Hands-on testing
We sign up, set up a practice and run real coaching workflows before we score anything.
What we cover
Executive coaches run small, high-trust businesses. These are the categories of software that matter most to how that business runs and how clients experience it.
Practice management
Client records, contracts, scheduling, invoicing and session notes in one place.
AI note-takers
Transcription and session summaries, judged on accuracy and how they handle confidential conversations.
Scheduling and payments
Booking, reminders, packages and payment collection for one-to-one and group work.
Assessments and psychometrics
Leadership, personality and 360 tools that coaches use with senior clients.
AI practice and role-play
Tools that let clients rehearse difficult conversations between sessions.
Client portals and programs
Branded spaces for resources, goals, journaling and multi-session programs.
In progress
Our first guide: practice management software
We are testing the leading practice management platforms for independent and boutique executive coaching practices. Each one is scored on fit for executive work, data handling, pricing transparency, ease of use, integrations and support.
Building or using a tool we should look at? Let us know and we will add it to the shortlist.
Suggest a tool