PRO Tools & Support

to manage your coaching, consulting, or training practice


No-Risk Trial

 You don't have to manage your business alone


Worried about complexity?


Your free trial comes with 2 hours of 
hands-on, one-on-one support

You don't have to do it alone 
(and we want you to succeed)


Free Trial

Worried about your business?


Our business coaches literally have PhDs 
and want to help you succeed

We can help you work through all of the 
challenges growing your business


Intro Call

 PRO tools to manage your business

Client Portal

Provide your client with a PRO experience, with a personalized space for you and your client to meet, share ideas, compare notes, brainstorm, and manage all of your sessions, interactions, and opportunities

Brand Presence

Present yourself like a PRO with a professional Bio, landing space, list of offerings, booking page, and inquiry message - and you can showcase your knowledge with articles on your page or in our community

Video Conferencing

Use the integrated high-definition video conferencing for one on one or group sessions with note-taking, collaborating, screen sharing, whiteboarding, and share recordings in just 2 clicks

Packages & Programs 

You can market and sell your services with consistency by creating your offering as a structured package or program - from offering individual live sessions, group sessions, training, or mix and match 

Forms & Assessments 

Collect valuable insights and information with integrated forms and assessments, keeping your client engaged through automation and you in-the-know with automated check-ins, status updates, and activities

Community 

Join the community of other PROs to share ideas, information, and build your professional network (coming soon)

Session Scheduling

Offer your clients and prospects the ability to schedule with you at times that work with your schedule through a secure and branded booking link integrated with the client portal and your personal calendar

Training Courses

Put your knowledge to work even when you aren't working - you can create and publish your self-service training course, and even integrate your training into a larger program with other services and coaching

Notes & Messaging

Share thoughts, maintain communication, and manage interactions with integrated notes, whiteboarding, and messaging - with a quick view to your communication history, and even propose new services

Payment Management

Let the platform manage the finance stuff, so you can focus on dazzling your client - payments are fully integrated with per-session charging, pay for a package of services up-front or over time, or offer subscriptions

Agreements 


Build your agreements online and collect the right information from your client, maintain the document, and collect your client's signature - helping you maintain consistency and accountability

Integrations

Connect your Google and Microsoft calendars to ensure you are never double booked, and integrate your Zoom account for other virtual options


Integrated Platform AND Individual Support

Individual support

Active support from your dedicated Business Coach to help set-up and operationalize your business - You are not alone in your journey

Cost effective

Integrated tools so you don't have to spend for separate systems and dedicated business coaching so you can move faster

Fully integrated

Several tools built into one platform, designed to work together seamlessly so you can manage your business like a PRO

PRO tools and free one-on-one support

You have nothing to lose other than a great opportunity