CoachAccountable Reviews

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:...

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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.)

Thanks, Jane! We love seeing your groups grow using CA.

I'm still fairly new to online coaching and feel like CA is the perfect platform to get started on. Every user gets plenty of sample content to quickly understand what each feature does and can do for each unique coach. The more I learn about the platform and this powerful software the more existing it gets coaching. I feel so blessed to have CA as my main, and only, tool to organised EVERYTHING regarding our engagement. With flawless integration with Stripe and Zoom I seriously don't need anything else. Well, I still need to edit photos and videos on my own. But [SENSITIVE CONTENT HIDDEN] and the Team are there to help with pretty much anything else I ask from them.

Now that it's the same price for Team accounts and Basic accounts I don't have anything else to wish for. This makes it perfect for my partner and I to get started together, but with different accounts to more easily share important content but separate client details and communication.

"I stopped looking for a way to manage my clients and instead started coaching." We can't think of a more rewarding sentiment than this, Phillip. Thanks always for your sending that "wish list" - and happy it's now complete!

I love that the customer service is top notch. They will call you and walk you through every bit and clarify any confusion. They will made quick changes to the platform if it seems there is a need. They were coaches from what I remember so they understand what coaches needed most. This included, automatic email drip campaigns, reminders sent to clients (both email and text options), agreement creations, file library, etc. There is so much for such an affordable price!

The ONLY thing that is a frustrating experience is the UI/UX. The feel of it is pretty outdated in my opinion. It reminds me of the early 2010's. For instance, if you look at other platforms that focus on one product (i.e. online video platforms), it is very sleek and clean. This system is very overwhelming for most of my clients, so much so that I had to create a separate tutorial video to help them.

Hi Bonnie, Thanks for your thorough feedback. Happy to hear that you've found CoachAccountable a great improvement over Kajabi functionality-wise. Thanks also for the thoughts on our UX/UI. Based on feedback like yours, we did a COMPLETE DESIGN REFRESH! Hope you like it :) As for the system being complex, looks like you've got EVERY tab on for your clients. We recommend turning off any tabs you don't use, so the interface is more sleek and streamlined for them. Thanks again!

For coaching, this is just the best way to manage coaching relationships that I have come across. It keeps clients engaged and moving between sessions and has so much functionality that, when you get the hang of all that it can do, it can automate a huge amount of admin for you. This can take some doing, so when a Customer Success Rep called [SENSITIVE CONTENT HIDDEN] offered an onboarding session, I jumped at the chance. This was just the best onboarding I have ever had...she was so helpful, knowledgable and friendly, set up loads of templates for me and made me want to exploit the system for all that I could. Just great customer service.

There is so much functionality here that at first it can appear overwhelming and confusing. Also, some of the ways of doing things seems a little rigid at first, but when you get into it and see the logic, it is absolutely clear as to why...because it is unlocking so much functionality for you.

Krish, we're so happy to hear that our team has the best onboarding ever, and glad that CoachAccountable's functionality is giving you tons of time back. Cheers!

Versatility.... I was looking for an all-in-one solution and I have found it in Coach Accountable! I have looked at over 15+ softwares but CA came out way above the rest! The best of the 10+ features for me is the ability to create actions, with specific deadlines and reminders. This makes sure your clients will do what you agreed he/she would do. Also the file/worksheet features really makes everything so much easier and organised.

Learning curve,..... because it is so versatile there is a somewhat learning curve. Most features are pretty easy but for instance, the Metric feature needs a bit more time to be fully able to make the most out of it! All of this is countered by: - a very extensive blog with a detailed explanation of the specific features. - AMAZING customer service by the representatives. Responsiveness is unseen fast and their helpfulness is out of this world. - very helpful and interactive monthly customer webinars where the representatives really listen to your feedback and use it to improve CA!

Love that one of our bread-and-butter features, Actions, is so effective for your clients, Glenn. So pleased to have won out as your all-in-one solution.

The software is customizable it allows you to apply your own branding. Having a tool like Coach Accountable simplifies customer signup and presents a great forward facing user experience. The tool is incredibly feature rich and would be flexible to anyone who has a Coaching or Group Coaching Program.

The formatting on form creation is a little clunky. This doesn't cause any actual issue and only takes a few moments to figure out.

Chad, thank you for the ringing endorsement. We're delighted that our commitment to what we do shows through, and that we can help you do your transformational work.

Everything is in one place, in a very organized way. I liked it before but now that they've added scheduling for unregistered clients coupled with offering configurations. Its not only a great coaching tool it's a great business tool. I can track both prospective clients and existing clients in one place. The daily happenings report keeps me up to speed on clients progress between sessions and makes it's easy to respond directly from the report instead of needing to go to each client's file. It's pretty intuitive and well documented but If I need help, support is very responsive.

I'm thinking and thinking and I can't think of anything. I love it all.

Thank you, Deborah, for the great feedback. We're glad tools like Happenings Reports have been useful for you, and that a coaching-specific tool serves you well. Rock on!

I have been a business owner for 25+ years. In my previous career, I owned two cosmetic dental practices. My offices relied on great technology to ensure our systems ran efficiently and profitably. Luckily, I had some super smart people working with me who mastered the technology. When I started my existing business, I was the CEO, CFO, CMO, COO, CIO and executive assistant. My weakest roles...

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I haven't found any yet. Seriously. I'll be sure to let [SENSITIVE CONTENT HIDDEN] know if I have any recommendations for improving the site.

Thanks, Gerilyn, for the fabulous review. So happy that the Stream makes your life easier. Sounds like you already know where to find us for those suggestions for improvement if you find any!

This is the first product that has actually exceeded my expectations! This coaching software has everything that I need for my clients and more. The coach dashboard is laid out beautifully where I can see everything that's going on with each of my clients. From metrics and action steps to a client journal and whiteboards, this software is the full package. Just when I've seen everything that it offers,...

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I think the perfect addition would be a set of written or video tutorials that walk you through how to set everything up. The software is easy enough to understand, but when I started, I found myself reaching out to customer support to help me understand some of the functionality. I definitely got all of my questions answered, but I'd still like to be able to search a database for the answers myself, especially when chat is closed.

Shannon, video tutorials are a great suggestion. We've definitely expanded the help center with videos since your review, and we're creating more training materials right now actually. Looking forward to your feedback on those!

Coach Accountable is powerful and essential for business coaches. The program helps me to manage my clients and, more importantly, add value to my clients. They love using the platform. For example, before each appointment, clients receive a call strategy document to help them focus on what they want to accomplish during our call and then a post-meeting worksheet. Plus, CA has a compelling metrics feature that demonstrates ROI and keeps clients on target. Nobody else has this feature. Finally, the team at CA is remarkable. Their support is world-class, and they are consistently offering webinars and town hall type meetings to hear from their users.

The interface can be a little clunky and confusing at times.

Hi Robert, so happy to hear you're loving the software, support, and virtual get-togethers. Happy to have you and your consistent great suggestions for the app.

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...

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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.

Thank you, Twila! We've been honored to have you with us from early on in the journey and look forward to many more years making your life easier.

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...

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Super minor - but sharing the library (content/files) across teams seems a little clunky, less intuitive than the rest of the app.

Thanks Paul! Such comprehensive feedback - happy that CoachAccountable has been so good for Attollo.

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.

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.

"Money just flows into my bank account since adopting Coach Accountable" - what better review could we ask for! As of this writing, we're proud to say our entire team has experience as coaches (and of course being coached). There's a good chance any support ticket answer will come with a good dose of that perspective, too.

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...

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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.

Hi Karie, Wow, what an awesome review! We are honored that you say we've helped you get the answer to one of your prayers, and helped you build your business. Cheers!

I love how the cost of the program shifts with the changes in my business. Some months are busier than others and it's nice to know they've got your back when there are slower months and you don't have as many users. I also LOOOOOOOOOVE how the creator molds this software to the business owners needs. He asks for our feedback, listens, and creates solutions ALL THE TIME!

When you go to export the entire clients file to pdf, it doesn't include the actual files you sent them in that pdf, it just has a place holder and says that you had a file here at one time. This is my only con for the software. But I've always been OCD about double filing and making copies of everything for myself so it's never been a real issue for me.

Thanks Jennie! And, come to think of it, that's a cool idea, being able to export the uploaded files for a given client in addition to their record of all happenings as an HTML file. I've built and just released that very thing: when you click the download export button for a given client, you'll now see in the bottom right corner a new button labeled "Download files...". Clicking this lets you get 'em all as a single zip file, organized by the same folder structure, filtered by date range of interest, and you can choose to include or exclude based on who uploaded it (you or client). A fine addition, I think... I hope you dig and thanks for the suggestion! :) - John

I loved that I could schedule, charge, and keep client notes all in one place. I created a library of forms that I could re-use across different clients. And, I was often able to copy/paste screenshots from one client to another if I shared some of the same posters and visuals across sessions. It kept everything organized for me and the client. The customer service is right on. Prompt, friendly, and down to earth. I really love this tool and I've used it for over a year with my 1:1 clients.

Sometimes I couldn't find the right menu to see what subscription I was currently using since the cost is floating depending upon how many people you coach.

Hi Rebecca, WOW - thank you. You really "get" us, and we're so happy to see the feedback that we "get" you (and the coaching world in general) too. You're spot on with your analysis of how we build for what our customers actually need, and the way our team works behind the scenes. Cheers!

Coach Accountable has made my group and individual coaching more effective, given me a platform to create predictable reoccurring income and freed up up my time and mental bandwidth to both be a great coach that provides a high touch experience while giving me more time to grow the business. My clients entire coaching experience is kept neatly and automatically organized inside Coach Accountable....

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I have had to find some work arounds for the way I want to deliver content. That said the Coach Accountable support team was fantastic in helping me think about delivery in new ways and create a better a solution.

Honored to be your business partner in making your coaching more effective, especially for Millennials! Hopefully the recent improvements to our Courses section have made the delivery of your content even more effective.

CA does everything I need (and more) to run a successful and thriving coaching and training practice. It saves me many hours of precious time with auto-follow-up, courses, client tracking, self-service for clients, and lets me truly flip the classroom for training groups.

I'd like it to have a CRM for pre-sales and email marketing, and be my marketing (content) website too - then I'll only need CA and nothing else.

John, your suggestions and questions have been instrumental in helping CoachAccountable become what it is today. Thrilled to find CA is still powering your practice so strongly!

It helps me see who I am working with, where they are in processes, and automate aspects of my business like offers and purchasing packages and reminding clients of appointments and action items. I also love the worksheet function and the way everything clients submit can copy to my email and I can respond from my phone to their journal or question, but it still stays in the system.

There was a little bit of a learning curve setting up engagements, offerings, agreements, etc. but now that I have it, it's very functional. The tech support and customer support is personal and responsive and incredible, so even if I struggled with something in implementation, the staff responded personally and quickly. There are also good tutorials, but it is important to watch them. It has enough complexities you do need to give yourself time to learn, but the support is great and it's still worth it.

Glad that our tutorials and responsive support team have helped catapult your coaching business into a new realm of service (and a new selling point) for your clients. Here's to your coaching being organized and changing for the better!

The CoachAccountable portal, that I sign all my clients onto, helps me organize the overall coaching journey and structure each coaching session in a highly professional and smooth way. I add much more and higher value to my clients' experiences because of it. Their Customer Support is of A+ level -- they are extremely knowledgeable, they know to answer your questions in such an easy way that I honestly don't even understand why I had the question in the first place.

At first I thought it was pricy, as the monthly fee increases when you coach more people -- opposed the fixed monthly relatively low fee that the other software provider charged that I used prior. However, CA saves me so much time and has me add so much more value to my clients' coaching experience that it is well regarded cheaper than the cheapest competitor out there.

Heleen, thank you for this lovely review! So happy that the system allows you to deliver great coaching and make your life easier. Glad to hear it's user-friendly and that our support team feels like a part of your own team, too. Cheers!

Just wanted thank you for working on the new accountable actions build into the portal- I started using it immediately once I noticed it & it totally filled a HUGE need…I highly recommend it & it feels like I just got control of my coaching business with it. Since Im regularly dealing with about 20 paid clients, Its essential to have something like this.

The help section feels like it bogs me down a bit

Bradley, thank you for the great review! Happy to hear that CoachAccountable is making business and even family life better for you. Cheers!

I love that everything is all in one and my clients get a white label portal. Billing, scheduling, notes, journals, and so much more. I love the personality of the developers too, it's laid back but great product.

If I could change one thing it would be that the billing is paying per client which makes sense, but if you have a client go away for a month or so and can't do work together, then you are paying for non users and if you use the offers for lead generation you need pay CRM fees for each lead. I wish there was some hybrid of these customers you don't need to pay for vs these you do. In all honesty though, the software is so great, I don't even mind that much.

Thanks so much for your review! Just so you know, you CAN deactivate clients with just a couple clicks - then reactivate them when they're active again, so they don't contribute to your billing $. We also don't have any CRM fees - you'll just deactivate anyone who doesn't become active from a prospective call, and you won't be billed for that person either. More here: https://blog.coachaccountable.com/2018/08/prospective-clients-are-full-fledged-clients-and-thats-a-good-thing/

I did a lot of research to find an appropriate, easy-to-use software for my group programs. It was challenging to find an interface that could accommodate large group courses without sacrificing functionality. Companies like Teachable or Kajabi were limited in flexibility and functions compared to CoachAccountable. CA allowed me to automate a lot of my coursework, and be more responsive and engaged with each of my clients. The programmer and his staff are really committed to this software and readily available when you have questions or concerns. I have recommended it to others who are interested in this sort of interface for working with others.

Costs are not as amenable to people who are only running group programs. When you have 50 people in a group, who pay a lower fee than individual coaching clients rates, the costs to use CA can increase dramatically. In any case, the costs for group only programs were still workable and worthwhile.

Glad you're able to automate coursework and give better service to your clients! Regarding pricing, at 49 people you're looking at just *$5 per client per month*. And the full-service software you get for that means you can choose to coach some of those people individually, with NO EXTRA COST! So far, the flexibility and simple pricing structure usually work pretty well for most people. Glad you've found the cost workable overall!

- white-labeling - has all the functionality I need for a great price - I always get help quickly when I ask for it - ability to share files easily and build a library

- I wish there was an app - there are functions I'm not using because I don't have the time to learn them.

Hi Laura, Happy to hear things are going well so far! CoachAccountable IS a web-based app, which can be installed as a shortcut on mobile devices (this is actually way better for your clients... more on that here: https://blog.coachaccountable.com/2019/06/why-there-is-no-coachaccountable-app-in-any-app-store-and-probably-never-will-be/) And we'd be happy to help shortcut the learning curve to get you using other features you might want for your business. Just shoot us a message to schedule a time.

I love this software as it helps me manage a client relationship where sales people are funneling in and out of the program as they progress. It is great to keep the tools and resources all in one place organized in one place so I can keep track of dozens of clients. I also appreciate the ability to create specific tools that I can assign and distribute to various clients as needs arise.

It is a challenge rebuild tools within the CA tools to accomplish what I want to do. I have many of the tools I like to use automated in other tools. I would like to ramp up time to build the tools to automate the coaching to be a little quicker.

Hi Brad, so happy we're able to help you facilitate your large coaching groups and keep clients updated with reporting. Thanks for the review!