CoachAccountable

CoachAccountable

Coaching management platform for professional coaches.

5/5 (39 reviews)

CoachAccountable Overview

CoachAccountable is an online client management solution to make the delivery of coaching programs more approachable and more effective. The cloud-based software crucially automates the delivery of programs and content, while enabling prospective clients to book appointments with calendar scheduling that syncs across Google Calendar, iCal and Outlook. Automatic notifications keep clients updated, with appointment reminders sent to all relevant parties, while the "Stream" feature displays and sorts a comprehensive history of the coaching engagement. Coaches and clients can comment on actions, metrics, notes, worksheets, appointments and more to maintain engagement and follow-through between sessions. This hub tracks and presents progress, with metrics offering at-a-glance visualizations of coaching performance data.

CoachAccountable allows coaches to create templates, including those for directing sessions and typical interactions to promote continuity of service. Coaches can also design Worksheets, including form-based items. Files can also be shared from either client or coach, with the Library centrally storing coaching documents, pictures, audio and video assets. Clients can interact with each other in the Groups area, while Courses facilitate automated programs for individuals or groups. Additional highlight features include customizable branding, email and survey templates, action management, plus billing and invoicing supported by third-party payment processing. With the Team Edition, practice managers and leaders are able to train and monitor the performance of coaching staff. Resources and materials can be conveniently shared across an organization, while ensuring that coaches feel supported with access to a mobile-responsive app.

Pricing

Starting from
US$20,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, Europe and 5 others, Germany, India, Japan, Latin America, Mexico

Supported Languages

English

CoachAccountable Reviews

Overall rating
5/5
100% positive reviews
39
Excellent
0
Very good
0
Average
0
Poor
0
Terrible
Twila G.

CoachAccountable – The very best there is for a coaching business and their clients!

Used Daily for 2+ years
Reviewed on 2019/06/28
Review Source: Capterra

This web application offers an excellent experience for my clients and also makes my job easier.

There is so much that I could point out – it is so feature rich and yet has been developed in a way to keep the learning curve as low as is possible.

I wouldn’t coach without CoachAccountable. Every penny you spend on it is worth it!

Pros

It was March 2013 and I had just lost tens of thousands of dollars attempting to create a similar web application to a development firm that folded… frustrated and doing my best to manage a thriving coaching business without the tools I had envisioned. I had looked at all the coaching applications and they were missing many of the features I wanted, to not only manage the business, but offer the very best experience possible to my clients. So… it had been a bit since I had searched for what I wanted and thought I would give it one more try. To my amazement I found CoachAccountable and rep. This was back in the early stages of CoachAccountable. I am so fortunate to have found what an application needs to be to make a coaching experience the very best it can be and with less work on my end as the coach. , The developer, is amazing and there are always improvements/features being added.

Cons

Initially I thought it was pricey... not any more as the payoff is big in the end.

At first it may seem like more work, but it will become evident fairly quickly how much difference 1-2 minutes of creating actions, etc. can make for both you and your clients.

Response from CoachAccountable

Thank you, Twila! We've been honored to have you with us from early on in the journey and look forward to many more years making your life easier.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Paul W.

An amazing, easy to use coaching platform

Used Daily for 2+ years
Reviewed on 2019/06/25
Review Source: Capterra

Easy to set-up and use (no tech experience needed), online instructions, training webinars, and instruction manual, very responsive, email support. Have been a user for many years running three groups with three coaches - a total of 20 clients and am very happy with the fact that I can keep track of everything from my vantage point.

Pros

Coach Accountable is very intuitive and it was easy to set up and get started. I have everything I need at my fingertips. I can schedule coaching appointments and reminders for them to me and to the client. Appointments can be added automatically to I-Cal, Outlook or Google calendar (awesome!) I can send my clients forms to fill out pre and post coaching conversation, Coach or coachee can set projects/tasks within projects and reminders about them. I can write up coaching notes that I can send to my client or keep private. The client has access to a library of content, access to their own notes, access to their projects/tasks. Coach or client can create metrics to track. I can communicate with my group, they can communicate with each other as a group or to a specific client within the group. I can allow access to the group contact directory. I can create courses and worksheets, I can invoice my clients. It's jammed packed with other features I don't use. If you demo Coach Accountable, you will be amazed. Representatives continues to add features to improve Coach Accountable year after year.

Cons

Super minor - but sharing the library (content/files) across teams seems a little clunky, less intuitive than the rest of the app.

Response from CoachAccountable

Thanks Paul! Such comprehensive feedback - happy that CoachAccountable has been so good for Attollo.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Verified Reviewer

A fantastic all in one coaching business package and client portal

Used Daily for 1+ year
Reviewed on 2019/06/18
Review Source: Capterra

I researched many different programs designed for coaching businesses and CoachAccountable stood out for all the amazing features it offers... it is unmatched. Plus I love that the designer of the software and business owner is a coach and hands on operator of the business. He is very accessible, provides excellent help as does his team mate, and is constantly developing new useful features.

Pros

I love the resources it provides to clients with the course options, metrics and accountability trackers, scheduling feature and more. I greatly value being able to scroll through my active clients and see in an instant where they are at with their goals and actions, and check on who needs to be scheduled. I value being able to schedule emails in advance so I can drip feed messaging to my clients over the week and month - in as close to automated fashion as possible. And did I mention the automated billing system? Money just flows into my bank account since adopting Coach Accountable.

Cons

I need to bill in two currencies and it currently will only support billing in one currency - so as a work around I have two accounts one for each currency. I will say they were amazing at helping me get the second account set up and clients migrated over. They also tweaked the portal so I can easily flip between the two accounts. I look forward to two currencies being supported and in the meantime the work around is working fine.

Response from CoachAccountable

"Money just flows into my bank account since adopting Coach Accountable" - what better review could we ask for!

As of this writing, we're proud to say our entire team has experience as coaches (and of course being coached). There's a good chance any support ticket answer will come with a good dose of that perspective, too.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Karie W.

I prayed for something like this!

Used Daily for 6-12 months
Reviewed on 2019/03/11
Review Source: Capterra

I would rate my experience as a 10. I've already suggested this to my other coaching colleagues. This software really has something for every kind of coach.

One of my FAVORITE highlights is I can create and automate different avenues to onboard a potential client. For example, I created an offer, posted the link to my Instagram, and two people clicked the linked. They scheduled the call, filled out the pre-questionnaire and PAID UPFRONT. All of that was automated through CoachAccountable once I set up the offer. Now both people are interested in full coaching packages.

I honestly cannot say enough about CoachAccountable. If you're a coach and you're ready to take your business to the next level, get this software!!!

Pros

As a new coach, I quickly became frustrated with the behind-the-scenes task of my business. Emails and keeping up with several Google docs were no longer working. I found other software options but they were either too expensive, not comprehensive, not easy to use, or really ugly to look at. My background is in design so I must say I have a bias to the last one.

I literally PRAYED one night, yes it was that bad, to find a software that can do "all the things". After some serious online searching, I finally found CoachAccountable. Here are my favorite features: Book sessions, send emails, automatically bill clients, assign action items, create forms, create a course, set up different offerings (paid and free), journal section for clients that can be hidden from the coach, the many different calendars you can create (such as weekly coaching, discovery calls, etc.) and the whiteboard section for the coach and client to both share notes.

AND... they were nice enough to include some pre-created worksheet templates. Such as a pre-session questionnaire, end-of-the-month check-in, and a few others. That was a GAME CHANGER! I found it to be extremely thoughtful. Whoever created​ this software really knows the behind-the-scenes work that coaches have to do.

One last thing, the software is completely brandable so that you can add your own colors and logo. It literally looks like an extension of my website. I GREATLY appreciate that!

Cons

The only "con" I had was when you create an offer, free or paid, and someone signs up they get added as a client. This then makes your client count increase and your monthly payment increase. I was able to work around that by "deactivating" the client after the call and before the next billing cycle.

However, I no longer consider this a con because when the client eventually signs-up, they're already in the system. All I have to do is reactivate them.

Expect some kind of learning curve. It's not the biggest but that would be relative to the user. You just need to get in there and play around and read the blog. There's a lot of good information on the blog. I would suggest signing up before there's an emergency so you have enough time to get set up the back-end for future clients.

Response from JPL Consulting

Hi Karie,

Wow, what an awesome review! We are honored that you say we've helped you get the answer to one of your prayers, and helped you build your business.

Cheers!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Jane W.

CoachAccountable from the lense of a coach

Used Daily for 6-12 months
Reviewed on 2018/11/19
Review Source: Capterra

CoachAccountable is actually very easy to use; however at initial moment it did seem a challenge--that had more to do with me vs. CA...The Service and Support was AWESOME! The tutorials are great and questions are answered quickly. Great Customer Service!
CoachAccountable allows me to actually hold my clients accountable and measure results....something that my clients say they want because they want to play a bigger better or newer game! CoachAccountable shows you and your client the entire picture of your coaching partnership and allows the doors of communication to open around success and areas of challenge. It gives you and your client data to show what is moving them forward or holding them back from accomplishing their goals.

Pros

After keeping paper files on clients and sending numerous things via email, I set out to find a platform that as a coach I could utilize for myself as hoping it could have benefits for my clients use too. I found it in CoachAccountable. At a very reasonable investment I am able to have all my clients in one place and communicate with them before, during and after sessions. The features are great: Session Notes, Action Items, Metric to measure success in areas important to the client, File share, Whiteboard, I could go on. It has saved me time and my clients report that it shines the light down on what they are following through on and where they are falling short on What they want to achieve. CoachAccountable is not just for the coach I have clients set up actions, set up metrics and this is a great benefit to them. I recently used it for Group Coaching and with 2 groups going it was great to have the venue to work with the group and them with me via CoachAccountable. It has a course feature which I am starting to use and I see great benefits of that for coaching clients who want or need some development areas on their own time! I looked on line for over a month and CA was the only system I could find where two way communication and involvement from the coach and the coachee was so robust. I'd recommend CoachAccountable

Cons

Although the metric area is great and actually after looking around CA was the only one I could find with this feature however would like it a few more options on how to display and measure things important to my client. Another great feature is setting up worksheets for clients would only like a few more options on the content features(fonts, colors, etc.)

Response from JPL Consulting

Thanks, Jane! We love seeing your groups grow using CA.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

CoachAccountable Pricing

Starting from
US$20,00/month
Pricing options
Free Trial
Subscription
Value for money

30-day trial, then packages priced as follows:

SINGLE COACH:
0-2 clients = $20 per month
3-5 clients = $40 per month
6-10 clients = $70 per month
11-20 clients = $120 per month
21-35 clients = $200 per month
36-50 clients = $250 per month, etc...

TEAM EDITION (have unlimited coaches on the account free of charge)
0-20 clients = $200 per month
21-50 clients = $400 per month
51-100 clients = $700 per month, etc...

Only active clients count towards this limit. Activate and deactivate clients at any time.

See CoachAccountable's pricing page for more.

CoachAccountable Features

  • API
  • Activity Dashboard
  • Customizable Branding
  • Reminders
  • Reporting & Statistics

  • Activity Tracking
  • Applicant Tracking
  • Automatic Notifications
  • Customizable Reporting
  • Data Import/Export
  • Employee Database
  • Employee Management
  • Employee Onboarding
  • Employee Portal
  • Employee Self Service
  • Performance Management
  • Real Time Reporting
  • Recruitment Management
  • Self Service Portal
  • Third Party Integration

Additional information for CoachAccountable

Key features of CoachAccountable

  • Activity dashboard
  • Activity management
  • Appointment management
  • Appointment scheduling
  • Automatic reminders
  • Calendar sync with Google
  • Charting
  • Client database
  • Content library
  • Course authoring
  • Course catalog
  • Credit Card processing
  • Customizable branding
  • Customizable templates
  • Data visualization
  • Email notifications
  • Engagement analytics
  • File transfer
  • Group Calendars
  • Group scheduling
  • Group training
  • History tracking
  • Invoice processing
  • Learning management
  • Mobile alerts
  • Mobile integration
  • Personalized profiles
  • Program management
  • Progress tracking
  • Receipt management
  • Reporting & statistics
  • SMS integration
  • SSL security
  • Scorecarding
  • Secure data storage
  • Secure login
  • Team calendars
  • Training management
  • Training record management
  • Training tracks
  • Visual analytics
  • Whiteboard
  • Worksheets
  • eLearning management

Benefits

  • CoachAccountable is cloud-based software for coaches; it supports the automatic delivery of structured coaching programs (Courses) and clients' ability to purchase coaching directly from a coach's website (Offerings).
  • Clients and coaches can schedule appointments via CoachAccountable's calendar-based Appointments feature, sending email or SMS text reminders while syncing to Google Calendar, iCal, Outlook, etc.
  • CoachAccountable's Library stores documents, pictures, audio files, and video files that can be shared among team members and clients. Audio and video files can be embedded into Worksheets, Session Notes, and more, and play in-app. Coaches can see if/when a client has accessed a file.


  • Automated text and email reminders keep clients engaged in their coaching programs, while the system automatically issues recurring invoices and receipts. Coaches can take online payments via PayPal, Stripe, Square, or Authorize.net.
  • CoachAccountable Metrics track the quantitative progress of clients. These results plus a client's entire record of progress can be automatically sent to the client or a third party.
  • CoachAccountable FAQs

    Below are some frequently asked questions for CoachAccountable.

    Q. What type of pricing plans does CoachAccountable offer?

    CoachAccountable offers the following pricing plans:

    Starting from: US$20,00/month

    Pricing model: Subscription

    Free Trial: Available

    30-day trial, then packages priced as follows:

    SINGLE COACH:
    0-2 clients = $20 per month
    3-5 clients = $40 per month
    6-10 clients = $70 per month
    11-20 clients = $120 per month
    21-35 clients = $200 per month
    36-50 clients = $250 per month, etc...

    TEAM EDITION (have unlimited coaches on the account free of charge)
    0-20 clients = $200 per month
    21-50 clients = $400 per month
    51-100 clients = $700 per month, etc...

    Only active clients count towards this limit. Activate and deactivate clients at any time.

    See CoachAccountable's pricing page for more.

    Q. What are the main features of CoachAccountable?

    CoachAccountable offers the following features:

    • Activity dashboard
    • Activity management
    • Appointment management
    • Appointment scheduling
    • Automatic reminders
    • Calendar sync with Google
    • Charting
    • Client database
    • Content library
    • Course authoring
    • Course catalog
    • Credit Card processing
    • Customizable branding
    • Customizable templates
    • Data visualization
    • Email notifications
    • Engagement analytics
    • File transfer
    • Group Calendars
    • Group scheduling
    • Group training
    • History tracking
    • Invoice processing
    • Learning management
    • Mobile alerts
    • Mobile integration
    • Personalized profiles
    • Program management
    • Progress tracking
    • Receipt management
    • Reporting & statistics
    • SMS integration
    • SSL security
    • Scorecarding
    • Secure data storage
    • Secure login
    • Team calendars
    • Training management
    • Training record management
    • Training tracks
    • Visual analytics
    • Whiteboard
    • Worksheets
    • eLearning management

    Q. Who are the typical users of CoachAccountable?

    CoachAccountable has the following typical customers:

    Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business

    Q. What languages does CoachAccountable support?

    CoachAccountable supports the following languages:

    English

    Q. What type of pricing plans does CoachAccountable offer?

    CoachAccountable has the following pricing plans:

    Subscription

    Q. Does CoachAccountable support mobile devices?

    We do not have any information about what devices CoachAccountable supports

    Q. What other apps does CoachAccountable integrate with?

    CoachAccountable integrates with the following applications:

    Google Calendar, Microsoft Outlook, Square Payments, Stripe, Zapier, Zoom

    Q. What level of support does CoachAccountable offer?

    CoachAccountable offers the following support options:

    FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials