For business coaching teams
The coaching platform built for business coaching agencies.
Track every client's commitments, 1:1 cadence, and outcomes — and which accounts are drifting before the renewal conversation — all under your brand.
The operation
The week of a business coaching operator.
Tuesday afternoon. Your client success lead pulls the weekly book for your three coaches. Twenty-eight active clients across the quarterly mastermind, forty-one in the core program, eight in the 1:1 executive tier. One coach's calendar is backing up — two clients haven't booked in three weeks. Your CS lead flags them. Another client committed to a hiring push last quarter and hasn't said a word about it since — her commitment note is sitting in a Notion doc nobody opened. Meanwhile a client just signed their biggest deal to date, but nobody caught the win in time to ask for the testimonial. Thursday is the monthly billing cycle, and the spreadsheet for who's on what plan lives in QuickBooks, a shared Notion, and your CS lead's head. Next week's renewal conversation is in seven days, and she'd like to walk in with more than vibes.
Why business coaching agencies outgrow generic tools.
01
Course platforms can't track commitments between sessions.
Business coaching is about accountability — the client committed to a hiring push, a systems build-out, a specific KPI. Course platforms measure whether they watched the lesson. For a $15–30k annual program, the right signal isn't lesson completion. It's whether the client did the thing they said they'd do, and your CS team knows this on Tuesday, not at the quarterly review.
02
Community tools miss the client who's quietly drifting.
Between quarterly check-ins, it's easy for a client to stop engaging — skipped group calls, unanswered peer threads, no note from the coach in two weeks. Skool and Mighty show a feed of activity, not a timeline per client. By the time you notice, the renewal call is awkward. Coachly surfaces the drifters flagged, ranked by renewal-window proximity.
03
Stitched stacks don't connect 1:1 notes to outcomes.
Your coaches take 1:1 notes in Notion, bookings live in Calendly, billing lives in Stripe, commitment journals live in a Google Sheet. None of them talk. When it's time to write a renewal deck or pitch an upsell, your CS lead spends an hour reconstructing the client's year from six tabs. Coachly keeps the thread intact — one row, one history, one conversation.
What Coachly does differently for business coaching.
01
A client success table for business coaching agencies.
One row per client: current quarterly commitment, last 1:1 with their coach, last commitment update, group-session attendance, NPS trend, and renewal-window status. Sort by renewal risk. Filter by coach or program. Flag every client whose engagement dropped this month, before the next QBR is on the calendar.
02
Check-ins built around commitments, not lessons.
Define the accountability structure: last month's commitments, what shipped, what slipped, what's next. Clients answer monthly (or weekly for core-program tiers). Your CS team sees the thread across quarters — the commitment three quarters ago, whether it shipped, what changed. Coaches walk into 1:1s with the full history instead of skimming notes two minutes before the call.
03
Testimonial workflow tied to business wins.
When a client books their biggest deal, hits a revenue milestone, or completes their annual commitment, that's the moment. Coachly flags the win and queues the testimonial ask with the client's commitment history attached. Your CS team writes a specific, honest message instead of a template. Case-study interviews get booked at the peak, not six months later.
04
Multi-tier programs — one workspace.
Masterminds, core program, 1:1 executive — each is a separate program with its own cadence, coaches, and pricing. A client in the mastermind who graduates to 1:1 keeps their history. Your CS team sees every program a client is in on one row, across pricing tiers, across coaches. The QBR deck writes itself.
Questions
Business coaching, in plain terms.
Can we track quarterly commitments and follow-through?
Yes — via structured check-ins. Define your commitment template (what you're committing to this quarter, success criteria, dependencies, risks). Clients answer on your cadence — weekly, monthly, or quarterly. The thread persists across quarters, so when a client misses a commitment three quarters running, your team sees the pattern at a glance. Every commitment is one row in the client's timeline.
How does Coachly handle multi-tier programs (mastermind + 1:1)?
Each tier is a separate program with its own check-ins, cadence, and coaches. A single client can be enrolled in several — the core program, the peer mastermind, and the 1:1 executive track simultaneously, each billed separately via Stripe, Whop, or Fanbasis. Your CS team sees all programs on the client's single row, with activity and outcomes across each.
Can our coaches collaborate on client notes?
Yes. Notes and session recaps are attached to the client row and scoped to the coaches assigned. Senior coaches can add to junior coaches' notes for supervision, and roles control who sees what. Clients only see their own public-facing summary. Staff access is granular on Pro and up, with audit log on Scale.
How does renewal and billing tracking work?
Each client row shows current program(s), pricing tier, billing cadence (monthly, quarterly, annual), and next renewal date. Approaching renewals surface in a saved view — your CS team opens "renewing in 60 days" and sees client engagement, commitments shipped, wins logged, and NPS trend, all in one place. The renewal conversation stops being a cold start.
Can clients share financial or sensitive business data securely?
Client-submitted content (check-ins, commitment notes, attached docs) is stored tenant-isolated in Postgres with row-level security. Access is scoped to the assigned coach, the client's CSM, and the client themselves. SSO (SAML 2.0 + OIDC), audit logs, and a signed DPA are available on Custom for teams with compliance requirements.
Do you integrate with our CRM (HubSpot, Salesforce)?
Coachly sits on the delivery and CS side — not the sales CRM. For pipeline and pre-sales activity, keep HubSpot or Salesforce. When a deal closes, a webhook or a Zapier/Make flow enrolls the new client in the right program in Coachly automatically. Outbound webhooks from Coachly keep your CRM updated on program status, renewals, and NPS.
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