How to pick a digital coaching platform to fit your systems

The systems you need to run a great coaching business

executive coaching platform

One of the best pieces of advice that can be given to aspiring executive coaches is to do your research and pick an executive coaching platform that fits your systems.

One of the most common mistakes that new coaches make is to try and do everything on the cheap with free third-party software.

All successful and established coaches, especially those who work with executives, will tell you that it is well worth spending just that little bit extra on a good coaching platform.


An executive coaching platform makes your service professional

You may be incredibly talented at coaching, but free Gmail addresses, generic white label invoicing and spreadsheets can put clients off.

In an ever more digital and virtual world, clients want to see that their coaches are professional.

They want to see investment in a digital coaching platform that makes the coaching experience better.

You wouldn’t give a coaching session in your pyjamas, would you? So you do not want to give that same impression by using shoddy accessories.

Professional executive coaching services require a great coaching program paired with a user-friendly online coaching platform.

This is important, whether you are offering group coaching or with individual clients.


So how do you pick the right executive coaching platform?

The most critical part of the funnel in the coaching business is the onboarding process. 

This is where the prospective client converts into a sale.

You should always design your onboarding process before deciding on which digital coaching platform you want to adopt.

Manage Your Coaching Practice in One Place

CoachVantage automates your business workflows so you can focus on impactful coaching results.

Start Free Trial
No Credit Card Needed

This will make sure that the system fits around you, rather than your trying to fit around the system.


Sign up for a free trial - our coaching platform

Once you have figured out your onboarding process, you should sign up for a free trial of a digital coaching platform and see whether it can support your coaching workflows..

CoachVantage offers a 14-day free trial where you can explore all of the features it has to offer and decide if it’s the right fit for your coaching business.

This includes creating your executive coaching program on a personally branded landing page where your prospective clients see what you have to offer.

This coaching platform also allows you to schedule sessions with an online booking system and specify your cancellation and rescheduling policies. 

You can also try out its seamless integration with communication platforms such as video conferencing platforms Zoom and Skype.

CoachVantage’s trial period also allows you to access its automated billing and invoicing system. You will also get a chance to use the document and file repository, where you can share material with your clients with zero fuss and hassle.

You can also automatically log your coaching hours and separate them into free and paid sessions if you’re still training. CoachVantage has everything that you could possibly need as a coach at the click of a button.


You can even access it and work on your programs from the comfort of your armchair on your smartphone.

You can also synchronise your external calendars like iCloud, Outlook, Exchange 365  and Google calendar to it.


What are you waiting for? Claim your free 14-day trial below and explore all the amazing features that CoachVantage has to offer and grow your client base.  

Start Free Trial
No Credit Card Needed

Get Started With CoachVantage Today.

Start Free Trial
No Credit Card Needed

You might also like...

Digital Marketing Tips for Life Coaches to Attract Clients
Digital Marketing Tips for Life Coaches to Attract Clients
Discover powerful digital marketing strategies to attract life-coaching clients. Learn how to grow your coaching business effectively today!
7 Top-Notch ICF Accredited Life Coaching Programs Online
7 Top-Notch ICF Accredited Life Coaching Programs Online
Ready to become an ICF certified life coach? Explore our list of accredited programs and choose the one that meets your goals, budget, and preferences.
coaching agreement
7 contract clauses you should have in your coaching agreement
Seven clauses to include in your coaching agreement to protect yourself and minimize risks.