Business Coaching
All 9 on every plan, from $75/mo Solutions for business coaches
Nine solutions. One coaching practice.
Everything you’re currently doing across a scheduler, a CRM, a notes app, a file drive, an e-sign tool and a course platform — running off one client record, on every plan.
01 · Fill the calendar
Selling shouldn’t stop when you’re delivering.
The three pieces that end feast-or-famine: a calendar clients can fill themselves, a board that shows every live conversation, and follow-up that happens without you.
3 solutions
Must have
Booking pages & reminders
“Six emails to move one call — and they still didn’t show.”
Share one link per session type — discovery, 1:1, quarterly review — each with its own length and buffers. Intake questions answered at booking, waiting on the record before you dial. Automatic confirmations, reminders and reschedule links — no-shows drop without you nagging. Google and Outlook two-way sync, so your real life blocks your bookable hours.
Replaces your schedulerSee the solution
Must have
Discovery-call pipeline
“I have no idea what next quarter looks like until it’s here.”
Coaching stages out of the box: inquiry, discovery, proposal, signed, onboarding. Every card carries the package, the term and the monthly value — so you can see the quarter. Stalled conversations surface themselves instead of quietly dying in your inbox. Referral source on every card, so you know which speaking gig or podcast actually pays.
Replaces your CRM & spreadsheetSee the solution
Nice to have
AI follow-up & nurture
“Great call in March. I meant to follow up. It’s June.”
Drafts the recap and next-step email straight from the session note — in your voice, not a template’s. Nurture sequences for the “not right now” leads, so month-six follow-up happens on its own. Check-in prompts when a client has gone quiet between sessions. You always review before it sends. Nothing leaves without your name on it.
Replaces your email toolSee the solution
02 · Run the engagement
The coaching is yours. The memory is ours.
Clients don’t leave because a session went badly. They leave because the thread got dropped — the commitment nobody followed up on, the context you had to re-ask for.
3 solutions
Must have
Client & company records
“Who was the CFO she kept mentioning? It’s in a DM somewhere.”
One record per client, linked to their company and every stakeholder you coach around. Engagement details on the record: package, term, cadence, rate, renewal date, sponsor. Custom fields for how you actually work — assessment type, tier, cohort, focus areas. Corporate engagements handled properly: the buyer, the coachee and HR all on one org.
Replaces your contacts & sheetsSee the solution
Must have
Session notes & history
“I’m five minutes in and still reading last month’s notes.”
Every session logged against the client — agenda, notes, commitments, next date. Private coach notes stay private; shared recaps go to the client’s portal. Search two years of history for the one theme that keeps coming back. Calls, emails and files attach themselves to the timeline — no copy-paste.
Replaces your notes appSee the solution
Must have
Accountability & tasks
“Nothing happened between sessions, so we spent the hour re-deciding.”
Commitments captured in the session become dated tasks with an owner — you or them. Automatic nudges before the due date, so the coaching works between the calls. Your own follow-through tracked too: recaps sent, intros made, resources promised. Open commitments load with the client record — the first question asks itself.
Replaces your task appSee the solution
03 · Prove the value
Retention is a documentation problem.
Coaching works long before it’s obvious. If the movement isn’t written down, month eleven becomes a debate — and a corporate sponsor cuts the line item first.
3 solutions
Nice to have
Progress scorecards
“They asked what they got for $30K and I answered from memory.”
Set the two or three numbers the engagement was hired to move; update them per session. Baseline versus today, visible to the client — and to the sponsor paying the invoice. Practice dashboards too: active engagements, retention, revenue, sessions delivered. Print or export a progress summary for the renewal conversation in one click.
Replaces your slide decksSee the solution
Nice to have
Client portal & resources
“Can you resend the worksheet? I can’t find the email.”
A branded space per client: recaps, worksheets, replays, assessments, their scorecard. Reusable resource library — publish the framework once, assign it to everyone. Cohort spaces for group programs, so 20 people move through one curriculum. Clients and their teams are free guests — portal access never costs you a seat.
Replaces your drive & course toolSee the solution
Must have
Proposals & e-signatures
“They said yes on the call. Then the agreement sat for three weeks.”
Package proposals generated from the record — scope, cadence, term and price, on brand. Sign in the browser at 11pm; the engagement and portal spin up automatically. Reusable templates for coaching agreements, confidentiality terms and intake forms. Renewals send themselves before the term lapses — no unbilled month of goodwill work.
Replaces your e-sign toolSee the solution
The survival checklist
Six jobs a coaching practice can’t skip.
Every one of these is someone’s monthly subscription today. Here’s where each lands in Axiom.
Six tools, six logins, six bills — or one workspace from $75/mo. Compare the cost
All nine, on every plan, from day one.
Nothing here is an upsell tier. Start the trial and the whole practice runs in one place by the end of the week.