As a coach, you do your best to do it all: You run your coaching business, from scheduling appointments and invoicing clients to providing your clients with the tools they need to take action and make progress – often singlehandedly. In this CoachAccountable review, we’ll give you a comprehensive look at the features, pros, and cons, so you can decide for yourself if this is the right coaching platform for you.
The Problem Coaches Face
Sure, the most important part of your job is helping your coaching clients achieve their goals. That can be tough when you’re also in charge of running a business. You have to schedule appointments, send invoices, and manage administrative tasks while keeping track of client progress. And let’s not forget about the time you spend creating and delivering content to grow your business.
How CoachAccountable Helps Coaches – In Summary
CoachAccountable may be the solution to most – if not all – of your coaching headaches. It’s a comprehensive platform that can help you with everything from scheduling appointments to delivering content. And it’s designed to be easy to use, even if you’re not tech-savvy. We did compare it side-by-side with other platforms before but haven’t provided a deeper look before.
CoachAccountable recently had its 11-year anniversary and released new features and updates. So, we decided to invite the founder, John Larson, to a conversation and asked him to give our followers a live demo. So, in this review, you get to hear directly from the creator of the tool, in addition to the in-depth outline of features, links to free coaching webinars, coaching templates, and a behind-the-scenes look.
Table of Contents
What is CoachAccountable?
CoachAccountable is an online platform for professional coaches to track progress, set goals, and help clients to stay accountable. It features a range of tools that make it easier for coaches and clients to reach their goals and stay connected between coaching sessions. From creating custom coaching plans to tracking performance data, CoachAccountable helps coaches to seamlessly manage the coaching process: before, during, and after a session, and between sessions.
The platform also offers a range of features aimed at helping coaches deliver a higher quality of coaching, including custom coaching plans, goal-tracking tools, and performance data. It also includes an array of resources designed to help coaches stay on track with their own professional development.
This coaching software stands out from many other online coaching platforms and finds itself among the top 3-5 platforms that help coaches at all levels to “grow as you go” because it scales from single coaches to a team of coaches.
This coaching software provider has been around for many years and is very robust and highly customizable. CoachAccountable’s customer service is unparalleled. Their solution is used by experienced coaches who want a highly customizable and robust solution, as well as new coaches who look for something scaleable with a low starter price while allowing you to deliver a great client experience from day one.
How A Coaching Session With CoachAccountable Looks Like
During the video we have embedded below, John gave us a live demo explaining the before – during – and after of a coaching session with CoachAccountable. The automated reminders via email or text (or both) at customizable intervals stand out from other platforms. This form of communication can also be used for following up after a session or for progress check-ins and reminders between sessions. You can watch this CoachAccountable live demo of what a session looks like in the video below starting at around 11 minutes.
CoachAccountable Live Demo
Features You’ll Love In Your Coaching Session
CoachAccountable can help you streamline your coaching sessions and make the most of your time with your clients. This coaching software helps individual clients to have a great user experience via their client portal while helping you to run your coaching practice more efficiently.
Here’s a look at how a coaching session and the surrounding coaching workflow with CoachAccountable might look:
Set up the session: Before your session, you can use CoachAccountable to create a new session, add your client, and let your client set a goal for the session. You can also use the platform to share materials with your client, such as worksheets or articles.
Take notes: During the session, you can take notes. This can help you stay organized and track your client’s progress over time. It’s also a way to get up to speed quickly when you prepare for an upcoming coaching session. You can choose to keep your session notes private or share them with your clients.
Create action items: At the end of the session, you can create action items for your client. This can help your clients stay on track and achieve their goals. It is a great coaching feature to help your clients form new habits and stay accountable (hence the catchy name of this platform).
Send follow-up reminders: You can also use CoachAccountable to send follow-up reminders to your active clients. This can help you make sure your client is taking action on their goals. What’s great is that you can choose between email and SMS reminders. This allows you to adapt to your client’s preferred mode of communication. The text message might look like this:
Or, you can email reminders to your clients:
When your coaching client responds to your automated prompt like the instruction in the screenshot above states, the client’s account will be updated within minutes and look like this:
Review progress: You can review your coaching client’s progress over time. This can help you track the achievement of their goals and celebrate wins together.
By using CoachAccountable, you can make your coaching sessions more efficient and effective. The platform can help you track your client’s progress, set goals, create action plans, and send follow-up reminders. This online coaching platform can also help you stay connected with your clients and keep them on track.
Other Features You’ll Find Useful
We’ve just covered the coaching session and what you’ll do during, before, in between, and after a session. But you’ll likely want to do more than that. Here are some key features you may use instead of paying for several other subscriptions to get the same thing done:
Appointment Scheduling: We didn’t feel the need to showcase this in detail since it is a common feature, but it is important to share that you have this feature and can even embed your calendar on your own website, so your leads and clients can schedule appointments with you right from your website.
Collaboration Tools. In the words of CoachAccountable, “Whiteboards are a great place to keep a living document – perhaps an evolving business plan, a 5-year outlook, or a list of suggested reading materials. Until now, you’ve been able to keep your own Whiteboards, collaborate with an individual client on them, and share them via Courses. Now the members of a Group can collaborate on a Whiteboard.”
Group Coaching and Private Membership Groups. You may want to create your own, private group coaching portal where members can see upcoming group coaching sessions, access worksheets and other files you share with them, collaborate, encourage, ask questions, and manage other conversations with group members. What’s neat about this is that it all stays within a single platform – no need to switch to Facebook or other places. CoachAccountable also takes your privacy seriously and does not collect or distribute your data.
Online Courses or Online Coaching Programs. “CoachAccountable Courses allow you to automate the delivery of coaching materials and assignments, either as a slow drip over a multitude of days or as an interactive sequence wherein completing the current step leads you to the next (allowing clients to work through the course in self-paced fashion). CoachAccountable Courses allow you to automate the delivery of coaching materials and assignments, either as a slow drip over a multitude of days or as an interactive sequence wherein completing the current step leads you to the next (allowing clients to work through the course in a self-paced fashion).” (source: CoachAccountable). You can use the course feature to run parallel to your 1-on-1 coaching as a hybrid coaching format where your clients run through your structured coaching program with some self-paced online courses.
Overall, CoachAccountable is a powerful all-in-one coaching platform that can help you streamline your coaching sessions and make the most of your time with your clients. If you’re looking for a way to improve your coaching, I encourage you to test the platform for 30 days. This software provider does not ask you for any credit card information to set up your free trial – quite refreshing.
What Makes CoachAccountable Stand Out?
CoachAccountable’s Key Features
Scheduling and invoicing: CoachAccountable makes it easy to schedule appointments and send invoices. You can create a public or private calendar, and clients can book appointments directly from your website. CoachAccountable also integrates with Stripe, so you can easily accept payments from your clients.
Client management: The platform keeps track of all your clients in one place. You can see their contact information, appointment history, billing information, shared documents, session notes, etc., and even the last time they logged in or looked at a document – all conveniently from your client dashboard. Say goodbye to manually saving and organizing documents on your computer (“Oh shucks, should I save this file under finances or in the client folder?“).
Action plans: You can create action plans for your clients. You can track their progress and make sure they’re on track to achieve their goals.
Progress tracking: You can track your client’s progress. You can see how they’re doing on their action plans, and you can send them reminders to stay on track.
Content delivery: CoachAccountable makes it easy to deliver content to your clients. Whether you’re delivering worksheets, videos, or audio files, it’s easy to share content with your clients.
Collaboration space: The online platform can be used to create a private space for your clients to collaborate on projects, share ideas, and ask questions.
Human touch: CoachAccountable is known for its personal touch. They are always available to help you with any questions or concerns you have. They offer a variety of resources, including webinars, blog posts, and a knowledge base.
How CoachAccountable Elevates Coaching
CoachAccountable is more than just a business management platform. It’s a coaching platform that can help you elevate your coaching by:
- Helping you create action plans: Action plans are essential for helping your clients achieve their goals. This software provider makes it easy to create action plans, track progress, and make sure your clients are on track.
- Keeping your clients accountable: One of the biggest challenges coaches face is keeping their clients accountable. You can do this using tools like progress tracking, reminders, and goal setting.
- Making it easy to deliver content: Whether you’re delivering worksheets, videos, or audio files, it’s easy to share resources with your clients.
- Providing a space for collaboration: CoachAccountable can be used to create a private space for your clients to collaborate on projects, share ideas, and ask questions.
- Giving you peace of mind: You will get a secure and reliable platform that you can trust with your clients’ data. CoachAccountable takes data privacy and security very seriously.
Is CoachAccountable Right for You?
CoachAccountable is a great option for coaches of all levels, from beginners to experienced professionals. It’s also a good choice for coaches who want to offer online coaching or group coaching programs. The platform even scales with you to onboard other coaches on your team.
If you’re looking for a platform that can help you run and scale your business, provide your clients with the tools they need, and get paid, CoachAccountable is a great option.
Pricing
CoachAccountable offers a variety of pricing plans to fit your budget. The Starter plan starts at $20 per month and pricing per client goes down as you scale – sweet deal.
Sign up for a free trial today and see how CoachAccountable can help you elevate your coaching!
Pros and Cons
Pros:
- Comprehensive features: CoachAccountable offers a wide range of features that can help you with all aspects of your coaching business.
- Easy to use: CoachAccountable is designed to be easy to use, even if you’re not tech-savvy.
- Affordable pricing: CoachAccountable offers a variety of pricing plans to fit your budget, with a lower starting price than most other coaching platforms.
- Great customer support: CoachAccountable is known for great, speedy customer support from real humans. In addition, the platform provides helpful self-help that you don’t have to search for – the solutions are displayed right where you need them; inside the tools you use.
- Human touch: CoachAccountable is known for its personal touch. The team is always willing to go the extra mile to help you succeed.
Cons:
- Some features can be complex: Some of the features in CoachAccountable can be complex and require a bit of a learning curve. The easiest solutions are usually the ones that also don’t give you a lot of options to customize, so the downside of maximum customization and a rich feature set is that it takes time to learn how it works and time to set it up. You can rely on their support to help you learn how to use the features. CoachAccountable even has independent contractors who are experts on the platform and can create everything you want for you.
The Verdict
CoachAccountable is a great option for coaches who are looking for a comprehensive platform that can help them elevate their coaching. It’s easy to use, affordable and offers great customer support. If you’re looking for a platform that can help you run your business, provide your clients with the tools they need, and get paid, CoachAccountable is a great option.
Who is CoachAccountable Best for?
CoachAccountable is a great option for coaches of all levels, from beginners to experienced professionals. It’s also a good choice for coaches who want to offer online coaching or group coaching programs.
In a Nutshell:
Features. CoachAccountable is a comprehensive platform for coaches that can help you elevate your coaching with powerful tools. It offers a wide range of features to handle your daily coaching tasks and coaching workflows, including scheduling and invoicing, client management, action plans, progress tracking, content delivery, and collaboration space.
Easy and affordable. It’s easy to use and affordable, with pricing plans to fit any budget. This software provider offers life coaches a 30-day free trial – no credit card required!
Human and helpful. CoachAccountable is always available to help you with any questions or concerns you have. Their customer service excellence is one of the many ways this software solution stands out from other online coaching platforms that don’t provide a human touch.
If you’re looking for an online coaching platform that can help you run and grow your business, give your clients a great experience, and get paid in one place, CoachAccountable is a great all-in-one platform.