JPL Consulting

CoachAccountable


5 / 5
13 reviews

Who Uses This Software?

Are you a competent coach? Tired of busywork? Want to expand your business & actually MAKE A DIFFERENCE? All areas of coaching: business, health, life, real estate, relationship, ADHD, finance, etc.


Average Ratings

13 Reviews

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $20.00/month
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • JPL Consulting
  • www.coachaccountable.com
  • Founded 2012
  • United States

About CoachAccountable

Imagine if you could keep your clients on track without babysitting them. Imagine your clients raving because they got big results by actually doing the work. Imagine having a system that puts your coaching in its own class: professional and immaculately well-organized. - - - CoachAccountable allows you to provide coaching that's more effective & more approachable. Metrics. Worksheets. Courses. Scheduling. Automatic text/email reminders. Groups. Teams of coaches. And more. FREE 30-DAY TRIAL.


CoachAccountable Features

  • Appointment Scheduling
  • Billing & Invoicing
  • Business Coaching
  • Client Management
  • Goal Setting / Tracking
  • Life Coaching
  • Mentor/Coach Matching
  • Program Management
  • Progress Tracking
  • Sport Coaching
  • Billing & Invoicing
  • Client Portal
  • Collaboration Tools
  • CRM
  • Document Management
  • Portfolio Management
  • Project Management
  • Proposal Generation
  • Quote Management
  • Resource Management
  • Time & Expense Tracking

CoachAccountable Reviews Recently Reviewed!


I prayed for something like this!

Mar 11, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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 was that bad, to find a software that can do "all the things". After some serious online searching, I finally found CoachAccountable. Here are my favorite features: Book sessions, send emails, automatically bill clients, assign action items, create forms, create a course, set up different offerings (paid and free), journal section for clients that can be hidden from the coach, the many different calendars you can create (such as weekly coaching, discovery calls, etc.) and the whiteboard section for the coach and client to both share notes.

AND... they were nice enough to include some pre-created worksheet templates. Such as a pre-session questionnaire, end-of-the-month check-in, and a few others. That was a GAME CHANGER! I found it to be extremely thoughtful. Whoever created this software really knows the behind-the-scenes work that coaches have to do.

One last thing, the software is completely brandable so that you can add your own colors and logo. It literally looks like an extension of my website. I GREATLY appreciate that!

Cons: 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.

Overall: I would rate my experience as a 10. I've already suggested this to my other coaching colleagues. This software really has something for every kind of coach.

One of my FAVORITE highlights is I can create and automate different avenues to onboard a potential client. For example, I created an offer, posted the link to my Instagram, and two people clicked the linked. They scheduled the call, filled out the pre-questionnaire and PAID UPFRONT. All of that was automated through CoachAccountable once I set up the offer. Now both people are interested in full coaching packages.

I honestly cannot say enough about CoachAccountable. If you're a coach and you're ready to take your business to the next level, get this software!!!

Vendor Response

by JPL Consulting on March 15, 2019

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!

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CoachAccountable from the lense of a coach

Nov 19, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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: Session Notes, Action Items, Metric to measure success in areas important to the client, File share, Whiteboard, I could go on. It has saved me time and my clients report that it shines the light down on what they are following through on and where they are falling short on What they want to achieve. CoachAccountable is not just for the coach I have clients set up actions, set up metrics and this is a great benefit to them. I recently used it for Group Coaching and with 2 groups going it was great to have the venue to work with the group and them with me via CoachAccountable. It has a course feature which I am starting to use and I see great benefits of that for coaching clients who want or need some development areas on their own time! I looked on line for over a month and CA was the only system I could find where two way communication and involvement from the coach and the coachee was so robust. I'd recommend CoachAccountable

Cons: 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.)

Overall: CoachAccountable is actually very easy to use; however at initial moment it did seem a challenge--that had more to do with me vs. CA...The Service and Support was AWESOME! The tutorials are great and questions are answered quickly. Great Customer Service!

CoachAccountable allows me to actually hold my clients accountable and measure results....something that my clients say they want because they want to play a bigger better or newer game! CoachAccountable shows you and your client the entire picture of your coaching partnership and allows the doors of communication to open around success and areas of challenge. It gives you and your client data to show what is moving them forward or holding them back from accomplishing their goals.

Vendor Response

by JPL Consulting on November 26, 2018

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

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BEST Coaching Software on the market!

Jan 14, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: 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!

Overall: Before CA, I was communicating through various channels with my clients and we got lost between different emails addresses, SMS, WhatsApp, messenger. Sharing google drive files but never knowing if they have received it and viewed it.

Now with CA, we use the platform and web app to bundle our communication and we are never lost. File and worksheet sharing is a breeze and the best thing is the client and I always have a clear view on where we are at and where we are going!

LOVE IT! As it keeps on getting better and better!

Keep up the AMAZING work!

Warm regards

Happy customer

This App is a Game Changer for the Coaching Business

Nov 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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. It is designed so well that my clients find it easy to learn and use. The coaching is more effective because we have data they keep from their tracked activities instead of working with what they can remember or how they feel. I consider Coach Accountable a business partner as it has allowed me to provide a leap in value over other services and makes my services more appealing to Millennials who expect good technology to support the experience. If you want me to go on and on just give me a call. Coach Accountable is a game changer for the coaching industry. Satellite

Cons: 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.

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Beyond Amazing!

Feb 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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, the designer introduces something new or I stumble upon something I haven't seen before. Customer service is first rate and from the moment I signed up, I felt like I was part of a community. The overall product quality is excellent and the per client pricing puts everyone on the same playing field, from new coaches with just a few clients to more established coaches with 50-100 clients. I appreciate all of the thought that was put into creating this wonderful software.

Cons: 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.

Overall: This software gives me the confidence to do my job as a coach. It's not just beneficial to my clients, but it helps keep me organized and focused as well.

Vendor Response

by JPL Consulting on December 07, 2018

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!

Incredible All In One Coaching Software

Feb 15, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: 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.

Overall: This was my first experience with a white label coaching software solution and they blow me away. I love the webinars they started doing too.

Vendor Response

by JPL Consulting on February 18, 2019

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/

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Best kept secret in the coaching world

Nov 09, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: CoachAccountable saves me hundreds of hours, thousands of dollars, and it even makes coaching FUN! This software is my 24/7 personal secretary, accomplishing all of the administrative work behind the scenes, just the way I like it. CoachAccountable frees me up to focus on what I care about the most: relationships with clients and THEIR success. And as a bonus, CA's customer support is the best I've ever experienced.

Cons: When designing and writing worksheets, messages, and other communication material, the software can be finnicky. There have been times when I had to abandon a worksheet and start over because the code got messed up.

Overall: CoachAccountable has made my online coaching business both POSSIBLE and POWERFUL. I love this software, the team behind it, and the work it enables me to do. Highly recommended.

Vendor Response

by JPL Consulting on November 20, 2018

Drew, thanks so much! We love that CA has freed you up to be great with your people, rather than bogged down in paperwork. We invite you to reach out next time you're stuck on a Worksheet. See ya round!

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Wow! This software enables life transformation and...

Nov 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Everything. I built my entire coaching business on this software... Scheduling, billing, accounting, course creation and automation, and accountability tracking for my clients. Customer support is incredible. Most importantly, my clients love it and their lives are being transformed with it.

Cons: I love everything about it. Like any software there are minor annoyances but none are worthy of listing here.

Overall: I am building my coaching business exclusively on this software platform. The ability to brand it as your own really makes it look like I built the software which brings enormous credibility to my business. Most importantly... When my clients are using it their lives change (including my own because of the nifty self coaching option).

Vendor Response

by JPL Consulting on November 06, 2018

Damon, thank you so much for this review! You've helped develop us, too, as you make suggestions for CA based on your experience. Here's to your people and the difference you make!

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Outstanding Solution & Customer Service

Jan 16, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: - Great features, intuitive interface

- Best client interaction and progress tracking

- Visually appealing

- Customizable in very little time with white-labeling

- Outstanding customer service

- A one-stop-shop

Cons: I am still longing for a link to Hubspot or some other way to integrate with CRM and handle contacts that are not customers. Since the active contacts count into the monthly fee, I have to deactivate a contact for the time they are not active customers.

Overall: My personal winner for all the things I looked for: one place for all my customer records, interactio, billing, and progress tracking. The platform covers all my most pressing needs.

The few needs it does not yet cover, it most certainly will include soon, because CoachAccountable is quick to listen to customers and fast to respond.

Since I started using the platform in Q4/2018, it has already added new features and made improvements. One remarkable example is my request for ICF report generation, which representative added shortly after I voiced the request.

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Manage your coach activities

Nov 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: He is an extraordinary administrator of activities for coaching sessions. It allows you to establish activities with customers and interact with them in real time. The information can be ordered by client and allows to have control of each one of the processes of advancement of the clients. It is friendly to be used by customers and allow them to have access to the information they generate on the platform.

Cons: Actually the system is very friendly and easy to use. It could suggest that you can customize the sheets of colors, font sizes, that would allow each client to condition their sheet with the appearance that is most appropriate to their tastes.

Vendor Response

by JPL Consulting on December 07, 2018

Cristina, thanks for the suggestion! We're happy you like CoachAccountable, and we've counted your note as a vote in favor of developing that :)

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fabulous!

Nov 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Where do I even begin? I first picked it because it had a nicer look and feel to it for me compared to the competition. And the support staff is a pretty funny guy. Later, I discovered it went beyond my expectations. There is so many features that I am still learning about them, and on top of that, new ones keep coming out! I am coaching a group and you can have the group set up fun and challenging group goals, besides them setting up their individual goals. And let's not forget the customer service is above and beyond. I am excited to have found this team so early in their endeavors and to be part of their growth!

Cons: I honestly could not tell you anything I do not like about it so far.

Vendor Response

by JPL Consulting on December 07, 2018

We love you Deauke! Glad our sense of humor is coming through :)

Coach Accountable takes coaching to a whole new level!

Oct 31, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: It's very intuitive and easy to use and reminds me of the genius of Apple.

Cons: It can do so much, it takes a little time to explore the best way to use it. That said, the functionality takes coaching to a whole new level so it's well worth the time.

Overall: Coach Accountable is an awesome company. Always available, super responsive, enormously helpful, it took me some time to realize this incredible support is completely free and they genuinely care about your success. Whether designing a new coaching program or creating the best experience you can for clients, they are available with advice, suggestions and hands on help. They are the only software company I have met who not only know their software but also know how it can be used for maximum benefit to your business.

Vendor Response

by JPL Consulting on November 05, 2018

Sue, thank you so much! We always love helping out :)

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If you are a Coach...You must check this out

Dec 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: New design

Ease of use

Well thought out functionality

Cons: Can't think of anything...I guess that says a lot. :)

Overall: I am new to this software, but not new to coaching software or coaching. I am thrilled to have found CoachAccountable. It is helping me to add value and wow to my coaching clients and programs while adding systems and automation that free me up coach and lead my business.

Vendor Response

by JPL Consulting on December 07, 2018

Carla, thank you so much for the review! We look forward to helping you develop mastery of CoachAccountable and wow clients even further.