Top 10 must-have features you need in an online coaching platform to enhance your client experience

There are many options for choosing an online coaching platform for your coaching business; trust me, this is a decision you don’t want to go wrong with! 

If you go wrong, you’ll be stuck with a platform that creates a mediocre client experience for your clients, and that’s the last thing you want to settle for! 👀 

This blog post will discuss the top 10 must-have features in an online coaching platform. 

These features will improve your client experience and position you as a leader in your industry.

1. Content delivery

Choose an online coaching platform that allows you to deliver your coaching content in various formats, such as videos, PDFs, audio recordings, and assessments. This is arguably the most essential feature, allowing you to cater to different learning styles while engaging your clients.

2. Marketing asset

Choose an online coaching platform that allows you to become a lead-generation machine. Some specific sets of sub-features must enable you to: 

• Build automated sales funnels to nurture potential clients and convert them into paying customers. 
• Design and send targeted email campaigns to promote your programs and build relationships. 
• Create engaging forms to capture leads and gather valuable client information.

3. Website launch

Choose an online coaching platform that lets you launch a professional-looking website quickly. You should be able to get started fast with beautiful, pre-made website templates that you can easily customize to reflect your brand identity.

4. Sales machine

Choose an online coaching platform that allows you to conduct effortless transactions and maintain clear financials. Some specific sets of sub-features must enable you to:

• Generate and manage electronic contracts with e-signatures. 
• Create and send invoices automatically with secure online payment options. 
• Track client orders and coaching program purchases. 
• Gain valuable insights into your sales performance with detailed revenue tracking and analytics tools.

5. Secure communication

Choose an online coaching platform that facilitates seamless communication. Some specific sets of sub-features must enable you to:

• Communicate securely with clients one-on-one through private messaging features. 
• Conducting coaching sessions and hosting webinars with integrated video conferencing, allowing you to connect face-to-face for a more engaging experience.

6. Management and tracking

Choose an online coaching platform that helps you create goals, tasks, and other accountability strategies for your clients to manage their next steps and track their progress over time. This will help them stay motivated and, of course, accountable! 

7. Organization: 

Choose an online coaching platform that allows you to stay organized and on top of your schedule. Some specific sets of sub-features must enable you to:

• Manage your coaching schedule efficiently with a built-in calendar that will enable you to schedule appointments and track your availability. 
• Create and manage tasks for yourself and your clients to ensure you get all critical deadlines and action items.

8. Security and privacy

Choose an online coaching platform that ensures security and protects your clients’ data. Look for a platform with industry-standard security measures and a clear privacy policy.

• Ease of use: Choose an online coaching platform that is easy for you and your clients to use. Look for a platform with a user-friendly interface and world-class customer support.
• Integrations: Choose an online coaching platform that integrates with the other tools you use in your business, such as your CRM and payment processor. This will help you streamline your workflow and save you a lot of time.

🚨 Freebie Alert: The Ultimate Coaching Catalyst Pack

As a bonus, we’d like to offer you our FREE “Ultimate Coaching Catalyst Pack,” designed to help you elevate your client experience right away. This pack contains over 190 customizable Canva templates for all your coaching business needs, including:

• Coaching Package: Coaching Program + Pricing Guide
• Client Welcome Kit for Onboarding
• Coaching Call Deck for Coaching Calls
• Webinar Slide Deck to Launch Your Offer
• Coaching Worksheets + Trackers
• eBook Template for Lead Magnet
• Client Goodbye Kit for Offboarding
• Bonus: Instagram Single Post Templates

By choosing an online coaching platform with these features, you can create a superior client experience that will set you apart from the competition and position you as a leader in your industry.

In the meantime, explore more resources!

• Our latest blog: How to structure your online coaching sessions
• Do you love this blog? Share it with a coach you think will benefit from it! 💛