Focus on people,
not pipelines

The Coaching Dashboard is the all-in-one tool to run your coaching business. Manage sessions, send invoices and access premium coaching resources.

thecoachingdashboard.com

Sync with:

Focus on people,
not pipelines

The Coaching Dashboard is the

all-in-one tool to run your coaching business. Manage sessions, send invoices and access premium coaching resources.

Sync with:

Focus on people,
not pipelines

The Coaching Dashboard is the all-in-one tool to run your coaching business. Manage sessions, send invoices and access premium coaching resources.

Sync with:

Features

Features

Features

Everything You Need in One Place

Powerful features designed to make teamwork seamless

Simple and effective tools and resources

Personalised client profiles

View recent sessions, payments and leads to make informed decisions

Personalised client profiles

View recent sessions, payments and leads to make informed decisions

Personalised client profiles

View recent sessions, payments and leads to make informed decisions

Coaching resources

Professional client intake forms, agreements and worksheets at the click of a button

Coaching resources

Professional client intake forms, agreements and worksheets at the click of a button

Coaching resources

Professional client intake forms, agreements and worksheets at the click of a button

Clear finances

Track progress, set milestones, and manage tasks with intuitive finance management tools

Clear finances

Track progress, set milestones, and manage tasks with intuitive finance management tools

Clear finances

Track progress, set milestones, and manage tasks with intuitive finance management tools

Simple invoicing

Stop paying for invoicing software. Create, edit and manage beautiful invoices directly from the Dashboard

Simple invoicing

Stop paying for invoicing software. Create, edit and manage beautiful invoices directly from the Dashboard

Simple invoicing

Stop paying for invoicing software. Create, edit and manage beautiful invoices directly from the Dashboard

Benefits

Benefits

Benefits

Why Coaches Choose Us

Experience the difference of an all-in-one workspace

Increased Productivity

Streamline your workflow and get more done

Spend less time juggling platforms

Spend less time juggling platforms

Spend less time juggling platforms

Quick overview

Quick overview

Quick overview

Automated workflows

Automated workflows

Automated workflows

Better Organization

Keep everything organised and accessible

All work centralised in one place

All work centralised in one place

All work centralised in one place

Automated follow up reminders

Automated follow up reminders

Automated follow up reminders

Find anything in seconds with powerful search

Find anything in seconds with powerful search

Find anything in seconds with powerful search

Pricing

Pricing

Simple, Transparent Pricing

Choose the perfect plan for your team's needs

Starter

Most Popular

Up to 10 clients & 50 leads

$9.99/month

10 clients

50 leads

Invoice generator

Stripe integration

Calendly integration

20+ Premium templates including: Client Intake Form, Client Agreement, SMART Worksheet

Priority email & chat support

Enterprise-grade security

14-day free trial

Cancel anytime

Join waitlist

Pro

Unlimited clients & leads

$19.99/month

Everything in Starter

Unlimited clients

Unlimited leads

Remove The Coaching Dashboard branding from resources and add your own

Zoom integration

AI-Assistant

Unlimited storage

Free phone support

14-day free trial

Cancel anytime

Join waitlist

Starter

Most Popular

Up to 10 clients & 50 leads

$9.99/month

10 clients

50 leads

Invoice generator

Stripe integration

Calendly integration

20+ Premium templates including: Client Intake Form, Client Agreement, SMART Worksheet

Priority email & chat support

Enterprise-grade security

14-day free trial

Cancel anytime

Join waitlist

Pro

Unlimited clients & leads

$19.99/month

Everything in Starter

Unlimited clients

Unlimited leads

Remove The Coaching Dashboard branding from resources and add your own

Zoom integration

AI-Assistant

Unlimited storage

Free phone support

14-day free trial

Cancel anytime

Join waitlist

Free coaching resources

Client intake form

This form collects essential details, such as contact information, background, goals, and current challenges. It also helps identify the client's expectations, preferred communication style, and any specific areas they want to focus on during coaching.

Client agreement

This document outlines the terms of service, including coaching session frequency, duration, payment terms, and confidentiality. It also addresses mutual responsibilities, such as the client’s commitment to the process and the coach's role in providing support.

Goal setting worksheet

This follows the SMART framework (Specific, Measurable, Achievable, Relevant, Time-Bound) and includes sections for identifying challenges, creating an action plan, tracking progress, and making necessary adjustments.

Time management worksheet

By setting clear objectives and creating schedules or action plans, clients can maximise productivity and achieve a better work-life balance, leading to a more efficient and fulfilling life.

Value clarification worksheet

Value clarification worksheet

This tool helps clients gain clarity on what truly matters to them, enabling more intentional decision-making and alignment in both personal and professional aspects of their lives.

This tool helps clients gain clarity on what truly matters to them, enabling more intentional decision-making and alignment in both personal and professional aspects of their lives.

Reflection & self-assessment worksheet

Reflection & self-assessment worksheet

Clients are encouraged to identify achievements, challenges, and lessons learned, which provides valuable insight into their development and offers the opportunity to adjust strategies for continued success.

Clients are encouraged to identify achievements, challenges, and lessons learned, which provides valuable insight into their development and offers the opportunity to adjust strategies for continued success.

Focus on people, not pipelines

Focus on people, not pipelines

Focus on people, not pipelines