Client Management
The only client management software for coaches
Save time, improve outcomes, and create beautiful experiences for clients
Simply.Coach is the most secure digital coaching platform for service professionals
A big part of every engagement is gathering client information, running assessments, and setting goals. As a client management software for coaches, Simply.Coach takes all of this digital. Service professionals can also capture each clients’ progress towards their goals (thus also demonstrating impact) via a handy Progress Check-in feature!
All of this, easily viewable on the client dashboard.
- Add SMART – Specific, Measurable, Attainable, Relevant, and Time-bound - goals for each client
- Assign Actions to each goal to keep the client accountable
- Have clients set up and input their own goals via Client Workspaces
- Leverage the collaborative, contextual discussion board to monitor goal progress
- Get automated periodic progress check-ins on each goal
- Get mood check-ins to keep track of how your client is motivated on their growth path
- Maintain a comments feed to retrospectively discuss progress with each client
Proprietary content & templates are all part of the unique experience your practice offers clients.
You can now create your exercises, forms and templates online and have responses captured & maintained at a single point. For example, the initial get-to-know-you exercise or recurring feedback exercises can be digitized and automated. You can also share these as links with nudges, so clients are reminded to complete the documents on time.
Simply.Coach automatically generates reports that give you data and insights on each client’s progress, the impact of your practice and the Return on Investment (ROI) provided to your client.
- Create reports on: Engagement Progress, Cohort/Group Progress, Actions, Sessions, Reschedules, Cancellations, Work Logs, Form Responses, Journey Dashboard, and Audit Log (User login & Export Logs)
- Create custom reports: Select your fields, apply the necessary filters, save your custom report and schedule it to be emailed to stakeholders at a set frequency, directly from the platform
With Simply.Coach, you can loop in each client’s stakeholders – in a corporate setting, for example, that would be managers, reportees and peers – for an outside-in perspective on progress. The platform also automates regular stakeholder feedback at specific time intervals, capturing the gradual behavioural change.
Simply.Coach’s Action Plans feature helps service professionals & clients record & track tasks – known as Actions – towards goals. Actions are a great way to stay on course to achieve goals even between sessions, by recording intent and preventing procrastination.
Clients’ upcoming and overdue Actions are also all viewable on the Actions Dashboard; so you can keep an eye on them and send reminders at the click of a button.
- Immediately capture action points from sessions
- Attach actions towards a particular goal
- View all client actions on the action dashboard
- Send reminders on due/overdue action items
- Capture personal action items for yourself as a coach
No more setting reminders for clients and following up on progress over mail. Service professionals can 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!
What sets Simply.Coach apart from other coaching client management software is its intuitive functionalities. Scheduling, for example. No more juggling calendars, no more back-and-forth emails to schedule sessions… Simply.Coach has certified, official integrations with industry-leading providers that you probably already use, such as Google and Microsoft. In fact, you can also integrate your video conferencing accounts, allow clients to self-schedule sessions, and attach exercise sheets with session invites. It’s everything you could want from a scheduling tool, all in one place.
- Integration with Google and Microsoft – connect multiple calendars at once
- Integration with Zoom, Google Meet, Microsoft Teams and Cisco Webex
- Self-scheduling for prospective and existing clients
- Automatic time zone conversion
- Custom automatic notifications sent when a session is scheduled
- Custom automatic reminder emails and text messages sent before sessions
No client management software for coaches can be complete without a note-taking tool. Note-taking is serious business, which makes it all the more important to streamline and digitize. Simply.Coach offers you a single place to take notes for each clients (and all the notes for one client then get stored in one place), and an easy way to turn notes into action points. It’s everything you could want in a note-taking tool, plus much, much more.
- Create your own templates for note-taking
- Have Simply.Coach nudge you to take notes
- Like using pen & paper? Take a photo of your notes and upload it
- Capture next steps from your session notes and create ‘actions’, then set reminders for completion
- Client portal: Give clients a single place from which to take notes
Simply.Coach becomes a dedicated space not only for service professionals but also for clients, making it the ideal client engagement platform. Each client can capture their thoughts and action items, access shared content repositories and enjoy a more cohesive workspace with your associate.
Service professionals share online articles, videos and other such resources with clients all the time – usually via WhatsApp or email. As a business, you may even have standardised resources that your associates share with clients.
Simply.Coach gives you one central repository to share notes, links and any other documents with each client, so you can leverage it as a client engagement platform. And when your client is not on Simply.Coach; they receive the shared content via email, accessible/downloadable for 7 days to protect your proprietary content.
Running a team-level engagement is an endless amount of logistics, communication, and collaboration. Service providers need to be able to impact the team as a whole but also each member at a personal level. Simply.Coach helps you do just that, by automating logistical tasks, digitizing communication, and creating one central space from which to run the entire engagement.
Frequently Asked Questions
Simply.Coach does provide advanced analytics and insights, but not via AI or machine learning. Simply.Coach’s custom analytics provide insights on clients as well as operations, along with scheduled reports.
Simply.Coach provides client insights, custom analytics with scheduled reports, and a smart scheduling tool that incorporates multiple calendars, time zones, and minute availability settings along with time buffers.
Simply.Coach offers the capabilites of corporate HR and leadership development platforms, allowing you to create custom assessments, run large-scale training programs with multiple trainers (and custom matching algorithms), custom reporting (including custom dashboards & views for HR leaders/sponsors), time tracking, goal tracking, and more.
