Features With Benefits

Get what you need to run a thriving coaching business

How do you stand out in a crowd so that prospects can find you and hire you?

Cultivate relationships. Stay productive. Devote time to grow your business. CoachVantage can help you with all this and more.

  • Automated Scheduling

    (Included in the Aha! Plan)

    Hassle Free: Unless you find it therapeutic, you can finally stop playing email ping-pong with your clients and prospects to confirm a booking. They can self-book directly from your booking page. No more scheduling headaches, no more ‘what timezone are you in?’ questions and no missed sessions so you can hustle without the hassle.

    Take Control: Set up ad hoc or recurring events like discovery calls, coaching sessions, etc, and publish on your branded booking page. You can also prevent bookings by blocking off a few hours of ‘me’ time to recharge. You’re in full control of your time, your business and your life.

    Calendar Sync: CoachVantage talks to your Google calendar so they’re always in sync. It checks your Google calendar for event conflicts so you don’t get double booked. Events that are created in CoachVantage get synced to your Google calendar.

  • Manage Contacts

    Stay Organized: Manage all your contact and client information – profiles, session notes, contracts, coaching sessions and invoices – in one place. You won’t need to hunt for information in multiple places like Dropbox, Excel, Evernote, or whatever not to get what you need, when you need it. Everything you need is in one place.

    Cultivate Relationships: The CoachVantage dashboard reminds you of clients’ birthdays so you can send them a birthday card or an instant message. It’s the little things that mean the most when cultivating relationships. Amid the day-to-day chaos of life, CoachVantage helps you remember the BIG little things for customer affinity.

    Import Contacts: You can easily import an existing contact database to CoachVantage in one click. You can also export your client data just as easily from CoachVantage to your local drive. If you ever decide to stop using CoachVantage, you won’t ever lose your precious data.

  • Manage & Log Sessions

    Automated Logging: Forget about having to manually track and log your coaching time. With CoachVantage, your coaching time for every session is automatically logged once it’s completed. CoachVantage also tracks sessions completed and sessions remaining for all your client contracts so you’re always on top of things.

    Faster Certification: Your coaching log can be exported to your computer at the click of a button. If you’re looking to get certified by the International Coaching Federation, you’ll be happy to know that the coaching log is in the ICF required format. You won’t ever forget logging your coaching time again which means you can get certified faster and deservedly so!

  • Manage Documents

    Cloud Storage: Upload your documents to CoachVantage and keep them safe in the cloud. If you ever find yourself stuck in that “Oh crap, my PC crashed and I didn’t back up!” moment, you can heave a sigh of relief knowing that your docs are saved in your CoachVantage account.

    Handwritten Notes: If you love taking handwritten notes during coaching sessions instead of typing into a PC, then CoachVantage is your ‘handwritten note’ haven. That’s because you can take a snapshot of your written notes, upload it to CoachVantage and save it to your client’s profile. You’ll always have easy access to your notes, no matter where you are.

  • Send Invoices

    Branded Invoices: Create invoices and send them to your clients in one click. Customise invoices with your personal branding and company logo, add service descriptions and payment terms.

    Faster Payments: Add the ‘Pay Now’ button to your invoice if you use PayPal to collect payments. It’s one-click convenience for your customers to pay you which means you get money in the bank faster.

    Revenue Tracking: Your CoachVantage dashboard tells you exactly how much revenue you’ve earned and how much revenue is in the pipe.

Take control of your coaching business now with CoachVantage.