Product Overview of CoachVantage
CoachVantage is an all-in-one coaching management platform designed to help life, executive, leadership, career, and health coaches deliver exceptional results for their businesses and clients. Here’s a detailed look at what the product does and its key features:
What CoachVantage Does
CoachVantage streamlines the entire coaching process, from client onboarding to program management and delivery. It supports both 1:1 coaching and group coaching, allowing coaches to create, sell, and manage their coaching programs efficiently. The platform automates end-to-end workflows, making it easier to manage client interactions, scheduling, and program delivery all in one place.
Key Features and Functionality
Client Management and CRM
- CoachVantage functions as a simplified CRM, enabling coaches to add unlimited contacts and manage all client information in a single, organized space.
Coaching Programs
- Coaches can create and sell coaching programs online, including the ability to publish these programs on a hosted sales page or embed them directly into their website. The platform supports both group coaching and session-by-session coaching models, offering flexibility in service offerings.
Virtual Coaching
- The native video feature, CVMeet, allows for virtual coaching sessions, complete with screen sharing, real-time document editing, virtual whiteboards, and meeting recordings. This eliminates the need for additional communication tools like Zoom.
Scheduling and Automation
- CoachVantage includes an online scheduling feature that allows clients to book appointments, with auto-timezone conversion for global clients. The platform also supports automations, such as sending coaching resources at scheduled times or based on session dependencies.
Contract and Invoice Management
- Coaches can send contracts to clients for e-signature, streamlining the onboarding process. The platform also supports one-off and recurring invoices that are sent automatically on schedule.
Client Portal
- Clients have access to a secure, branded portal where they can collaborate with coaches, share files, notes, goals, forms, and more. This portal facilitates seamless interaction and engagement between coaches and their clients.
Forms and Feedback
- A built-in form builder tool allows coaches to gather valuable feedback from clients, helping to improve their services and business operations.
Coaching Logs and Certification
- CoachVantage automatically logs coaching hours, which is particularly useful for coaches working towards ICF (International Coach Federation) certification.
Personal Branding
- The platform allows for personal branding, enabling coaches to customize their account with their own branding, colors, and logos.
Integrations
- CoachVantage integrates with various external tools, including Zoom, Stripe, PayPal, and external calendars, ensuring a seamless workflow.
Accessibility and Support
- CoachVantage is a cloud-based, mobile-responsive SaaS application, accessible from any device with an internet connection. It does not require any software downloads and is available in English. Support is provided through chat, and demo videos are available to help users get started with the platform.
In summary, CoachVantage is a comprehensive tool that simplifies and enhances the coaching business by providing a centralized platform for client management, program creation, virtual coaching, scheduling, and more, all while maintaining a professional and personalized brand presence.