachVantage saved me time and enabled me to get certified quicker!"

Javier Llerena

Leadership Transformation Coach

"One of the best tools that I have invested in my coaching journey. CoachVantage streamlines my onboarding, enriches the coaching journey for my clients and provides the support that my clients need. The best part is that it gave me back time to coach more."

Dr Jennifer Cohea

Association for Leadership Practitioners

"I am so grateful for CoachVantage! It has literally streamlined the way I manage my business. The ability to keep track of each client by using the system to take notes and track progress has been a lifesaver for me. Everything you need for any client is available in one centralized location."

Keith Carlson

Board Certified Nurse Coach (NC-BC)

"CoachVantage allows me to keep my coaching schedule in one place, manage client-related documents, easily review previous notes during a coaching call, and maintain an updated contact list for easy reference. I highly recommend it for coaches to stay organized in their business."

Roland Cox

Executive and Leadership Coach, PCC

"CoachVantage really hits the sweet spot for me as a platform as it provides the exact features I need, in one simple, intuitively designed setup. It’s freed me from a messy inbox and I now have an organised collection of all coaching-related documents and coachee information, past and present."

Cheryl Davenport

Life, Transition & Empowerment Coach

"I'm passionate about coaching and helping people live their best lives. CoachVantage helps me automate the admin side of my business so I have more time and energy to do the things I love!"

Diane Bogart

ADHD Coach

"Staying organized and focused is paramount for me and my clients. I use CoachVantage to keep everything in one go-to place - scheduling, reminders, client notes, documents, invoicing, linking to my online video tools, and best of all, a dashboard to help keep me on track!"

Erlina Sidik

NLP Somatics Life Coach

"CoachVantage has all the necessary functions I need to stay organized and look professional! It integrates well with key applications like Zoom, Paypal, Stripe and my Google Calendar."

Julia Karpeisky

Executive and Life Coaching, PCC

"Most of my business is based on contracts with government and private sector. I have to keep track of many different requirements concerning invoicing, number of sessions and process for coaching. CV is the best coach platform I've tried."

Lisa Swihart

Certified NLP Coach, ICF-ACC

"I have been very pleased with the capacity to store all my client info, create personalized chart notes, and bill my clients directly by creating invoices for clients. CoachVantage also tracks start and end dates for paid and pro-bono clients."