Free coaching software trial

CoachVantage offers a free coaching software trial. You can register here to get your free 14-day trial. We also provide support with a live 1:1 demo to help you get set up more quickly. CoachVantage is a favorite with coaches because it brings together all the features of many other software packages you would otherwise need to buy. Starting at just $29 per month, it constitutes a big saving because it offers you all the following features:

1. Scheduling through your coaching software

(a saving of approx $9 to $39/month)

CoachVantage has scheduling functionality. It allows your clients to book calls with you based on the availability rules which you set. It also integrates directly with  Zoom at no extra cost; most scheduling tools will ask you to upgrade to a paid plan for this feature. 

Another feature that is usually quite pricey on scheduling tools is the option to take payment from a booking page. CoachVantage takes this to the next level by allowing you to automatically generate booking pages that contain all your event details and accept online payments if you charge for your event. 

An ‘event’ could be anything you want it to be, from a discovery call to a coaching session to a virtual yoga class over Zoom, to a virtual webinar, you name it. 

You can set different availability rules for each of your event types. So, let’s say you wish to hold your coaching sessions every day from 9 am-12 pm and yoga classes from 3 pm-5 pm, and a virtual webinar every Wednesday from 7 pm-8 pm, this is all possible with the flexible scheduling feature in CoachVantage.

2. Client Area and Resource Library

(a saving of approx $19/month)

When you join the CoachVantage Free Trial and create an account, you will be able to configure the menu bar colours according to your own branding, upload your logo and have your business name visible on your account. 

You can also invite clients to create their own client account portal which enables you to manage the coaching engagement easily. Your clients will see your branding, business logo and business name in the client portal, which portrays a very professional image for you.

Both you and your clients can upload files and documents in the Resource Library. You can also share files and documents with each other rather than emailing files back and forth or using a separate tool like Evernote or Box to manage your files online. 

This makes it very easy and convenient for you to send worksheets, exercises, videos, images, etc to your clients during the coaching engagement. Whenever you share a file with each other, an email notification is sent automatically to let you know that a file has been shared. This is a feature that many coaches love as it saves them time and keeps everything in one place.

This means that you won’t have to pay for separate cloud storage tools like DropBox or Evernote. Even though you may get enough storage with their free plans, it can cost you administrative overheads (and headaches!) to have to go to different places to get the information you need about a single client. 

CoachVantage solves this problem by keeping everything in one place - from document management to client management.

3. CRM 

(A saving of $15+ per month)

Running your own coaching business means selling and selling requires a good CRM system to prevent leads from falling through the cracks and increasing the lifetime value of your clients. 

CoachVantage gives you simple yet essential CRM features. Just the ones you need to remember to engage with your prospects and leads on social media and engage with them until the final follow-up when they buy from you. 

You can search for contacts by categories like current clients, past clients, leads and prospects. You can also add custom contact types and tag them to simplify your search. This is key to maximising the number of people that turn from contacts into clients. The great thing with CoachVanatage is that when they do, you can automate the onboarding process and enable their client portal access with one click.

You also have a quick view of how many sessions remain in their coaching package so that you can initiate upselling a follow-on coaching program. This helps you increase the lifetime value of your clients.

4. Invoicing 

(A saving of $12 - $30+ per month)

Invoicing is of course key to getting paid, so you don’t want to skimp on getting a system to manage your invoicing. (Excel will give your accountant a harder time, and he will charge you more). However professional accounting software like Xero or Quickbooks costs in excess of $30/month. CoachVantage offers simple yet effective invoicing capabilities that your accountant can easily use to work on your end of year accounting.

Invoices that you create in CoachVantage are branded with your business name and logo. You can also integrate with payment gateways like Stripe and PayPal so that clients can pay you online by credit card or PayPal transfers.

5. eSigning Contracts 

(A saving of $14.99 per month)

Getting your contracts signed is key and keeping them in a safe place is even more important, but getting a professional option like Adobe Sign will cost over $15 dollars per month. 

With CoachVantage, we’ve got this feature covered too. It allows you to send a contract for digital signing and automatically stores it in your client’s record so you have access to it at the touch of a button. 

In summary, the CoachVantage coaching platform contains the essential features that you need to make your coaching practice tick like a well-oiled machine. 

If you signed up to various specialized tools that only provide scheduling, invoicing, contracts and CRM functionalities per se, it could cost you between $70 - $139 and up, per month.

CoachVantage is purpose-built for a coach’s workflow and business process management. It contains the essential features out of the box and is affordably priced at $29 per month for coaches just starting out with fewer clients, to $49 per month for more established coaches with more clients.

Besides the cost savings benefit, you’ll also have peace of mind knowing that everything you need about your coaching business and your clients is at your fingertips and contained in one place. 

Are you interested in test-driving CoachVantage? You can start off with a 14 day free trial on CoachVantage to check out all the features mentioned in the article above.