FOR PROFESSIONAL COACHES
More time for clients. Less chasing the details.
From the first discovery conversation to an agreed coaching package, keep your proposals, invoices, and client details connected. Make space for the people who come to you.
Start with Free. Add what your work needs.
THE WORK, AND WHAT COMES WITH IT
A client goal becomes a clear engagement.
A prospective client wants support with a professional transition. You discuss their goals, describe how you will work together, and agree the commitments before the first session.
Client workspace
Alex Morgan / Six-session coaching package Start with your client’s goal.
Navigate a career transition with a clear direction and next steps.
Review the captured details
Six-session coaching package
You review and send the proposal
AGREED TOGETHER
Clear expectations. Thoughtful follow-up.
- Six 60-minute coaching sessions
- A reflection prompt after each session
- Agreed actions to revisit together
You and your client confirm the details
You send the invoice. Your client pays.
Start from a discovery discussion or the information you already have. Recording a coaching session is not required to create a proposal.
A HEAD START, WHEN YOU NEED ONE
Practical resources for your coaching business
Use adaptive prompts to prepare your coaching offer, set expectations, and organize client follow-ups and invoicing.
Browse all resourcesPrompt
Define an engagement
Organize the decisions behind a working relationship and turn them into a structured draft or terms brief.
Read the promptPrompt
Present an offer
Build a proposal around the commitment you are actually making, with clear scope, fees and next steps.
Read the promptPrompt
Write a client follow-up
Turn notes and open questions into one useful message with a clear next action.
Read the promptPrompt
Prepare an invoice
Prepare an invoice from the agreed billing basis and check the line items, credits and balance.
Read the promptYOUR BUSINESS. YOUR STARTING POINT.
A little help with the business side.
Keep the business around your coaching work organized, one useful task at a time.
Send an invoice
Invoice for the package you agreed.
Create a proposal
Describe sessions, expectations, and fees.
Capture client meetings
Keep discovery details and next steps.
Organize expenses
Organize the costs of your practice.
Track your 1099s
Review 1099s against recorded income.
Create a proposal without a meeting. Track expenses without an invoice. Keep more of the work connected when you're ready.
Do I have to record coaching sessions?
No. You can create a proposal from a discovery brief or details you enter yourself. Meeting capture is optional, so you can choose when it is appropriate for your work.
Can I describe a package with several sessions?
Yes. Describe the proposed services, session commitments, scope, and price in your proposal. Review the package details before sharing it with your client.
Which plan should I start with?
Free includes invoicing, online payments, and 1099 tracking. Proposals, expenses, and meeting capture start with Core. Creating proposals or invoices directly from meetings is included in Pro and Studio.
Will Tabflow send a proposal without my review?
You decide what goes to your client. AI can help with a draft; you review the scope, services, price, and wording before sending.
MAKE ROOM FOR YOUR WORK
Bring your attention back to your clients.
Start with the business task that needs a hand, and keep the next step connected.