ClickUp CRM for Coaches: A Step-by-Step Build Guide
Yes, you can build a working ClickUp CRM for a coaching or freelance practice in an afternoon. You need one Space, four Lists, about a dozen custom fields, a short status flow and three or four saved views, and this guide gives you every one of them in copyable form, with a filled example for a fictional coach with 12 clients. The honest catch is that ClickUp tracks clients well but does not deliver coaching to them: booking, payments, signed agreements, reminders and daily check-ins all live somewhere else, and you end up stitching those tools together by hand.
That stitching is the point where many coaches outgrow the build. Coachful is the purpose-built option we recommend at that stage: one subscription covers the client record, booking, payments through your own Stripe account, e-signed agreements, programs with habits and check-ins, and a branded client app. We make Coachful, so weigh that, but this article is mostly about building the ClickUp version properly, and it tells you plainly when the DIY setup is enough.
Can ClickUp really work as a CRM for a coaching practice?
It can, as long as you treat it as a tracker for people and next steps rather than a client-facing system. ClickUp is a project and task tool, so each client becomes a task, each piece of client data becomes a custom field, and each stage of your pipeline becomes a status. That model fits a solo coach, a freelancer or a small agency surprisingly well.
A CRM, in the textbook sense, is a system for managing your relationships and interactions with current and potential customers (Wikipedia's overview of CRM is a fair summary). For a coaching practice, that breaks down into a set of jobs. Some ClickUp handles natively, some need a workaround, and a few it simply does not do.
| Job the CRM has to do | Can ClickUp do it? | Workaround in a DIY build |
|---|---|---|
| Capture leads from a form | Yes. Forms create tasks. Free Forever allows 1 form; Core and up allow unlimited forms. | Embed the form link on your website or link in bio. |
| Track pipeline stage | Yes, with custom statuses. | Use the status flow in Step 3 and a Board view. |
| Store client details and package | Yes, with custom fields. On Free Forever, custom fields are listed as a trial. | Plan on Core if you rely on custom fields long term. |
| Count sessions used and remaining | Yes, with Number and Formula fields. | Update "Sessions used" by hand after each call. |
| Book sessions | No booking pages. | A separate scheduler, then paste the date into a Date field. |
| Take payments and send invoices | No payment processing. | Stripe or an invoicing tool, then tick a "Paid" field. |
| Send and store a signed coaching agreement | No e-signature. | An e-signature tool, then attach the PDF to the client task. |
| Remind clients before sessions | Only via automations; email and SMS actions sit in Business and up. | Your scheduler's reminders, or Business plan automations. |
| Collect weekly check-ins | Partly: a form plus a recurring task. | Send the form link every week and link responses to the client task. |
| Give clients a private, branded space | Guests can be invited; white labeling is Enterprise only. | Share one guest-visible List per client, or skip client access. |
If most of your rows land in the "Yes" column, keep building. If the rows you care about most are booking, payments and check-ins, read the limits section before you spend the afternoon. Our wider comparison of the two most common DIY tools is in ClickUp vs Notion for coaches.
What ClickUp plan do you need for a CRM?
For a one-person practice, Core is the realistic floor, because it makes custom fields, forms and guest permissions permanent. Here is what ClickUp's pricing page lists, as listed in November 2026.
| ClickUp plan | Price (as listed in November 2026) | What matters for a coaching CRM |
|---|---|---|
| Free Forever | $0, no credit card | 60 MB storage, 5 Spaces, 1 form, custom fields as a trial, 100 automation actions per workspace per month, 5 active automation rules, 90 days of chat history. |
| Core | $9 per user per month billed yearly ($12 regular price) | Custom fields, unlimited storage, unlimited forms, 1,000 automation actions a month, guest permissions, one email account integration. |
| Business | $17 per user per month billed yearly ($25 regular price) | Private views and private Docs, advanced automations with email, SMS and webhooks, 10,000 automation actions a month, table view exports, required custom fields. |
| Enterprise | Custom (contact sales) | White labeling, conditional form logic, form branding removal, limits on public sharing, HIPAA support with a BAA. |
| Max | $100 per user per month billed yearly ($120 regular price) | Everything in Enterprise plus the largest AI allowance. |
Two details are easy to miss. First, private views and private Docs start on Business, so on Core anything you put in a shared Space is visible to everyone in the workspace, including any assistant you add later. Second, guest rules differ by plan: the pricing FAQ says Free Forever guests get full create and edit permissions that cannot be changed, while paid workspaces start with a limited number of full guest seats plus unlimited read-only guests. Read the guest section of the pricing page on the day you sign up, because those numbers decide whether giving each client access is practical.
How do you build a ClickUp CRM, step by step?
Build it in seven steps: hierarchy, fields, statuses, formulas, forms, views, then sharing. The structure below is written so you can copy it straight into ClickUp; rename anything to suit your niche.
Step 1: Create the hierarchy
ClickUp nests Workspace, Space, Folder, List and task. Keep it shallow. One Space for the practice is enough for a solo coach.
Workspace: Your practice name
Space: Coaching Practice
Folder: Pipeline
List: Leads (one task per enquiry)
Folder: Clients
List: Active Clients (one task per paying client)
List: Alumni (finished clients, kept for referrals)
Folder: Delivery
List: Sessions (one task per booked session)
List: Weekly Check-ins (one task per form response)
Docs:
Session notes template
Coaching agreement (final PDF attached per client)
Intake questions
Why separate Leads from Active Clients? Different fields matter at each stage, and a lead list that never gets cleaned up quietly buries your paying clients. When a lead signs, you move the task to Active Clients instead of retyping it.
Step 2: Add the custom fields
Create these fields at the Space level so every List can use them, then hide the ones a List does not need. The field type matters, because it decides what you can sort, filter and calculate later.
Leads list fields
- Email: Email field.
- Phone: Phone field.
- Source: Dropdown with Instagram, Referral, Website, Podcast, Workshop, Other.
- Main goal: Text field, in the lead's own words.
- Discovery call date: Date field.
- Offer discussed: Dropdown with your packages, for example 3-Month 1:1, 6-Month 1:1, Group Program.
- Estimated value: Money field.
- Follow-up date: Date field.
Active Clients list fields
- Email and Phone: carried over from Leads.
- Package: Dropdown, same options as Offer discussed.
- Start date and End date: Date fields.
- Sessions purchased: Number field.
- Sessions used: Number field.
- Next session: Date field with time.
- Last check-in: Date field.
- Agreement signed: Checkbox.
- Payment status: Dropdown with Paid in full, On plan, Overdue, Comp.
- Current focus: Text field, updated after each session.
- Engagement: Rating field, 1 to 5, your gut read after each week.
- Sessions: Relationship field linking to tasks in the Sessions list.
Sessions list fields
- Client: Relationship field linking back to Active Clients.
- Session date: Date field with time.
- Session number: Number field.
- Type: Dropdown with Discovery, 1:1, Review, Group.
- Agreed actions: Text field, the two or three commitments the client made.
Keep personal or sensitive detail out of fields. Notes about health, relationships or money belong in the session notes Doc at most, and only if you are comfortable with where ClickUp stores them. More on that in the limits section.
Step 3: Set the statuses
Statuses are your pipeline. Set them per List, and keep each flow to six or seven steps so a Board view stays readable.
Leads: New enquiry -> Call booked -> Call done -> Proposal sent -> Won | Not now | Lost Active Clients: Onboarding -> Active -> Needs attention -> Final month -> Completed Sessions: Scheduled -> Done -> Notes written | No-show | Rescheduled Weekly Check-ins: Received -> Reviewed -> Replied
"Not now" is worth its own status. People who say the timing is wrong often come back, and a filter on that status with a Follow-up date gives you a ready re-engagement list each month.
Step 4: Add formula fields
Formula fields do the arithmetic you would otherwise do in your head. ClickUp formulas reference other fields by name; check the exact function names in ClickUp's formula editor before you rely on them, since the editor shows what your workspace supports.
Sessions remaining = field("Sessions purchased") - field("Sessions used")
Days since check-in = DAYS(TODAY(), field("Last check-in"))
Package progress % = field("Sessions used") / field("Sessions purchased") * 100
Sort Active Clients by "Days since check-in", descending, and the clients drifting away rise to the top. That single sort is most of what people mean when they say they want a CRM to "flag at-risk clients".
Step 5: Build the intake form
Create a Form view on the Leads list. Every submission becomes a task with status New enquiry, mapped straight into your fields.
- Add questions for name (task name), email, phone, source, and main goal.
- Add "What have you already tried?" as a long text question mapped to the task description.
- Add "When would you like to start?" as a Date question mapped to Follow-up date.
- Copy the public form link into your website contact page and your link in bio.
- Remember that Free Forever allows only 1 form, and conditional logic plus form branding removal are listed for Enterprise.
For weekly check-ins, build a second form on the Weekly Check-ins list with three or four questions: wins this week, what got in the way, a 1 to 10 energy score, and what they want to talk about next session. You will send its link yourself each week.
Step 6: Save the views
Views are where a ClickUp CRM becomes usable day to day. Save these four and pin them.
- Pipeline Board (Leads, Board view, grouped by status): drag cards from Call booked to Won.
- Client Table (Active Clients, Table view): columns for Package, Next session, Sessions remaining, Days since check-in, Payment status, Agreement signed.
- This Week (Sessions, Calendar view): every session with its client relationship visible.
- Follow-ups (Leads, List view, filtered to Follow-up date is today or earlier and status is not Won or Lost).
Step 7: Decide on sharing and automations
Choose between two models before you invite anyone. In the coach-only model, clients never log in; you send forms and links, and ClickUp stays your private back office. In the client portal model, each client is a guest who sees one List or Doc with their own actions and resources. The second feels more premium, but it depends on your plan's guest seats and on getting permissions right every single time.
Then add a few automations, keeping within your plan's monthly action count:
- When status changes to Won, move the task to Active Clients and set status to Onboarding.
- When status changes to Done in Sessions, create a subtask "Write notes" due the same day.
- When a Weekly Check-in task is created, assign it to you with a due date of tomorrow.
- When Follow-up date arrives, notify you. Emailing the lead automatically needs the email actions listed on Business and up.
What does a filled ClickUp CRM look like for 12 clients?
Here is an example, with invented names and numbers, for Rowan, a fictional career coach running three packages. This is the Client Table view on a Tuesday morning, sorted by Days since check-in.
| Client (example) | Package | Status | Sessions used / purchased | Days since check-in | Payment status |
|---|---|---|---|---|---|
| Imani O. | 3-Month 1:1 | Needs attention | 4 / 6 | 19 | On plan |
| Theo B. | 6-Month 1:1 | Needs attention | 7 / 12 | 15 | Overdue |
| Priya S. | Group Program | Active | 3 / 8 | 9 | Paid in full |
| Marcus L. | 3-Month 1:1 | Active | 2 / 6 | 8 | On plan |
| Sofia R. | 6-Month 1:1 | Final month | 10 / 12 | 7 | Paid in full |
| Jonah K. | Group Program | Active | 3 / 8 | 6 | Paid in full |
| Aiko T. | 3-Month 1:1 | Active | 3 / 6 | 5 | On plan |
| Daniel M. | 6-Month 1:1 | Active | 5 / 12 | 4 | On plan |
| Lena W. | Group Program | Active | 3 / 8 | 3 | Paid in full |
| Carlos F. | 3-Month 1:1 | Onboarding | 0 / 6 | 2 | Paid in full |
| Hannah G. | 6-Month 1:1 | Active | 8 / 12 | 1 | On plan |
| Yusuf A. | 3-Month 1:1 | Final month | 5 / 6 | 1 | Comp |
Read top to bottom, the table tells Rowan what to do today. Imani and Theo have gone quiet for two weeks, and Theo also has an overdue payment, so those are the first two messages. Sofia and Yusuf are in their final month, which is the right moment to talk about a renewal or a referral. Carlos needs the agreement checkbox ticked before the first session.
Rowan's matching Pipeline Board, in the same example, holds 3 tasks in New enquiry, 2 in Call booked, 1 in Proposal sent, and 4 in Not now with Follow-up dates spread over the next two months. Each Active Client task links through its Relationship field to between zero and ten Session tasks, each with the agreed actions typed in after the call.
What the table cannot show is the work around it. To keep those numbers true, Rowan updates Sessions used after every call, copies session times in from a separate scheduler, ticks Payment status after checking Stripe, and pastes a check-in link into twelve messages each Friday. None of that is hard. It is simply twelve small manual jobs a week that a coaching platform does by itself.
What does the client see on their phone?
In the coach-only model, the client sees your messages, a ClickUp form link that opens in their phone's browser, and whatever your scheduler and payment tool send. ClickUp itself stays invisible, which is tidy but means nothing ties the experience together.
In the client portal model, the client receives a guest invitation, signs up for a ClickUp account, and opens their shared List in the ClickUp app or mobile browser. They see ClickUp's interface, menus and branding, because white labeling is an Enterprise feature. Many clients have never used a project tool, so expect a short tutorial call, and expect a few to never open it at all. A list of tasks is also a different feeling from a coaching space: there is no daily check-in prompt, no habit streak, no progress bar on their goal unless you build and update one yourself.
Compare that with what a client sees in a purpose-built coaching app: their next session, the worksheet to fill in before it, their program week and their habits, under your branding.
If tracking goals between sessions is the gap you most want to close, our guide to tracking client goals without ClickUp walks through the alternatives in detail.
What are the limits of a ClickUp CRM that actually matter?
The limits that bite are privacy, money, scheduling, reminders, check-ins, the client experience on mobile, and adding a second coach. Storage and task counts rarely matter for a coaching practice once you are on Core.
Privacy and sharing risk
A coaching CRM holds personal information about real people, and in many places that brings legal duties: the EU's GDPR is the best-known example (Wikipedia's GDPR article explains the basics). In ClickUp, the risks are practical. Items can be shared publicly by link, and the controls to manage and limit public sharing are listed for Enterprise. Private views and Docs start on Business. A guest added at the wrong level of the hierarchy can see other clients' tasks. Build a habit of checking the share settings on every client List, and keep sensitive notes to a minimum.
If you coach in health or wellness, remember that coaching is not treatment. Keep diagnosis and clinical records out of any coaching CRM, and refer clients to a doctor or licensed therapist when what they describe goes beyond coaching. ClickUp lists HIPAA support with a BAA on Enterprise; Coachful is not HIPAA-certified, so clinical record-keeping belongs in a clinical system either way.
Payments
ClickUp does not take payments, so every package, payment plan and refund lives in another tool. The Payment status dropdown is only as accurate as your last manual update. For coaches on payment plans, this is the field that drifts first.
Booking and reminders
There are no booking pages, so a separate scheduler sends the calendar invite and the reminder. The session then exists twice, once in the scheduler and once as a ClickUp task, and reschedules have to be fixed in both. Automated email and SMS actions from ClickUp itself are listed on Business and up.
Check-ins and accountability
A recurring form gets you responses, but the prompting, the streaks and the "you missed two days" nudge that make between-session work stick are not part of a task tool. You are the reminder system.
Mobile
ClickUp's apps are built for people managing work, which suits you as the coach. For clients, a dense project interface on a small screen is a hard sell compared with an app that opens on today's task.
A team
Each additional coach is another paid ClickUp user, and on Core you have no private views to separate one coach's clients from another's. Small consulting firms run into this quickly; our buying guide for small consulting firms covers multi-coach setups.
When is a purpose-built coaching platform worth it instead?
Switch when the manual jobs around the CRM take longer than the coaching admin they replace. A practical test: if you are paying for three or more extra tools (scheduler, payments or invoicing, e-signature, a course or community tool) and updating ClickUp by hand from each of them, a single platform usually costs less in money and hours.
Other clear signals:
- You sell multi-week programs and want clients doing daily or weekly work between sessions.
- You want clients in one branded place, not a project tool they need training to use.
- Payments on plans keep drifting out of sync with your records.
- You are adding a second coach or an assistant and need separate calendars and permissions.
- You are tracking ICF credential hours in yet another spreadsheet.
For freelancers and small businesses outside coaching, a ClickUp CRM may be all you ever need. The coaching-specific gap is delivery: programs, check-ins and the client's daily experience.
How does Coachful compare with a ClickUp CRM and dedicated tools?
Coachful is a coaching platform built for coaches who deliver programs, not only sessions, including solo coaches growing into a small team and coaches replacing four to six tools. One subscription covers the client record, a lead pipeline, booking, payments, agreements, programs with habits and check-ins, courses, a community, a website with funnels and email, and an AI assistant, with one login for you and one branded app for your clients.
On the coach side, each client record holds goals, check-ins, habits, notes, intake answers, tags, payments and sessions, plus a status of thriving, active, quiet or at risk, which does the job of the "Days since check-in" sort above without you maintaining it. Leads arrive on the Prospects page from your forms and funnels, and intake calls are tracked with their conversion rate.
Booking pages handle availability rules, buffers, minimum notice and time zones, with two-way Google, Apple and Outlook calendar sync and built-in video or automatic Zoom, Meet or Teams links. Email reminders are included, and SMS (24 hours before) and WhatsApp (1 hour before) reminders run once messaging is enabled. You can take intake questions at booking and sell paid sessions or session credits. See Coachful's scheduling for the details.
Payments run through your own Stripe Connect or Razorpay account: one-time, subscriptions, payment plans, coupons and refunds, with an invoice per transaction. Since August 2026 there is a 0% Coachful platform fee, so you pay only Stripe or Razorpay processing. Coaching agreements are sent for e-signature before the first call and stored on the client record. More on payments and coaching contracts.
Between sessions, clients follow multi-week programs with weekly goals, daily tasks, habits, morning and evening check-ins, goals with progress bars and streaks. That is the part a ClickUp build cannot reproduce without a lot of manual work.
Why Coachful stands out: a free white-glove service. From Create, choose "We'll build it for you" and describe what you need: a website, a funnel, a program, a course outline, an email sequence, a form or a coaching flow. You can attach up to 8 reference links and up to 10 files, and the Coachful team builds it inside your own account, usually within about 24 hours. Nothing gets invented: no fake testimonials, credentials or prices, and gaps are left for you to fill. A leadership coach with a website renewal days away, for example, got one clean homepage with a repeated "talk with me" button. Read more about the free white-glove service.
What Coachful does not do: it is not HIPAA-certified and is not for clinical records or insurance billing; it has no PayPal and no permanent free plan; the client app ships under the Coachful listing with your branding, not under your own App Store account; and it has no multi-stage sales deal board for large sales teams and no Salesforce or HubSpot integration. To start, take a free trial and request the white-glove build on day one.
The criteria for the table below: one login for the whole client journey, delivery between sessions, total monthly cost of the stack for a 12-client practice, and setup effort.
| Option | Price for about 12 clients | Booking and payments | Between-session delivery | Client experience |
|---|---|---|---|---|
| Coachful | Solo: $49/month for up to 20 clients | Built in: booking pages, calendar sync, your own Stripe or Razorpay, e-signed agreements | Programs, habits, check-ins, streaks, courses, community | Your branding inside the Coachful app; free white-glove build |
| ClickUp DIY build | $9 per user per month billed yearly on Core, plus a scheduler, payments and e-signature tools (as listed in November 2026) | Not included; separate tools | Forms and recurring tasks you send by hand | ClickUp's interface for guests; white labeling on Enterprise |
| Paperbell | $97/mo, or $80.83/mo billed annually, unlimited clients (as listed in October 2026) | Booking, packages, payments, contracts | No goal or habit tracking, courses or community | Client portal in the mobile browser |
| CoachAccountable | $120/mo on Level 3 for up to 20 active clients (as listed in October 2026) | Sessions, invoicing, agreements | Action plans, metrics, worksheets, courses | No native mobile app |
| HoneyBook | From $29/mo billed annually on Starter (as listed in October 2026) | Proposals, contracts, invoices; scheduler from Essentials | No programs, habits or check-ins | Client portal for projects |
| Dubsado | $35/mo, or $27.92/mo billed annually, on Starter (as listed in October 2026) | Forms, contracts, invoices; scheduler from Premier | No courses, habits or check-ins | Companion mobile app; desktop for full features |
HoneyBook and Dubsado are strong client-workflow tools for service businesses, and they share ClickUp's gap: they handle the paperwork, not the coaching. Paperbell and CoachAccountable are coaching-specific, but each covers part of the journey. For a longer ranked list, see our best CRM for coaches roundup, or the life coach version.
How do you move from a ClickUp CRM into Coachful?
Export your ClickUp lists, hand them over during onboarding, and rebuild only what is coaching-specific. Clients, programs and content are imported for you during onboarding, so the job is mostly preparation.
- Export. Export the Active Clients and Leads lists to CSV. On ClickUp's pricing page, List view exports are listed from Core (trial) and Table view exports from Business, so check which your plan allows. Download attached agreements and session note Docs.
- Clean. Delete test tasks and duplicate leads, and make sure every client has an email address, since that is how they will be invited.
- Map fields. Package becomes the offer or program they are enrolled in; Current focus and goals become goals on the client record; Source and stage go to Prospects; notes become client notes.
- Rebuild delivery. Turn your packages into offers, connect Stripe, set up booking pages, and build your first program with weekly goals, habits and check-ins. This is where the white-glove build helps most.
- Invite clients. Each client gets one link into your branded app. Re-send open agreements for e-signature so they live on the record.
- Run both for two weeks. Keep ClickUp read-only until every active client has logged in and booked their next session, then archive it.
What do clients notice? Fewer links. Instead of a form link, a booking link, an invoice email and a guest invitation, they get one app that shows their next session, the work for this week and how they are progressing. This walkthrough shows how clients are managed on the coach side in Coachful:
If you leave later, the full client data export comes as a ZIP with your roster, notes, check-ins, goals, habits, sessions and form responses, so you are not locked in. You can compare more options on the comparison hub or start from the coaching CRM overview.
What mistakes do coaches make with a ClickUp CRM?
The most common mistake is building too much. A CRM you stop updating after three weeks is worse than a short list you keep current.
- Starting on Free Forever and relying on custom fields. Custom fields are listed as a trial on Free, and the CRM is mostly custom fields. Budget for Core from the start.
- Using Text fields for everything. You cannot sort or calculate on free text. Package, Source and Payment status should be Dropdowns; sessions should be Numbers.
- One giant list. Mixing leads, clients and alumni makes every view noisy. Keep the four Lists separate.
- Sharing at the Space level. A guest added to the Space can see every client. Share at the List or task level and check before you send the invite.
- Storing sensitive notes in fields. Fields show up in views, exports and anywhere the task is shared. Keep sensitive detail out.
- Running out of automation actions. Free allows 100 actions per workspace per month and 5 active rules; a few busy automations can burn through that mid-month.
- Treating the CRM as the client experience. ClickUp is a good back office. Clients judge you by what they touch, which is usually your messages, your booking page and the space where they do the work.
- Never reviewing "Not now". Set a monthly recurring task to work through the Not now filter; it is often your cheapest source of new clients.
Frequently asked questions
Does ClickUp have a built-in CRM?
ClickUp is a project and task tool, not a dedicated CRM, but it offers the pieces to build one: custom fields, custom statuses, forms, relationships and views. Most "ClickUp CRM" setups are a List of contacts with fields and a Board view, which is what this guide builds.
Is the free ClickUp plan enough for a coaching CRM?
Probably not for long. As listed in November 2026, Free Forever includes 60 MB of storage, 1 form, 100 automation actions a month and custom fields only as a trial. Core, at $9 per user per month billed yearly, is the practical starting point.
How many clients can a ClickUp CRM handle?
Task counts are not the constraint; ClickUp lists unlimited tasks even on Free. The constraint is your time, because every session, payment and check-in has to be updated by hand once you pass a dozen or so clients.
Can clients log into my ClickUp CRM?
Yes, as guests, but they see ClickUp's interface rather than your brand, and guest seats and permissions vary by plan. Many coaches keep ClickUp private and send clients forms and links instead.
Can ClickUp take payments or book sessions?
No. ClickUp has no booking pages or payment processing, so you need a separate scheduler and a payment tool, then record the results in ClickUp fields. Coachful includes both, with payments through your own Stripe or Razorpay account.
Is a ClickUp CRM safe for health coaching notes?
ClickUp lists HIPAA support with a BAA only on Enterprise, and coaching is not medical care in any case. Keep clinical details out of a coaching CRM and refer clients to a licensed professional when needed; Coachful is not HIPAA-certified either.
Should I use ClickUp or Notion for a coaching CRM?
ClickUp is stronger on statuses, automations and task views; Notion is more flexible for pages and databases. Both share the same delivery gaps. Our ClickUp vs Notion comparison goes through it for coaches.
What is Coachful's free white-glove service?
It is a done-for-you build included on every Coachful plan. You describe what you want, such as a website, funnel, program or email sequence, attach links and files, and the team builds it inside your account, usually within about 24 hours, without inventing testimonials, credentials or prices.
Can I import my ClickUp clients into Coachful?
Yes. Export your ClickUp lists to CSV and the Coachful team imports clients, programs and content for you during onboarding. You then rebuild the coaching-specific parts, such as offers, booking pages and programs.
How much does Coachful cost compared with ClickUp?
Coachful uses flat monthly plans, with lower plans capped by client count and Pro unlimited; current plans: (Lite: $29/month for up to 5 clients; Solo: $49/month for up to 20 clients; Pro: $99/month with unlimited clients; Studio: $199/month with unlimited clients). Compare that against ClickUp plus the scheduler, payment and e-signature tools a DIY build needs.
