In the ever-evolving landscape of coaching, tools that elevate our practice and streamline our processes are worth their weight in gold. Still, there are dozens of CMS platforms to choose from, and they all have different features that meet different needs. And as a coach, it can be tricky to find the right combination of features and functionality for your specific needs, while also enabling you to deliver a profitable coaching program.
Coaching Genie, created by business and marketing coach Milana Leshinsky, promises to be a game-changer for coaches worldwide. So in this review, we’ll dive deep into the platform’s features, benefits, and potential drawbacks, so you can have all the information you need to make an informed choice for your coaching toolkit.
Coaching Genie Overview
Coaching is already a highly competitive field. And when it comes to differentiating yourself from the competition, the tools and systems we employ can often say more than the clothes we wear or the verbiage on our homepage. And that’s where Coaching Genie comes in.
Coaching Genie is an online coaching management system that offers a seamless experience for coaches and their clients. As an all-in-one platform, the Coaching Genie has features that range from client management to content delivery.
It enables you to deliver personalized coaching programs with a professional client experience at every point, including the client portal, where they can access their content, journals, check-in forms, call schedule, replays, group discussions, and more. But unlike course builders and other learning platforms, Coaching Genie allows you to scale your programs without losing intimacy and connection with your clients.
Streamlined Coaching Dashboard
Coaching Genie features a streamlined coaching dashboard, shown above. When coaches log into their accounts, they are immediately presented with a comprehensive overview of all the essential elements of their coaching practice — from creating and managing groups or courses to overseeing client activities. Set up new groups in just a few minutes by answering a handful of straightforward questions. This not only saves valuable time but also enhances the overall coaching experience for both you and your clients.
Coaching Genie provides a personalized approach to individual client engagement, via a user-friendly client portal where clients can access coaching resources, communication, session notes, and more. This provides a private and customized environment for clients to explore and engage with you on their coaching journey.
The portal includes a client journal feature that allows clients to reflect on their journey, record thoughts, and share them with their coach. When used in collaboration with weekly check-ins and ongoing dialogue, it works to keep the client engaged and accountable.
Self-assessments and quizzes are also included and provide an interactive way for clients to gauge their progress and understanding. You can create customized assessments that align with coaching goals, offering tangible benchmarks to measure growth.
Coaching Genie also features a well-organized content library, where coaches can easily add their own resources and content. You can create unlimited groups, courses, and modules for more flexibility in designing your programs. Automation is at the heart of this feature, allowing for “drip” content that gradually releases information to clients as they progress.
The platform includes a drag-and-drop content builder that simplifies the creation process, while the content library stores reusable materials to enable efficient content repurposing.
For a more targeted client experience, Coaching Genie has options that allow you to personalize the client curriculum. Additionally, video and audio upload capabilities enhance the interactive aspect of your content, while self-paced programs provide clients with the freedom to learn at their comfort.
Coaching Genie’s content management system is versatile and it empowers coaches to create, deliver, and manage content with unparalleled ease and customization.
Group Coaching Features
Coaching Genie offers an advanced group management system that allows you to create, organize, and monitor various coaching groups. You can categorize them based on specific themes, levels, or goals, ensuring targeted coaching experiences tailored to individual group needs. Clients can also join existing groups anytime on a rolling basis.
Within Coaching Genie’s interactive environment, group discussion forums support community and collaboration. Clients can interact, share insights, and engage in meaningful discussions. The platform also introduces accountability or mastermind groups, building a supportive network that promotes responsibility and consistent progress toward goals.
With its range of features, scheduling within Coaching Genie becomes an efficient and interactive experience for both coaches and clients.
The platform’s live call scheduling feature allows responsive planning for real-time engagement. Coaches can easily set up one-on-one calls or group sessions to accommodate client availability. The recurring call scheduling function takes this a step further by enabling coaches to set up repeated sessions. This feature ensures the automatic scheduling of regular meetings to maintain consistency.
Coaching Genie also recognizes the importance of reminders in maintaining a successful coaching practice. Automated group call reminders are sent to both coaches and clients to ensure that everyone stays on the same page. This proactive approach enhances accountability and keeps the coaching process on track.
A Calendly integration provides a seamless connection between Coaching Genie and external calendars. This ensures that both coach and client calendars are synchronized to avoid scheduling conflicts.
Sales Page Builder
The sales page builder is a user-friendly interface allowing you to craft compelling and professional sales pages that effectively present your services. Customizable designs enable you to align your sales presentation with your unique brand identity.
Payment processing is made seamless with Stripe integration, ensuring a smooth transaction experience for clients. Custom domains, or private labels, allow you to maintain a cohesive brand presence across all your online interactions, including your website.
Pros of Coaching Genie
1. What learning curve?
Most platforms present a significant learning curve compared to Coaching Genie. The platform offers a 20-minute demo that will help you get started. For further assistance, there is a Knowledge Base to answer any questions.
2. Content Creation and Management
With unlimited courses, modules, and the ability to repurpose content, you have a powerful suite of tools for creating and delivering valuable content. Video and audio uploads, self-paced programs, and a content library boost the value of Coaching Genie’s content delivery capabilities.
3. Client Management Tools
With features like client journals, self-assessments, and personalized curriculum creation, coaches can provide a highly personalized coaching experience. You can track progress, set goals, and address each client’s unique needs.
Coaching Genie Cons
Depending on the budget and scale of your coaching practice, the pricing structure of Coaching Genie may be toward the higher side. Three plans are currently available, ranging from $69 to $129 per month.
2. Integration Limitations
While the platform offers integrations with popular services like Stripe and Calendly, other integration options are not available with other specific tools that you may already use. This could lead to compatibility issues or additional efforts to adapt existing workflows.
3. No CRM or Marketing Features
Since Coaching Genie claims to be a “coaching delivery” platform, you’ll need another system for CRM functionality, or email marketing, shopping cart, and affiliate programs.
How Coaching Genie Compares to Alternative Platforms
To help you compare the features of Coaching Genie against alternative coaching CMS platforms, we’ve designed this handy Coaching CMS Comparison Chart, which will give you a solid overview so you can make an informed decision about the best CMS platform for your coaching business.
Click the chart to view it full size.
Choosing a Solution That Works for You
Designed to enhance the coaching workflow, Coaching Genie caters specifically to the needs of coaches because it was designed by a coach herself. Whether your approach includes individual coaching, group sessions, content management, or sales and marketing, Coaching Genie can be a game-changer, elevating every client interaction, and showcasing a professional, organized side of your practice.
Plus, as you’re ready to take on more clients and maybe even expand into group coaching, Coaching Genie grows right alongside you. Whether you’re an experienced coach or taking your first steps into the profession, choosing a platform like Coaching Genie is pivotal for efficiently administrating your practice, enhancing client interactions, and enabling your business to scale.
Ultimately, the right platform will depend on your unique needs, preferences, and budget. So take the time to explore the features, try out free trials or demos, and consider how each platform aligns with your long-term goals. By choosing the best-fit solution, you can grow your coaching business, enhance client interactions, and set yourself up for success in the ever-evolving coaching landscape.
To help with the process, we’ve created a worksheet that will take you step-by-step through the most important considerations when choosing the CMS that’s most aligned with your coaching practice’s unique needs and goals.