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
Contacts → Marketing → Deals → Proposals → Tasks → Money. Supported by Dashboard, embedded Insights and Verra AI.
Contacts — Know the relationship.
Keep leads, prospects, clients, notes and activity connected in one place.
Marketing — Stay visible.
Email the contacts already inside Verra and maintain your professional visibility on LinkedIn without another complicated marketing system.
Deals — Track the opportunity.
See which conversations could become revenue, what they are worth and what needs to happen next.
Proposals — Make the offer.
Turn an opportunity into a clear professional proposal, share it with the client and move accepted work forward.
Tasks — Do the work.
Keep follow-ups and client work visible so you always know what needs your attention.
Money — Get paid.
Create invoices, track payments, record income and expenses, and understand the basic financial health of your business.
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. Present packages as proposals, create an invoice after review, and record partial payments to keep balances and recorded income current.
Can I stay visible between coaching engagements?
Yes. Email broadcasts to your Verra Contacts and LinkedIn drafting, scheduling and publishing support your professional visibility.
Is Verra suitable for a solo coach?
Verra is designed for independent professionals. One plan includes everything — no per-seat pricing or complex configuration.
Verra is also built for
Run the business behind your expertise.
30-day free trial. No credit card required.