Every session starts with a search.
You remember the client, but finding the previous discussion and agreed actions takes time.
Solutions Business CoachesFor business coaches & coaching practices
Keep your clients, sessions and next steps together.
The value of a coaching conversation continues after the call. Keep intake details, session notes, agreed actions and client feedback organised so the next session starts with useful context.
- No card required
- 30 days of Premium included
- Free plan to keep
Real ToolsPad interface Demonstration workspace
One account. A more connected way to work.
21 focused apps
Unlimited human teammates
Free plan limits apply Less scattered workYou have enough to manage.
You have enough to manage.
Keep the moving parts together.
The next step stays in the notebook.
A clear action in the conversation needs an equally clear place after the call.
Feedback arrives informally.
Useful observations and client outcomes get buried in messages instead of becoming a structured record.
From the first step
to the next useful outcome.
Start with what matters to business coaches. Keep the work and its context in the same workspace.
- 01 Lead Forms
Understand the starting point
Use a lead form to collect business goals and context. Review submissions before deciding the next step.
Make booking straightforward
Publish a booking page for a discovery or coaching session, using the availability you configure.
- 03 Notes
Keep the conversation useful
Record your session notes and create agreed actions as tasks. This is your working record—not an automatic transcript.
- 04 Surveys
Ask what changed
Share a check-in survey or request a testimonial when appropriate. Review responses before using them publicly.
A working process, not an automatic setup. Choose the apps you need and organise them around your business.
Start focused.
Keep more within reach.
Each app has a clear job. Together, they give business coaches room to work without juggling a separate account for every task.
Appointment Scheduling
Let prospects and clients book the session types you make available.
Explore Appointment SchedulingLead Forms
Ask about the business, goals and current challenges before the call.
Explore Lead FormsCRM
Keep the relationship and follow-up context in one client record.
Explore CRMNotes
Capture session context, decisions and observations in your own structure.
Explore NotesTasks
Record agreed actions with an owner and a useful due date.
Explore TasksSurveys
Collect structured check-ins or programme feedback.
Explore SurveysTestimonial Collector
Invite clients to share outcomes you can review and publish as proof.
Explore Testimonial CollectorAll included in one account, within your plan’s limits. Use one app today and add another when the work calls for it.
Space for the people behind the workOne business home.
One business home.
Room for your whole team.
Keep the people, apps and records for each business in a dedicated workspace. Bring your teammates into the work without a per-seat bill.
Find the plan that fitsInvite the people who do the work
Every plan, including Free, supports unlimited human teammates. Resource and feature limits still depend on your plan.
Keep separate businesses separate
A workspace is a dedicated home for one business. Switch between your workspaces from the same account.
Keep access intentional
Use workspace roles and app permissions to manage who can see and work with business records.
Your first useful step
Prepare for your next coaching session.
Start with one client and a clear record of what you want to revisit.
Start in Appointment Scheduling. Shape the workspace around your own work.- 01
Create a client record and a session note.
- 02
List the agreed actions and review dates.
- 03
Set up a booking page or a simple feedback survey.
Make a confident
first move.
What business coaches should know before getting started.
See pricing and plan limitsIs this for business coaching or fitness coaching?
This page is for business coaching and advisory work. ToolsPad does not provide workout programming, nutrition plans, clinical records or therapy-specific practice management.
Is this a course or membership platform?
No. Use ToolsPad for client administration, sessions, notes, actions and feedback. Keep your existing learning-management or course-delivery platform if you need one.
Can clients book their own sessions?
Yes. Appointment Scheduling lets you publish booking pages for the availability and session types you configure. Check the app page and plan limits for the features you need.
Does it record and summarise my calls?
No automatic call recording or AI meeting summary is promised. Notes gives you a place to capture the context and actions you choose to record.
Are notes and testimonials automatically public?
No. Workspace notes remain subject to access permissions. Publishing a testimonial is a deliberate action; collect and use client permissions appropriate to your coaching practice.
Can I start free and bring my team?
Yes. One free account includes all 21 ToolsPad apps within Free plan limits, unlimited human teammates, and 30 days of Premium to explore—no card required. Afterward, continue on Free or choose a paid plan for more capacity and advanced features. See Pricing for current limits.
One account. 21 connected apps.
Start with what matters to you.Discover the rest of ToolsPad.
Beyond the next session, you can publish a focused offer, prepare an invoice, organise documents or map a client's business challenge—all within the same account.
Appointment Scheduling
Let prospects and clients book the session types you make available.
Lead Forms
Ask about the business, goals and current challenges before the call.
CRM
Keep the relationship and follow-up context in one client record.
Notes
Capture session context, decisions and observations in your own structure.
Tasks
Record agreed actions with an owner and a useful due date.
Surveys
Collect structured check-ins or programme feedback.
Testimonial Collector
Invite clients to share outcomes you can review and publish as proof.
Whiteboards
Map ideas alongside the work they belong to.
Polls
Let your audience help make the next decision.
Landing Pages
Build a focused page around your next offer.
Subscription Tracker
See what renews before you pay again.
Estimates & Quotes
Turn your proposal into a clear, professional quote.
Invoice Maker
Prepare clear invoices and track their status.
Business Calculators
Work through pricing, margins and business scenarios.
Time Tracking
Know where the working hours are going.
Smart Links
Route visitors and compare campaign results.
Opportunities
Keep promising deals moving toward a decision.
QR Code Generator
Create branded QR codes and review their reach.
Dashboards
Bring useful business signals into one view.
Documents & Media
Find, share and reuse your business files.
Blogs
Give your expertise a place to grow.
More tools. One free account.Scroll to explore, or use the arrows.
A simpler next step
Bring clearer follow-through to your next session.
Keep the conversation, the client context and the next step organised. Begin with one client and expand at your own pace.
Create your free account No card required. Start free.
Choose a paid plan only when you need it.
Choose a paid plan only when you need it.