Client Management
Build beautiful coaching experiences for your clients
Simply.Coach’s seamless digitisation of the coaching journey is just what you need to save time, improve coaching outcomes and leave clients feeling awestruck.
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Features > Independent Coach > Client Management
goal & development planning
Manage your client's goals & progress from one place
Simply.Coach helps you collaboratively set goals with your client & capture their strengths, collates inputs from assessments, gives you regular check-ins on goal progress and captures expected results – all easily viewable on the client’s dashboard.
- Analyze results from 360º assessments
- Capture strengths & development areas
- Break down goals into actionable objectives
- Get updates on client progress
- Share development plans & progress with sponsors
digital tools
Build coaching experiences distinct to you
Proprietary content & templates are what make your coaching experience truly yours!
You can now create your exercises, forms and templates online and have responses captured & maintained at a single point. For example, your initial get-to-know-you exercise or your recurring feedback exercises can be digital and automated. You can also share these as links with nudges, so your clients are reminded to complete the documents on time.
Insights
Track client growth at a glance and showcase your coaching's impact
Easily showcase the effectiveness of your coaching! Simply.Coach automatically generates reports that give you data and insights on each client’s progress, the impact of your coaching and the Return on Investment (ROI) provided to your client.
- Get reports on impact, ROI and progress
- Easily share reports with sponsors, directly from the platform
stakeholder Integration
Get an outside-in perspective for better coaching outcomes
WIth Simply.Coach, you can loop in each client’s stakeholders – managers, reportees and peers – for an outside-in perspective on progress. The platform also automates regular stakeholder feedback at specific time intervals, capturing the change in clients and showcasing the impact of your coaching over time.
Action plans
Help clients stay accountable in their coaching journey
Simply.Coach’s action plans module helps you & your client record & track tasks – known as ‘action items’ – towards their goals. Action plans are a great way to stay on course to achieve goals even between sessions, by recording intent and preventing procrastination.
- Immediately capture action points from sessions
- Get reminders on due action items
- Capture personal action items for yourself as a coach
nudges
Drive lasting behavioural change with nudges
No more setting reminders for clients and following up on progress over mail. Ensure clients stick to their goal plan and are consistent in behavioural changes with nudges – friendly reminders designed in a way that they won’t be ignored!
session management
Make each session an impactful experience
What if holding a session was only about the coaching, and not so much about the scheduling, rescheduling, notetaking and hours of prep? Simply.Coach helps you manage every aspect of your sessions, from scheduling them to preparing for them with previous session notes, taking notes and capturing action points during the session, and more.
shared resources
Add value to journeys with shared resources
How many times have you shared online articles, videos and other such resources with clients via WhatsApp or email? Simply.Coach gives you one central repository to share notes, links and any other documents with each client. This is especially useful when your client is not on Simply.Coach; they receive the shared content via email, accessible/downloadable for 24 hours to protect your proprietary content.
Client workspaces
Enjoy better collaboration with clients
Bring clients onboard Simply.Coach – a dedicated space for them to capture their thoughts and action items, access shared content repositories and enjoy a better workspace for a great coaching experience. Think higher accountability and seamless collaboration.
Ready to get started?
Sign up for a Simply.Coach account and create beautiful coaching journeys!