Sales coaching software that shows the calls your client actually made.
Each client logs calls, meetings, proposals and closed deals every week against the targets you set together. Every open deal has a next step and a date, and this week’s commitments are closed as hit or missed. You coach the real week, with the numbers in front of you.
7-day free trial, card required, no charge during the trial, cancel in one click.
Follow-up due today
Send the revised scope
Your client says the quarter is looking good. You have no way to check.
Activity is a feeling, the deal that was “about to close” has been about to close for six weeks, and the follow-up they promised never happened. You find out when the quarter ends.
The old way
- “Busy week” is the only activity report you get
- Deals sit in the same stage for weeks with no next step
- Follow-ups depend on memory
- The same deals are lost for the same reason, and nobody writes it down
- Booking, invoices and the program live in three more tools
With CoachfulThe new way
- Calls, meetings, proposals and closed deals, logged weekly against targets
- Every open deal with a stage, a next follow-up and a reminder
- An attention note when a proposal goes untouched for 14 days
- A weekly deals review that ends with one lesson, and a reason on every lost deal
- Sessions, agreements, payments and programs run in the same account
Activity, deals, commitments and the message, in one weekly rhythm.
The activity numbers, every week
The Sales edition starts with calls, meetings, proposals and deals closed. Set the target and the amber and red lines with your client, and they log the week inside your weekly check-in. You see which number is slipping while there is still time to fix it.
Every open deal with a next step and a date
Each deal carries the contact, the value, a stage from lead to won, every touch and one next follow-up with a reminder. The weekly review walks every open deal and ends with one lesson. The client’s spreadsheet comes in with one import.
A weekly rhythm for prospecting, meetings and follow-up
Each quarter starts with a few rocks, the outcomes that matter most. Every week the client picks commitments that move a rock, links the tasks behind them and closes each as hit, missed or moved. You see the hit rate across every client.
The value message, in the customer’s words
Positioning and the offer are kept as numbered versions, so you can see how the message changed and what it did to the numbers. Each version can link to the worksheet behind it, and you comment where the client writes.
Know whose week slipped before the call.
Missed weeks, red numbers and late follow-ups come first. Attention notes name what happened and never show a figure.
Calls in the red two weeks running
Marcus Okafor · Past the line you set together
Follow-up overdue
Priya Natarajan · “Send the revised scope” · Northwind Studio
A proposal untouched for 14 days
Leo Martins · Brand sprint · Halcyon Group
Under half of commitments hit
Dana Whitfield · Over the last three closed weeks
A short digest reaches you between 17:00 and 22:00 your time. It counts clients and never shows a figure.
Clients log real numbers when the numbers stay theirs.
Revenue is personal. One switch, owned by the client, decides whether you see the figures or only the colours.
Your client
Their switch, their figures
Only the client can change “Share figures with my coach”. It is on unless they turn it off.
You
Colours when figures are private
With sharing off you still see green, amber and red against the lines you set, never the numbers or their 90-day targets.
Everywhere
No figure in a notification
Reminders, attention notes, widgets and digests never carry a number.
These are coaching worksheets. They are not financial, tax or legal advice.
The week runs on a rhythm, so you stop chasing.
Reminders go to the client by push and in the app, in their own time zone. Between 21:00 and 08:00 they wait for the morning.
Scorecard
On the scorecard day and time, and once more a day later if the numbers are still missing.
Follow-ups
On the day a follow-up is due, and once more a day later. A meeting is reminded the day before.
Weekly deals review
On review day, while a deal is open and the review is not done.
Commitments
Friday at 17:00, while a commitment is still open.
Rock review
The last Friday of the month, at 10:00.
No reminder ever shows a number. It says the numbers are due, never what they were.
Set up for the businesses you coach.
An edition sets the starting numbers, the rocks per quarter, the worksheets and a starter program outline. It never changes how the records work.
Founders
Revenue, leads, sales calls and new clients, and three rocks a quarter.
Consultants
Billable hours, utilisation and open deal value, with a retainer stage on the deals board.
Sales
This pageCalls, meetings, proposals and closed deals, for salespeople and sales leaders.
Everything around the coaching is already in your account.
Programs, group programs, packages, your website and the client app come with the same subscription.
Turn the outline
into a group program.
The edition’s eight-week outline turns into a draft program in one click. Enrol a group and their chat and group calls are ready.
Sales: eight weeks to a steadier flow of deals
Group program · autumn intake
Deal review call
Group call · Tue 17:00
12 membersGroup chat
90-day sales coaching
Agreement signed · payment 1 of 3
Signed and paid before the first call.
Agreements with e-signature and payment plans through Stripe or Razorpay, with a 0% platform fee.
A website that books the strategy call
Section-based pages, a blog, and booking, application and checkout funnels.
Book a strategy call
Clients arrive with the prep done.
My Coaching shows the next session, its joining link, the worksheet you asked for and your shared notes.
Ask about any client in plain words.
The Coachful assistant reads the same overview you do. Anything it would change waits for your yes.
Which deals have gone quiet?
Leo’s Brand sprint proposal: no touch for 14 days. Priya has a follow-up overdue since yesterday.
Everything sales coaches get, line by line.
The five modules, your overview and the platform around them.
The activity numbers, every week
- Calls, meetings, proposals and deals closed to start with
- Three to six numbers per client, changed whenever you like
- A target, an amber line and a red line for each
- Logged inside your weekly check-in or from the client’s Home
- A chart per number with the target as a dashed line
- Two red weeks in a row raise an attention note
Every open deal with a next step and a date
- Lead, conversation, proposal, negotiation, won, lost and dormant
- Meetings, calls, emails and notes on every deal
- One next follow-up per deal, reminded on the day
- A reason recorded on every lost deal
- A weekly review of every open deal, with the lesson kept
- Import up to 300 rows from CSV, export to CSV or Excel
A weekly rhythm for prospecting, meetings and follow-up
- Rocks saved as goals, with checkpoints
- Weekly commitments linked to the client’s own tasks
- Hit, missed or moved, with a note
- A hit rate per client, week by week
- A Friday reminder while a commitment is open
- A rock review on the last Friday of the month
The value message, in the customer’s words
- Offer canvas, pricing, ideal client and positioning
- Numbered versions, compared with what changed
- Comments from you and from the client
- Linked to the worksheet answer behind it
- Worksheets for the value message and for testing an offer
- You approve a version when it is ready
Learn from the deals that did not close
A lost deal keeps its reason, and every weekly review keeps one lesson. When a stage keeps leaking, an experiment turns the hunch into a test with a number and a deadline, and it cannot be closed without a learning.
- A reason recorded on every lost deal
- One lesson per weekly review, kept for 26 weeks
- Experiments with a hypothesis, the number it should move and a deadline
- A result and a learning before an experiment closes
- Worksheets for discovery calls and hard conversations
See which business needs you this week
Your overview puts missed weeks, red numbers and late follow-ups first. Each client card shows the first three numbers as colours, the commitment hit rate, the weighted deal value and the lesson from their last weekly review.
- Missed weeks, red numbers and late follow-ups first
- A card per client, six to a page
- Seven attention rules, from a stale deal to a rock at risk
- Snooze a note for a week, or resolve it
- An evening digest that counts clients and never shows a figure
- Two optional widgets for your coach home
The rest of a sales coaching business, in the same account
The power-up sits inside Coachful, so the practice around it is already there: booking pages with calendar sync, built-in video or Zoom, Meet and Teams links, coaching agreements with e-signature, payments through Stripe or Razorpay, programs and group programs, a website with funnels, and the client app with your branding.
- Booking pages with availability rules and two-way Google, Apple and Outlook sync
- Built-in video, or Zoom, Google Meet and Teams links created for you
- Coaching agreements with e-signature, sent before the first call
- One-time payments, subscriptions and payment plans, with a 0% platform fee
- Group programs that create a cohort group with a feed, group chat and group calls
- A section-based website with a blog and booking, application and checkout funnels
- An iOS and Android client app with your branding, inside the Coachful app
Know the edges before you move clients over.
Three things the power-up does not do, so nothing surprises you in week one.
It does not listen to sales calls
There is no recording of a client’s sales calls and no automatic scoring. The numbers are what your client logs each week.
No CRM sync
Deals come in from a spreadsheet and go out to CSV or Excel. Nothing syncs with an outside CRM.
Coaching, not advice
The worksheets are coaching worksheets. They are not financial, tax or legal advice.
Coaches who brought their whole practice into one place.
“Coachful has everything a coach needs to manage their practice. It literally has everything I need to attract leads, convert those leads to clients, and deliver content with an incredible interface that has my branding on it.”
John Winders
Founder, SMPL
“This really is an amazing tool. I've been a full-time coach for seven years, and this is the first coaching tool that has everything I have wanted — the most comprehensive I have used. Support is also incredible.”
James Wallace
Founder, Fountainhead Coaching
“The platform we've all been waiting for. I have tried just about every coaching, booking and learning platform out there. Coachful does it all. The support is unmatched and the updates are consistent.”
Elizabeth Gentzkow
Founder, Thrive West
Your Whole Practice, in 30 Seconds
Clients, sessions, programs, chat and payments in one calm workspace that carries your brand.
One platform, your whole sales coaching practice
Sales coaching software questions, answered
What independent sales coaches ask before they move their clients over.
Coach the week your client actually had.
Add the Business Growth power-up from inside your account. 7-day free trial, card required, no charge during the trial, cancel in one click.
Built for coaches who take their clients seriously
