Verra for coaches
Client management software for coaches
Coaching businesses run on relationships and rhythm. Verra keeps enquiries, discovery calls, coaching packages, session tasks, and payments organised so you can spend your time coaching instead of chasing admin.
30-day free trial. No credit card required.
What usually gets in the way
The work is not the problem. The scattered admin around it is.
- Enquiries and discovery calls tracked in a personal inbox
- Coaching packages and agreements sent as one-off documents
- Session follow-ups and client actions lost between calls
- Payment plans and instalments tracked manually
- No simple view of active clients, renewals, and monthly income
How Verra works for coaches
One connected workflow from first conversation to money in the bank.
Manage your clients
Hold every coaching client and enquiry in one record with notes, goals, and session history.
Stay in front of your market
Nurture past and prospective clients with email campaigns and scheduled LinkedIn posts built from your existing contact list.
Track the opportunity
Track discovery calls and package enquiries as opportunities with a clear next step and expected value.
Make the offer
Send coaching package agreements as branded proposals with e-signature and an accept-and-pay client room.
Do the work
Create session follow-up tasks, recurring check-ins, and client action checklists that stay on the schedule.
Manage the money
Bill packages upfront or in instalments, record each payment as it lands, and keep balances visible.
See the business
See active clients, monthly recurring income, and renewal risk without building a spreadsheet.
What changes
- Discovery calls converted into signed packages faster
- Consistent follow-up between sessions
- Payment plans tracked without manual maths
- A calm operating rhythm across your coaching roster
Questions coaches ask
Can Verra handle coaching packages and payment plans?
Yes. Package agreements go out as proposals, and invoices support instalment payments that automatically update balances and income.
Does Verra include scheduling for discovery calls?
Yes. Verra includes availability rules and a public booking page so clients can book discovery and coaching sessions directly.
Is Verra suitable for a solo coach?
Verra is designed for independent professionals. One plan includes everything — no per-seat pricing or complex configuration.