Client management software for business coaches
Every client, every plan, one portal.
Your clients' teams run their plans in Catipult every week. You log in once and see how each one is moving. Your AI assistant knows your method, your notes stay private, and new prospects arrive through your own plan link.
Clients
See which clients need you this week
Every company you coach in one list: its status, team size, KPIs and last meeting. Above the list, a short note names the clients that need you: no meeting yet, numbers never measured or off track, a plan gone quiet. The flags come from your clients' own activity in Catipult: meetings held and KPIs updated.
- Prospect, active and paused, set by you
- Team members and KPIs at a glance
- Clients who need attention listed first: no recent meeting, or numbers slipping
Your client's side
What does my client's team do in Catipult between sessions?
You build the plan. Your client's team runs it. The owner, managers and team log in, each to their own part. They update their KPIs, run the weekly meeting with the numbers first, and close action items with owners and due dates. Every update shows up in your portal, so you walk into the next session knowing what moved and what stalled. Your client's team uses Catipult free and never gets a bill.
- Each person sees their own KPIs and action items
- Weekly meetings run inside Catipult, KPIs first
- Every update reaches your portal
Your plan link
catipult.ai/plan/your-nameBuilt their own plan · 2 KPIs · waiting for your first call
New clients
How does the plan link bring you new clients?
Put your plan link on LinkedIn, your website or your email signature. A business owner who clicks it builds a first draft of their own plan, and lands in your client list as your prospect. You walk into the first call with their plan already on the table.
Client view
Every KPI from baseline to target, with your private notes
Open any client to see each KPI's starting point, its target and when it was last updated. Add notes that only you can see, and keep the meeting history next to the numbers.
Shown: an example client. Plans and KPIs work in English and Spanish.
Coaching DNA
An AI coaching assistant that coaches the way you do
Write down how you coach once. Your principles, your frameworks, the industries you know and the advice you never give. The assistant carries it into every answer, so clients hear your method, not a generic chatbot.
- Principles you coach by
- How you work: questions, cadence, frameworks
- Industry depth the assistant leans on
- Red lines it must never cross
Then ask one question and compare the default assistant with yours, side by side.
You use it to prep for sessions. Your clients use it between them, and hear your method when you're not in the room.
Content and documents
Marketing content for your coaching practice, from your own material
Upload your playbooks and methodology notes once. Catipult drafts LinkedIn posts, newsletters and articles in your voice, or reworks something you already wrote. Drafts and published pieces stay in your library.
Content generator: write instructions or paste a post to rework.
Document library: the AI draws on your files automatically.
Get found
A public coach profile that business owners can find
Once Catipult approves your profile, you can publish it at your own address with your title, bio, expertise and location. Turn visibility on or off whenever you like.
Browse coachescatipult.ai/coaches/your-nameExample profileMarcus Ellery
Business coach · Austin, TX
Approved by CatipultI help owners of 10- to 80-person trade businesses build a team that runs without them, and a company worth more when they sell.
Questions about the coach portal
What is client management software for coaches?
It is one place to track every company you coach: their plans, KPIs, meetings, action items and your notes. In Catipult, your clients' teams run their plans inside the platform every week, so you see their progress whenever you log in. AI drafts each plan from the client's website and preps you for sessions in your own method.
How does my client's team get access to Catipult?
Paste the client's website and Catipult drafts their plan, KPIs and meeting rhythm. You edit it, then invite the owner and team by email. Each person logs in to their own KPIs, action items and weekly meeting. Client teams never pay.
What does my client do in Catipult between sessions?
The client's team updates their KPIs, runs the weekly meeting with the numbers first, and closes action items with owners and due dates. Every update shows up in your coach portal. They see their plan, KPIs and meetings. Your private notes stay visible only to you.
Can the AI assistant use my coaching method, and can my clients use it?
Yes to both. In Coaching DNA you describe your principles, frameworks, industries and red lines, and upload your own documents. You use the assistant to prep for sessions. Your clients use it between sessions, and it answers in your method.
How do I know which clients need me this week?
Attention flags come from your clients' own activity in Catipult. A client is flagged when it has no meeting yet, its numbers were never measured or are off track, or its plan has gone quiet. The flags sit above your client list, and those clients come first in it.
What happens to my client's data if I stop coaching them?
They will still have access to Catipult and their data. Nothing is lost.
Is Catipult free, and can I put my own brand on it?
Yes. The coach portal is free, with unlimited clients and one coach seat, and your client's team uses it free and is never billed. Branded, $500 a month, adds your logo and colors. Fully Custom, $1,000 a month, runs Catipult on your own domain with no Catipult branding.
Open your portal and add your first client today.
Your client's team joins free.