For sales coaching teams
The coaching platform built for sales coaching teams.
Track who's making their calls, closing deals, and on pace — and who's about to refund — all under your brand, not a marketing SaaS.
The operation
The week of a sales coaching operator.
Monday morning your CS lead opens a spreadsheet. Forty-two students in the current cohort, twelve in the follow-on program, eighteen in the accountability tier. She's cross-referencing Friday's morning-call attendance against the deal log in Airtable, flagging the five students who haven't booked a 1:1 with their coach in over two weeks. Three of them are inside the 30-day refund window. Two of those closed their first deal last week but haven't posted in the room — so nobody asked them for a testimonial. Meanwhile a student texts the founder directly, frustrated, asking why their account manager hasn't followed up. The answer is that she's in Google Sheet seven, sorting by last-check-in date, trying to figure out who needs outreach today. By Wednesday, the student has emailed support asking for a refund.
Why sales coaching teams outgrow generic tools.
01
Course platforms don't track behavior change.
Kajabi, Thinkific, and the rest were built around lessons. Sales coaching isn't a lesson — it's a behavior: cold calls made, meetings booked, objections handled, deals closed. The platform that's right for a $100 course is the wrong platform for a $15k sales mentorship, where the unit of progress is a week of outbound activity, not a video watched.
02
Community tools hide the students who are slipping.
The loudest students in the room aren't the ones at refund risk. The quiet ones are — students who posted confidently week one, stopped showing to morning call by week three, and went dark in the room by week five. On Skool and Mighty Networks, they disappear under a feed that rewards volume. In Coachly, they surface flagged, with the timeline that led there.
03
Stitched stacks don't catch refunds before the window closes.
Most sales coaching teams duct-tape Calendly, Stripe, a Telegram group, and a spreadsheet together. By the time the refund email arrives, the student has been quiet for four weeks. The signal was there. Nobody had a view that tied it together — missed morning calls, no 1:1s booked, no activity in the room, no deals logged. Coachly does.
What Coachly does differently for sales coaching.
01
A client success table built for sales mentorships.
One row per student: current week, last 1:1 booked, last check-in answered, deal pipeline (if they log it), morning-call attendance, and refund-window status. Sort by refund risk. Filter by cohort. Flag every student your CS team needs to reach out to before Thursday's call. The table your CS lead has been trying to build in Google Sheets for a year.
02
Check-ins built around sales activity, not lesson completion.
Define the questions that actually matter: dials this week, meetings set, objections you hit a wall on, deals at risk, pipeline value. Students answer weekly. Your CS team sees them in one feed, ranked by whose check-in screams loudest — so a coach can reply with a Loom before the morning call, not three days after.
03
Testimonial workflow tied to wins, not video completion.
When a student closes their first $10k month, lands their first enterprise deal, or hits annual quota, that's the moment. Coachly flags it and queues the testimonial ask, with the student's check-in history attached so your team can write a specific, non-template message. The ask goes out the same day. Response rates stop being a coin flip.
04
Whitelabel end-to-end.
Custom domain, your logo, your colors. For a $15k sales mentorship, students walk into your brand — not a SaaS — from the welcome email to the last group call replay. No "Powered by Coachly" anywhere students look. A branded mobile app is available on Custom if your cohort expects one.
Questions
Sales coaching, in plain terms.
Do you handle morning accountability calls?
Booking, attendance, and replay links live in the student's workspace alongside everything else — their 1:1s, check-ins, program progress. Your CS team sees who missed last Friday's morning call at a glance, sorted by streak. Coachly doesn't run the live call itself — you keep Zoom, Google Meet, or whatever you use — but the attendance data and recordings land in one place.
Can we track students' outbound activity inside Coachly?
Yes — via structured check-ins. You define the questions (dials, meetings set, deals in pipeline, wins, objections) and students answer on a weekly cadence. Their answers become the timeline your CS team opens before each 1:1. We don't replace their CRM, but we give your team the view of activity and commitment the CRM never did.
How does Coachly handle our 30-day money-back window?
Every student row shows refund-window status at a glance — green outside the window, amber in the final week, red if refund risk signals are piling up. Your CS team sees the students inside their window who need proactive outreach, sorted by how close they are to the edge. No more surprises on day 29.
Can coaches from our team shadow students' 1:1 recordings?
Recordings and notes from each 1:1 are attached to the student row, scoped to the right coach and the student's CSM. Senior coaches can review any session in the table for QA, shadowing, or coach-the-coach purposes. Students only see their own. Staff access is controlled by roles — available on Pro and up.
What if students use their own CRM — Salesforce, Hubspot, Apollo?
Coachly doesn't try to replace their CRM. Students log what matters for coaching — committed calls, deals to review, objections they want help on — via structured check-ins. If you want pipeline numbers pulled in automatically, you can push them from their CRM via our API or a Zapier/Make flow. Most teams find the check-in approach more useful than raw CRM data.
Can we run multiple tiers (group coaching, 1:1 mentorship, alumni)?
Yes. Each tier is a separate program with its own cadence, check-in questions, and coaches. A student can be enrolled in several at once — your CS team sees every program they're in on a single row, with progress and refund-window status across each. Cohort scheduling and drip logic are on Scale and up.
Take care of your students. Start here.