“How Can CoachVantage Help Me?”
Watch this video to see how we help streamline your coaching business workflow.
Transform Lives
Streamline Your Workflow
Grow Your Business
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?
Click Here To Find OutTestimonials
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."
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."
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. With CV, I have everything in one place."
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