Client Management
The only client management software for coaches you'll ever need
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 clients’ goals and progress in one place
A big part of every engagement is capturing client strengths, collating inputs from 360º assessments, and setting goals. Simply.Coach takes all of this digital. You can also capture clients’ progress towards goals (showing the impact of your coaching) 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 for to keep your clients 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
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. Our client management software for coaches enables you to 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
Keep clients accountable in their coaching journey
Simply.Coach’s Action Plans feature helps you & your client record & track tasks – known as Actions – towards their goals. Actions are a great way to stay on course to achieve goals even between sessions, by recording intent and preventing procrastination.
As the coach, you can also view all your clients’ upcoming and overdue Actions on the Actions Dashboard; then send reminders at the click of a button. Clearer paths, better accountability.
- Immediately capture action points from sessions
- Attach actions towards a particular goal
- View all client actions on your action dashboard
- Send reminders on due/overdue 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 your sessions were only about the coaching, without all the logistical effort of scheduling, rescheduling, finding notebook entries and so on?
Simply.Coach is that client management software for coaches which helps you manage every aspect of your sessions, from scheduling them to preparing for them with previous session notes, and taking notes and capturing action points during the session.
You can even set up recurring sessions (to avoid the recurring effort!) with session prep forms sent out each time for the client to fill, so you go in every time knowing what to expect.
- Schedule & reschedule sessions and recurring sessions
- Send reminders for sessions via email, text or both
- Automatically send (and collect responses from) session prep forms before each session
- Capture notes and action points during each session
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 7 days to protect your proprietary content.
Client workspaces
Enjoy better collaboration with clients
TEAM COACHING
Collaborate with clients, create seamless coaching journeys
Running a team coaching engagement is an endless amount of logistics, communication, and collaboration. As a coach, you 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.
In fact, the same Simply.Coach features that help you better coach a client, are also designed to help you better coach a team.
Ready to get started?
Sign up for a Simply.Coach account and create beautiful coaching journeys!
