Client Management

Easily manage clients and tailor their coaching and learning experience.

  • Assign Access Permissions – Tailor Content & Functionality
  • Assign Coach
  • Track Learning Progress

Learning Module

Ability to create your own learning content for clients and training content for your coaches

  • Create Customised Learning Content - for Client (External Facing)
  • Create Customised Learning Content – for Coaches (Internal Facing)

Meetings Module

Seamlessly schedule client coaching sessions, set agendas, record notes and assign actions to ensure effective follow up.

  • Schedule Coaching Session Meetings
  • Email Calendar Invites
  • Record Meeting Notes & Set Actions
  • Email Meeting Notes & Actions

Coach Team

Easily manage your coaches, track client sessions and track client performance via benchmarking against other coaches. Identify required upskilling.

  • Add/Remove
  • Assign Access Permissions – Tailor Content &Functionality
  • Assign Client
  • Team Member Dashboard

Custom Module

Consolidate multiple coaching organisations into one view to compare performance. Personalise with your brand logo and colours.

  • Head Office - Organisation/Franchise Consolidation
  • White Label Branding

Planning Module:

Work with your client to clearly define their vision and what steps need to be implemented based on their current satisfaction and systems in place.Sign off agreed actions due dates.

  • Personal Satisfaction Score
  • System Foundation Checklist
  • Vision & Goals
  • Actions & Accountability - 90 Day Plan

Financial Module

Help your clients understand how they can achieve a greater financial return on their investment in time, money, and energy. Implement disciplined processes to achieve financial goals are achieved and cash flow is 100% under control.

  • Sync Accounting Software*
  • ‘What If’ Profit Plan Modelling - Multiple
  • How Are We Tracking - Actual v Budget
  • Where Has My Profit Gone
  • Cash Flow Management - 13 Week Rolling Forecaster

Marketing Module

Provide your clients with inbuilt processes to effectively manage contacts through the business development process to ensure monthly sales targets are achieved

  • Business Development - Contact Funnel
  • Sales Pipeline Management

Learning Module

Provide the business owner and their team members with tailored learning content. Allow all team members the opportunity to grow and reach full potential.

  • Access Customised Learning Content

Business Owner Team

Allow your clients to easily add their team members who will be assigned accountability to ensure actions are completed and goals are achieved. Provide your clients with the opportunity to effectively delegate responsibility.

  • Add/Remove
  • Assign Access Permissions – Tailor Content & Functionality
  • Team Member Dashboard

Business Owner Meetings Module

Your clients can seamlessly schedule professional team meetings, set agendas, record notes and assign actions directly to team members to ensure effective follow up.

  • Schedule Coaching Session Meetings
  • Email Calendar Invites
  • Record Meeting Notes & Set Actions
  • Email Meeting Notes & Actions