Run Your Coaching Business From One Platform.

Save Time, Money, and Stay Organized

If you're piecing together multiple tools like Calendly, Stripe, Docusign, and yet another for your CRM, you already know the cost: broken workflows, scattered information, and a fragmented experience for your clients.

In this 45-minute overview and demo, Glen Oliveiro, Founder & CEO of CoachVantage, walks you through the platform that's built specifically for coaches.

In this demo you'll see:
  • How to customise and brand your webpage.
  • How to create and sell your coaching offers.
  • How to replace Calendly or Acuity with built-in booking pages that save client data automatically.
  • How to manage client coaching engagements in one place.
  • How the client portal gives your clients a professional and organised experience.
  • How CoachVantage handles invoicing, e-contracts, and coaching logs.

Everything Your Coaching Practice Needs In One Platform

CoachVantage was built after speaking with hundreds of coaches who were exhausted by the patchwork of tools they had to maintain.

The result is a platform designed from the ground up for the way coaches actually work.




From first contact to ongoing client success:
  • Create your offers — one-on-one programs, group coaching with or without cohorts, and online courses, each with a ready-made landing page
  • Attract and onboard clients — customisable web page, embedded booking pages, online payments via Stripe or PayPal, e-contracts, and intake forms in one sign-up flow
  • Manage coaching engagements — session notes, goal tracking, assignments, file sharing, and Zoom or Google Meet appointments, all linked to each client
  • Give clients a secure portal — where they access notes, complete forms, track goals, book sessions, and view invoices
  • Run the business side — CRM, invoicing, coaching logs, resource library, and revenue tracking built in
  • AI-powered assistance — Vanta AI helps you write program descriptions, course curricula, and group descriptions in seconds
Background image

Replace 5 tools with one and give your clients a better experience in the process.

Transparent pricing. No commissions on your sales.

Responsive support with hands-on help when you need it.

A Seamless Sign-Up Flow That Converts Prospects Into Clients

CoachVantage gives every coaching program and course its own professional landing page that you can share on social media, embed in your website, or send directly to prospects.

When a prospect signs up, they move through a single, connected flow:
  • Fill in their details and complete an intake form
  • Review and sign your coaching agreement
  • Select a payment option and pay online
  • Receive a branded welcome email with a link to set up their client portal
You get an instant notification, and the client record is already waiting for you in your CoachVantage account.
No copying data between tools, no manual follow-up.



The Client Portal: A Professional Experience Your Clients Will Notice

Once a client is enrolled, they get access to a secure client portal where everything is in one place. No more hunting through email threads or folders.

From the portal, clients can:
  • View upcoming and past sessions, and book new appointments
  • Access notes that you've shared and leave comments
  • Complete forms and submit them back
  • Track goals and mark them complete
  • Download files and resources you've shared
  • View and pay invoices online, sign e-contracts
  • Sign up to your programs and courses
Every action your client takes such as leaving comments, completing goals, or submitting forms, triggers an email notification so you're always up to speed.
CoachVantage has created simplicity for my new business and has saved me money by not having to purchase multiple tools and having it all in one place.
Kate Z.
Extremely easy to navigate. It can be set up in just a few short minutes. I also love the resource center. Also - great value.
Lori C.
CoachVantage is a great value for money, the customer support responds to any request in a timely manner. Not only can you manage all your clients in ONE place, but you can also create links to insert into your website to grow your business.
Stuart H.
Background image

Ready to see CoachVantage in action?

Watch the demo and see how you can bring your entire coaching practice together in one place.