Coachful is a software for the full coaching journey, from first enquiry to lasting results. Website forms, lead magnets, quizzes, bookings and checkout funnels capture prospects automatically. A customizable pipeline tracks source, stage, value and follow-ups, deduplicates contacts, and runs email sequences and stage-based actions.
Each client profile brings together intake answers, goals, habits, check-ins, program progress, sessions, notes, files, signed agreements, invoices, payments and remaining session credits. Engagement insights and Michelle’s AI briefings help coaches prepare for calls and spot clients who need attention.
From the same profile, coaches can book sessions, start video calls, send messages, assign programs or resources, adjust goals, send agreements and create invoices.
Tags, segments and bulk actions keep rosters organized; coach assignments and role-based permissions support teams. Updates flow into the client’s branded portal and Coachful mobile app