Coaching Software for Client Management
It’s hard to give your clients an amazing experience when the back-end of your business is messy and hacked together. You need one command central to manage your packages, clients, contracts, billing, and scheduling.
We saw that the system was broken, so we created a new kind of coaching software. Here’s how it works . . .
See At a Glance, For Every Client . . .
How Many Sessions Are Left
Your Private Notes
All Packages Purchased
Know Who & What Is Profitable
You’ve probably heard the adage that 20% of your clients make up 80% of your revenue, but is it actually true? With Paperbell, it’s finally easy to find out!
Paperbell shows you the complete revenue history of each client, as well as each package. This allows you to instant clarity on what used to be some of the toughest decisions in a coaches business.
Create Client Surveys
Clients usually want to dig right into the work on the first call, but there’s a lot of background information that’s important to know before you can be helpful.
That’s why Paperbell has client questionnaires built right in. For every package you sell you can decide what information you’d like to gather before your first session.
The best part is, their answers will always live in their client profile in Paperbell (not in email 3/27 of the thread called “re intro”). So it’s easy to quickly review their answers before every call.
Keep Private Notes
You know your client had a specific financial goal they wanted to reach, but you can’t remember what it is. You know you wrote it down somewhere . . . but where? On your daily planner? On that random notepad that was sitting nearby? Or that google doc you told yourself you’d use for exactly this purpose but never actually do?
Paperbell has client notes built right into the software. So when you’re prepping for your next call, all you have to do is log in to Paperbell to have everything you need. You’ll be shown at a glance:
⛔️ Without Paperbell
✅ With Paperbell
Your First Client's On Us
Get a fully-featured Paperbell account for free, no credit card required. Only pay when you add more clients.