A coach’s guide to choosing the right online coaching platform

3 min readApr 12, 2024

Congratulations on taking your coaching practice online! The right platform can empower you to reach new clients, streamline operations, and deliver exceptional coaching experiences. But with so many options available, selecting the perfect fit can feel overwhelming.

This blog post will serve as your guide to choosing the right online coaching platform, providing you with the knowledge to make an informed decision.

Step 1: Know Your Coaching Needs

Before diving into features, take a moment to identify your specific needs:

What type of coaching do you offer? (e.g., life coaching, health coaching, business coaching)
How large is your current clientele?
What are your budget constraints?
Do you prioritize ease of use or advanced marketing features?

By answering these questions, you can prioritize the features most important to you.

Step 2: Essential Features for Coaching Success

Here are the core features to consider when choosing an online coaching platform:

Content Delivery: Deliver your coaching content in various formats (videos, PDFs, audio recordings, assessments) to cater to different learning styles and keep clients engaged.
Marketing Machine: Generate leads and nurture them into clients with features like:
Automated Sales Funnels: Automate the sales process to convert leads into clients.
Targeted Email Campaigns: Design and send targeted emails to promote programs and build relationships.
Engaging Lead Capture Forms: Create forms to capture leads and gather valuable client information.
Website Launch in a Flash: Get a professional-looking website up and running quickly with beautiful, pre-made templates that you can easily customize to reflect your brand.
Effortless Sales Management: Simplify your sales process and financials with features like:
Electronic Contracts: Generate and manage electronic contracts with built-in e-signatures.
Automated Invoicing: Create and send invoices automatically with secure online payment options.
Order Tracking: Track client orders and coaching program purchases.
Revenue & Analytics: Gain valuable insights into your sales performance with detailed revenue tracking and analytics tools.
Secure Communication Hub: Facilitate seamless communication with clients through:
Private Messaging: Communicate securely with clients one-on-one.
Integrated Video Conferencing: Conduct coaching sessions and host webinars for a more engaging face-to-face experience.
Management and Tracking for Improved Outcomes: Help clients stay motivated and accountable with features that enable you to:
Goal Setting: Create goals collaboratively with clients.
Task Management: Assign and track tasks for yourself and your clients.
Stay Organized: Manage your coaching business efficiently with:
Built-in Calendar: Manage your coaching schedule and track availability.
Task Management: Create and manage tasks for yourself and your clients.
Security and Privacy: Choose a platform with industry-standard security measures and a clear privacy policy to ensure a safe space for you and your clients.
Ease of Use: A user-friendly interface for you and your clients is essential. Look for a platform with world-class customer support.
Integration Advantage: Consider a platform that integrates with the other tools you use in your business, such as your CRM and payment processor, to streamline your workflow and save time.

Step 3: Do Your Research

Once you understand your needs, research different online coaching platforms. Read reviews, watch demos, and take advantage of free trials to get a feel for each platform’s functionality and user experience.

Step 4: Prioritize Coaching Success

The best platform empowers you to deliver exceptional coaching and grow your business. Don’t get bogged down by features that won’t directly benefit your coaching approach or clientele.

We’re Building the Best Platform for Coaches

At Autowade (launching July 1, 2024!), we’re committed to providing coaches with the best-in-class online coaching platform.

While we’re building the best-in-industry online coaching platform set to launch on July 1, 2024, why not sign up using this link.

In the meantime, explore more resources!

Originally published at https://resources.autowade.com.