Minimalist Client CRM & Session Retainer Suite for Life Coaches
Elevate your coaching practice. Track client session credits, action item notes, and automated booking with zero enterprise bloat.
By eliminating 14 hours/month of unpaid admin work (progress reporting, invoicing, scheduling) at an average rate of $125/hr, TheBookOfBiz delivers $1750/month in value for a $14/month investment.
Common Administrative Challenges Resolved
Overwhelmed by bloated enterprise CRMs like Dubsado or Salesforce.
Tracking multi-session coaching packages manually.
Post-session action item follow-ups taking hours every week.
Features Purpose-Built for Life Coaches
Client Retainer System
Track coaching retainer packages and deduct credits after every session.
AI Session Summaries
Convert quick meeting bullet points into actionable post-session growth roadmaps for clients.
Clean Minimalist Interface
No complex pipelines or 50-step setups. Purpose-built for solo coaches.
Frequently Asked Questions
Does the UI adapt terminology for coaches?
Yes! Setting your profession to Coach updates the interface to display "Clients" and "Coaching Sessions" instead of "Students".