Coach Pro 5.4

Coach Pro offers a comprehensive solution for coaches looking to maintain seamless communication with clients on the go. Designed specifically for Business, Leadership, and Life Coaches, this application consolidates essential information into one accessible platform. Users can efficiently record session notes—whether through voice dictation or keyboard input—ensuring that insights are captured while still fresh in their minds. The app allows for effective tracking of client goals, actions, successes, appointment scheduling, billing details, and coaching inquiries—all available at a glance.

Many professionals can relate to the frustration of sifting through disorganized client files or struggling to keep billing records up to date. Coach Pro addresses these challenges by offering a centralized repository for all critical information, streamlining processes that can often consume valuable time.

“It's like having a camera to take pictures of where you are with your client and a photo album to look at the journey,” states David Gibson, a Leadership Coach and one of the developers of Coach Pro.

Key Features

• WATCH A VIDEO DEMO
• Universal App: Compatible with iPad, iPhone, and iPod Touch.
• Client Information: Gain an overview of clients with key details such as upcoming session dates, contact numbers, and progress within the coaching engagement. Clients can be organized by group or company for better management.
• Session Notes: Record detailed session notes via keyboard or voice dictation (available on iPhone 4S). Document discussions, insights, and next steps while tracking session duration and billing status. Users can also attach relevant documents, photos, or audio files.
• Calendar: Schedule and sync appointments efficiently. Key session information is easily accessible with a simple tap.
• Waypoints: Chronicle significant events throughout the coaching process, including client milestones and challenges. This feature utilizes an editable checklist format that facilitates prioritization and progress tracking.
• Billing: Obtain a clear overview of all billing records categorized by client or company. Quickly identify outstanding sessions requiring billing and access detailed client information including rates and billing history.
• Reports: Generate and email summary reports of coaching sessions as needed.
• Resources: Access a collection of powerful coaching questions designed by professionals to enhance session planning. Questions are organized by category and can be customized or supplemented with user-created queries.
• Backup: Securely back up the entire database either on the device or via email. Archive inactive clients while retaining their information for future reference. Information remains intact when upgrading devices.