Upcoach offers an all-in-one platform tailored for coaches to strategically design customized programs, manage clients, and automate engagement for positive outcomes. While mastering its advanced features may require some practice, Upcoach's comprehensive functionality and scalability make it a powerful tool for professionals to organize, track, and grow their impact.
Upcoach Specifications
Activity Dashboard
Asynchronous Learning
Activity Tracking
Access Controls/Permissions
What Is Upcoach?
Overview
Upcoach is a cloud-based coaching platform designed to create and run customized coaching sessions, manage clients, track progress, and build an online learning community all in one place. It aims to simplify the process of running a successful coaching business by streamlining client onboarding and communications, while also providing the necessary tools and structure to ensure positive client outcomes.
What Is Upcoach Best For?
Upcoach is often referred to as the 'WordPress of coaching platforms' because of its simple yet powerful program builder functionality. It allows coaches to customize coaching programs for their clients, ensuring meaningful client transformations. Whether it's one-on-one sessions or group coaching, it lets you tailor content, exercises, and milestones to meet individual needs. Upcoach recognizes that every client's journey is unique, making this feature a game-changer in the coaching industry.
Upcoach Pricing
- Basic Plan: $39 per month (billed annually) or $29 per month (billed monthly) for up to 15 clients.
- Pro Plan: $99 per month (billed annually) or $79 per month (billed monthly) for unlimited clients.
Disclaimer: The pricing is subject to change.
Upcoach Integrations
Upcoach LMS seamlessly integrates with other third-party apps, including:
- Miro
- ConvertKit
- Google Sheets
- Zapier
- Google Slides
How Does Upcoach Work?
Here is a guide to navigating the dashboard and maximizing the software's functionalities after logging in:
- Create your profile and add your profile photo, background details and preferences
- Set up branding by customizing your brand colors and login page logo, as well as customizing other design aspects
- Click 'Add Program' to build your first coaching program template using the drag-and-drop editor
- Create online courses seamlessly by clicking 'Add Course', building lessons and sections, and incorporating multimedia and assignments
- Click 'Import Contacts' and bulk upload existing clientele from a spreadsheet into your CRM database
- Click on individual clients or use groups to invite them to your programs and courses
- Schedule calls or meetings using the built-in calendar
- View clients' activity feeds, habit logs, assignments etc., to track progress
- Leverage automated emails, reminders and nudges to keep clients on track
- Encourage client interaction through forums, groups, and chat features for peer support
Who Is Upcoach For?
The software is designed for life coaches, business coaches, and training professionals. Some of the domains it caters to include:
- Management consultancy
- Information technology
- Professional services
Is Upcoach Right For You?
Are you an executive coach or a coaching business looking for a reliable software solution to simplify employee training? Upcoach is an excellent choice in the coaching space for training businesses and coaches alike. It streamlines operations, delivers scalable results, and offers robust, user-friendly tools to structure content, automate client engagement, and ensure program consistency across cohorts.
The system adheres to top security protocols to safely store all client and organizational data. Regular third-party audits and penetration testing ensure protection from cyber threats. Notable customers include The Round Table, DigitalMarketer and Landmark's The Forum - proving its capability even for large-scale deployments.
Still not sure if Upcoach is right for you? Contact us at (661) 384-7070, and we will help you evaluate your unique needs, explain pricing options, and address any other questions to help you make the best decision for your business.
Upcoach Features
With this intuitive platform, an executive coach or a company can effortlessly design a customized coaching program and curriculum. They can utilize a user-friendly drag-and-drop interface to craft step-by-step modules, lessons, and assignments, while seamlessly integrating media assets. The software efficiently tracks completion progress and offers a simple method to create personalized journey experiences for clients.
See How It WorksUpcoach offers a robust learning management system for publishing and selling online courses and course bundles. Coaches can develop course content that includes interactive video lessons, presentations, assessments and other supplemental materials. Features like payment integration allow monetizing courses. Learners benefit from self-paced learning in a branded and organized format.
See How It WorksThe CRM provides a centralized hub for storing and managing client profiles. Users can intake leads, onboard clients and customize additional fields as required. Tracking engagement activities, automated communications, and progress reports help strengthen relationships. It offers visibility into the client's journey and outcomes.
See How It WorksThe software provides coaches with customizable templates to generate dynamic client documentation. Intake questionnaires, release forms, and progress surveys can be built using conditional logic and merge tags. These tags pull in client profile data to automatically populate fields within documents. This saves significant time by reducing manual data entry.
See How It WorksThis platform offers customizable tracking tools for monitoring client habits, goals and to-dos. Companies gain insights into adherence and identify areas needing support. Clients stay accountable through self-monitoring capabilities. It fosters progress through conscious habit-building.
See How It WorksTop Recommended Software
