The CoachAccountable Blog

Master CoachAccountable and become the best dang coach you can be. Also, news.

Track Client Engagements to Power Your Business

Whether you’re just starting out as a single coach or run a large team of coaches, you probably sell a few, maybe two or three, standard products or packages. If you’d like a tidy productization of those, where a client asks, “What exactly do you do? What’s included? What’s it like to work with you?” and you can respond with a direct answer, we think Engagements helps solve that problem.

Introducing CoachAccountable Engagements

Engagements is intended to make the business side of your coaching business more automated and trackable. Engagements allows you to keep track of the rules and progress of a given coaching product or package.

A pretty way to see many aspects of your coaching program

Here are some questions Engagements can answer for you:

  • How many appointments has a given client booked?
  • How many of those were cancelled, and how many actually occurred?
  • How many hours of coaching have accrued?
  • Do these results fit with my packages as I’ve designed them?
  • How can I know when a client nears the end of his/her engagement with me? How can the client know?

And some questions Engagements can answer for your clients:

  • What is your offering?
  • What exactly do you do?
  • How do you work?
  • What’s it like to work with you?

Here are the key ways in which Engagements will serve you:

  • Tracking Engagement progression – Easily keep tabs on how many appointments a client has had (and has remaining) within their current arrangement with you.
  • Recurring billing – Offer installment plans or subscription billing, billed automatically, over the course of a coaching relationship.
  • At-a-glance overview – Keep abreast of how engagements are progressing with all clients at a glance: who’s just started, who’s nearly done, who’s not using their sessions.
  • Timely reminders to re-up – Get automated alerts that prompt you to open up the conversation about continuing, give your clients notifications prompting them to consider the same.
  • Offer easy-to-buy packages – Let prospective clients book and begin with you from your very own website with an easy to sign up/easy to purchase flow that sets everything in motion with no work on your part.

This could be on your own website, branded to your colors!

Engagements helps answer client questions and automate some of your busywork without added data entry. Make your coaching more clear and more enticing for clients with Engagements.

Ready to get set up?

Learn how to set up your Engagement here.

If you don’t already have one, you’ll need a CoachAccountable account (it’s free for 30 days).


  1. Ben Gallant

    Hey there,

    I’m working with a team here and they’re wanting to track the number of coaching hours they complete with a client and that includes about an hour or two of admin work that won’t be captured by Appointments.

    How can we handle this and track that engagement? Thanks!

    May 13, 2020 @ 9:21 pm

  2. Morgan

    Hi Ben,

    Sure thing. Create an Appointment Type called “Admin Hours”, and have the appropriate coach schedule those admin hours as appropriate. Ensure that the parameters of the Engagement will include Admin Hours and it’ll be included!

    May 14, 2020 @ 1:04 am