If you run a coaching practice, you want to grow your business and focus on serving your client’s needs.
The last thing you want is to deal with a ton of administrative work and monotonous tasks that you could just automate. From client management to booking sessions and sending invoices, you want to make business management as easy as possible.
Different tools exist to help coaches save time. In this post, we’ll discuss some of the best executive coaching software platforms.
4 Executive Coaching Software Tools To Try
Here are four different tools to optimize how you run your coaching practice.
1. Paperbell
Paperbell is the coaching software that runs your entire business, including:
- Scheduling
- Client admin processes
- Onboarding new clients
- Online payments
- Contracts, and more
As a coach, you need one app to be your command central. That’s exactly what Paperbell was designed to do. It’s an all-in-one online solution to manage your coaching business.
Here’s how Paperbell replaces a dozen other tools on a single platform.
Client Scheduling and Payment Processes
A single link takes care of your client onboarding process, including your schedule, payments, contract signing, and intake information. It’s an online checkout platform fully integrated with your scheduling and customer relationship management (CRM), ideal for managing your online work from home job.
That means you no longer have to deal with manual appointment bookings and send over a boatload of emails and reminders to potential clients. Instead, say hello to automatic reminders and invites, including free discovery calls.
[ Read: 9 Client-Converting Questions to Ask In Every Discovery Session]
Instead of relying on scattered notes and email threads, you’ll have the following neatly organized:
- Sales records
- Client notes
- Appointments
- Intake surveys
- Contracts
You’ll see how many clients you’re actively working with and how many sessions are left in their packages at a glance. You can also track your income from a coaching relationship and even download your ready-made coaching log (which may be helpful for your ICF application).
Customized Coaching Packages: Payment Plans, Subscriptions, Groups, and More
Today’s executive coach often does more than just an hour on the phone. Maybe you offer small group coaching sessions, multi-session packages, or ongoing subscriptions that automatically keep your client on a monthly schedule. You may also want to track client progress and have visibility on where they are in your coaching program.
That’s why Paperbell lets you deliver precisely the coaching plans and packages your clients love. You can design and sell multi-session packages with different appointment lengths or combine one-on-one and group coaching sessions. You can offer a variety of payment options to your clients, such as:
- Coupons
- Set-up fees
- Process payments and plans
- Pay-in-full discounts
Impress Your Clients With an Organized Experience
The inside of your coaching business should be as thoughtfully designed as the services you provide. You want to impress your clients with outstanding sessions and organized and professional processes for your collaboration.
Paperbell allows you to turn client onboarding into an impressive experience. It’s a joy to use for you and the people you work with. They’ll be able to access all their program materials on the platform and see at a glance how many remaining sessions they have. This means they will never email you again asking about lost PDFs and how many calls are left from the package they purchased.
[ Read: How To Create A Legally Binding Coaching Contract From Scratch]
No More Overwhelm With Too Many Coaching Tools
The number of apps and tools coaches use can be overwhelming. You probably got into this business because you love helping people create significant changes, not to add yet another confusing executive coaching app to your monthly expense list.
Paperbell was designed by coaches for coaches to weave all your needs into one tool. You can cancel your scheduling software, CRM, contract signing tool, and client workflow software and replace it with one coach-friendly tool.
Your clients benefit as well. When they sign into their client portal, they have everything they need: upcoming appointments, a history of purchased packages, and even their signed contracts and survey answers.
Plus, they can easily book your calendar with your set business hours and buy more packages from you. It’s a professional, organized experience that’s bound to impress the busy executives you work with.
The Best Features on Paperbell
Here’s what our clients have to say about their experience:
Sign up for free with your first client to test out all the features of Paperbell.
2. Profi
Profi was developed for coaches, trainers, consultants, and therapists. The platform allows you to manage your scheduling and booking, forms, billing, and community all in one place.
Key Features
- Booking widget
- Two-way calendar sync
- Meeting reminders and SMS notifications
- Video conferencing and meeting system
- Progress tracking
- Co-hosting with other Profi users
Pros
Profi has good reviews, and users like all the integrations available. The booking widget can help you avoid double booking clients, and the progress tracking enables you to share coaching resources with your clients.
Cons
Profi’s ease of use falls short, with current users reporting the UX to be a bit complicated.
If you’re specifically looking for executive coaching platforms, Profi may not be suitable for you. This tool’s focus is a little too broad and maybe a little too corporate for individual coaches selling their first coaching packages.
However, this could be a good option if you’re looking for coaching platforms that mainly focus on the needs of larger teams and corporate business growth.
3. Satori
This executive coaching app takes the hassle out of client interactions and helps you schedule sessions automatically. You can use it to sell packages and auto-enroll people in your coaching programs.
Key Features
- Custom branding
- Automatic follow-ups to track client satisfaction
- Easy client enrollment
- Check-ins with clients
- Client-facing dashboard
- Billing dashboard
- Integration with Google Calendar and a time zone converter
Pros
This business coaching software is geared toward people who want to break into professional coaching. You can try it for free to see if it helps your coaching practice. The platform is beginner-friendly and could be helpful if you’re still figuring out your workflows.
Cons
The payment dashboard often glitches, and tracking client engagement takes a lot of work. There’s no option to track habits and keep clients accountable. Satori also lacks third-party integration with Zoom.
4. Upcoach
If you’re looking for a platform to make tracking the coaching process simpler, Upcoach could be an option. It’s one of the only coaching solutions that offer an integrated habits tracker. Sticking to habits, targets, and goals is an integral part of the coaching process, so incorporating this feature into your coaching software is handy.
Key Features
- Holding clients accountable with habit tracking inside the platform
- Scheduling meetings
- Hosting lessons or online courses
- Assigning tasks to clients
- Communicating with clients and sending reminders
- Monitoring client progress with a completion rate dashboard
Pros
If you want to assign tasks and keep all documents related to your coaching experience in one place, Upcoach can help you with that. It’s also one of the only coaching solutions with a habits tracker.
Cons
There’s no integrated payment processing system on the platform, which means you’ll still have to manage all your sales, invoices, and payment tracking using a different tool.
There’s no marketing automation, and the features are pretty basic, which is unsuitable for coaches who want to scale a small business.
What’s the Best Executive Coaching Software for You?
Each professional coaching app in this post has different pros and cons, and what the best tool is for you will depend on your business needs.
We vouch for Paperbell because it allows you to manage your appointment scheduling, contracts, client details, calls, and payments all in one place, regardless of your packages. It’s also easier to use than other tools in the industry and more reliable.
Paperbell is currently offering free accounts for executive coaches with their first client. There’s no time limit to upgrade, and you’ll have access to all features, however long you work with that client.
If you decide to use Paperbell for more clients in the future, it’s an affordable $47.50 a month with our yearly plan.
So, streamline your coaching business, save time, and get more clients. Sign up for your free account now.
Editor’s Note: This post was originally published in April 2023 and has since been updated for accuracy.
