Take careof yourstudents.All of them.

Most refunds are preventable. You just couldn't see them coming.

Coachly is the client success workspace for coaching companies running hundreds of students. One table, every student, every signal — check-ins, calls, payments, community, all under your brand. Your CS team stops flying blind. You stop getting Monday-morning surprises.

The pitch

Your CS team shouldn't live in spreadsheets.

Most coaching companies run 1,200 students across seven tools that don't talk to each other — Stripe, Calendly, Discord, a Notion doc called Student Tracker v7 FINAL FINAL, a Zapier duct-tape layer holding it together. Coachly is the workspace your CS team actually wants to open on a Monday.

Today
9 tabs
Kajabicourse hosting
Calendly1:1 booking
Skoolcommunity
ConvertKitemail marketing
Stripecheckout + payments
Discordgroup chat
Notionstudent notes
Zapierglue between tools
Mailchimpnewsletters
On Coachly
1 workspace
Coachly
coachly.

Delivery, check-ins, community, 1:1 calls, payments, automations, and the CS table. Under your brand. One workspace.

One door, your name on it

Your name on the door. Not ours.

Students shouldn't log into someone else's brand to do your program. Custom domain, your logo, your colors, your app if you want one. No “Powered by Coachly” watermark anywhere students look. Whitelabel is the default, not an upsell.

coachly.app/brand-preview
Whitelabel
Tuesday · April 22

Welcome back.

Active program
12-Week Foundations
Lesson 7 of 12 · 18 students enrolled
Delivery

Run a real program. Not a content library.

Programs

Programs, not courses.

Build the program once. Order the lessons. Invite cohorts. Your CS team sees who’s on pace and who’s stalling — without opening a second tab.

Lessons

Lessons in order.

Video or written. Released on cadence or all at once. Marked complete by the student. Finishers surfaced for testimonials and upsells.

Check-ins

Check-ins are the signal.

Define the questions you actually ask — short text, scales, yes/no. Students answer weekly. A missed check-in shows up flagged in the CS table before the refund window opens.

The room

Skool is loud. Your room shouldn't be.

Per-program threads, replies, a live chat for the room. No streaks, no leaderboards, no confetti. Students who've been quiet for 18 days are flagged for your CS team — not gamified back with a notification.

coachly.app/programs/foundations/community
Community
Mara J.
2h

Day 24 of the program. Hit my deadlift PR and noticed I'm sleeping straight through the night for the first time in months. The check-ins keep me honest more than I expected.

4 replies
Dev R.
yesterday

Anyone else find the Monday lesson surprisingly heavy? Going to sit with it for a day before writing my reflection.

2 replies
1:1 calls

Booking, in the same place as everything else.

Set how many calls each program includes. Students book in one click. Your CS team sees unused entitlements, the students who haven't booked in 30 days, and the save calls they need to put on the calendar this week — next to the check-ins, not in a second tab.

coachly.app/programs/foundations/book
1:1
April 21 — 27
Book a 1:1 with Coach S.
1 of 3 calls this month
Mon
21
Tue
22
Wed
23
Thu
24
Fri
25
Sat
26
Sun
27
Payments

We never touch your revenue.

0% transaction fees, forever. What you charge is what you keep. Connect Stripe, Whop, or Fanbasis — Coachly invites the student, enrolls them in the right program, and tracks the payment. Refunds and failures land in the same table as missed check-ins, so your CS team sees the full picture in one row.

coachly.app/settings/payments
Payments
Connected
Stripe · acct_1Pq…@yourdomain.com

Charges, invoices, refunds — straight from your Stripe dashboard.

Recent payments
Apr 21Mara J.$249Succeeded
Apr 19Dev R.$249Succeeded
Apr 18Sam T.$249Refunded
The CS layer nobody built

Catch the quiet ones before they refund.

Every refund has a trail. Three missed check-ins, one skipped call, eighteen days quiet in the chat. Your CS team isn't missing signals — they're missing a place to see them. One table. Every student. Flagged, winning, finishing, at risk. Ask the ones doing well for a testimonial. Book a save call with the ones who aren't.

coachly.app/dashboard/students
Client success
Mara J.12-Week Foundations2h ago
62%
On track
Dev R.12-Week Foundationsyesterday
48%
On track
Sam T.Advanced · Spring5 days ago
22%
Overdue
Lia K.12-Week Foundations12 days ago
30%
Overdue
Theo B.Recovery Reset3 weeks ago
15%
Inactive
Iris M.Advanced · Springtoday
88%
On track
Workflows

Testimonials aren't luck. They're a workflow.

Triggers from the signals that actually matter: missed two check-ins, program ends in fourteen days, a win posted in the room, a payment failed. Route it to the right CSM, fire an email, queue a save call. Ask the finisher for a testimonial the morning they hit the last lesson.

coachly.app/settings/automations/new
Automation
Step config
Send the message
  • Channel: Email
  • Template: Gentle nudge
  • From: Coach S.
Email preview
Quick check — how are you doing?
Hey {{first_name}},

Noticed you haven't logged a check-in for the program in a few days. No pressure either way — just wanted to make sure you're okay and the program is still working for you.

If you're stuck on something, reply here and I'll see it directly.

— Coach S.
Keep Kajabi for the funnel

You don't have to rip out your marketing stack. Signed webhooks and a bearer-token API for the rest.

  • Stripe
  • Whop
  • Fanbasis
  • Calendly
  • Zapier
  • Make
  • n8n
  • Resend
Questions

The objections we expect.

  • How is this different from what Kajabi is about to build?
    Kajabi is an expert-facing marketing platform. They've been around a decade and still haven't built CS infrastructure. That's not an accident — it's a focus. Kajabi builds for the founder-expert. We build for the CS team running a $5M operation. Different audience, different tool.
  • We just migrated platforms. We can't move again.
    You're not migrating the whole business — you're moving the delivery and CS layer. Marketing, funnels, and email stay where they are. Students get one announcement and a new URL. Most teams are moved in under two weeks.
  • Our CS process is the problem, not the tool.
    Maybe both. But a great process on top of six disconnected tools still produces refund surprises. You can keep fixing the SOP — but if your CSMs can't see a student about to refund, no SOP will surface it. Better process on a single source of truth beats perfect process across six tabs.
  • We need proof this works before we commit.
    Fair. We're pre-launch — no case studies yet, and we won't invent any. Waitlist is free. Demo is 20 minutes with the founder. If what you see doesn't solve a real problem for your CS team, you pass.
  • Who's behind this? Will you be around in two years?
    Legitimate concern. Right now you're not buying a mature platform — you're buying direct access to the person building it and input on what gets shipped. That's the upside of early. We'll earn the rest.
  • How does the whitelabel actually work?
    Custom domain, your logo, your colors. No "Powered by Coachly" watermark anywhere students look. Whitelabel is the default, not an upsell — it's on every paid tier. On Custom, you also get a white-label mobile app.
  • How do payments work?
    Connect Stripe, Whop, or Fanbasis. When someone pays, Coachly invites them and auto-enrolls them in the right program. Refunds and failures land in the same table as missed check-ins, so your CS team sees the full story in one row. You keep your provider account. We never touch the funds. 0% transaction fees, forever.
  • Who owns my data? Can I export it?
    You own everything. Students, programs, lessons, check-ins, payments, messages — all exportable as CSV or via the public API. If you ever leave, you leave with everything.
  • How is my data secured?
    Tenant isolation is enforced at the database level (Postgres row-level security), not just in application code. Stripe and webhook secrets never leave the server. SSO (SAML 2.0 + OIDC) and audit logs are available on Custom.

Take care of your students.
We'll take care of the tool.

We're in open beta. Free during beta. Launch pricing locked for the first 200 workspaces. Tell us what you run and what you're using today — we'll be in touch when yours is ready.

Join the waitlist