For Coaches
Coaching proposals, contracts & client trackers — in minutes
Sell session packages and retainers with a proposal that looks like your practice is bigger than one person — then onboard with a real intake and show progress without writing a single status email.
Includes the Coaching kit — ready-made proposal, agreement, intake survey, emails, and tracker plan. Full product free trial, no card.
Coaching sells transformation, which makes the admin around it feel especially off-brand: the program PDF that looks homemade, the agreement sent as an attachment and never signed, the intake that happens ad hoc in the first paid session, and the prospect who went quiet after you sent your packages — leaving you to wonder if the price scared them or life just happened.
Advisory work also has a structure problem. Packages and retainers blur, sessions roll over informally, and without a signed agreement the boundaries — rescheduling, refunds, scope — get negotiated at the worst possible moment: after the fact.