CoachAccountable

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.

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.

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.

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.

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.)