Run your executive coaching practice with tools built around your clients and programs
Describe what you need and build the tools that fit your coaching style. Create a client portal for goals and action plans, set up discovery and session booking, manage corporate engagements with sponsor-safe reporting, and run 360 feedback or pulse surveys — all tailored to your practice.
Start with the basics
Build the tools your coaching practice actually needs
Executive coaching often lives across spreadsheets, calendars, documents and email. You need to track goals, session notes and actions, schedule meetings, coordinate with sponsors and report on progress — without exposing confidential details. Group programs, assessments and resources add even more moving parts.
Use YeshBe to build custom apps that match your approach. Create a secure client portal with goals, action items and shared session summaries. Add a scheduler that reflects your availability rules. Design corporate engagement dashboards that show sponsors aggregate progress, session usage and milestones while keeping private notes private. Build your own 360 feedback or pulse survey workflow, and keep resources and templates in one place.
- Client portals & goalsBuild secure portals where clients see goals, action items, shared summaries and resources.
- Scheduling & sessionsCreate discovery and session booking, define availability, track session allocations and reminders.
- Corporate engagementsOrganize sponsors, contracts, coachees and usage; share sponsor-safe reports without exposing private notes.
- Feedback & progressRun 360 and pulse surveys and track outcomes, competencies and trends over time.
Learn and apply
Guides for Executive Coaches
Practical guides that help executive coaches run the business better.
Build it yourself
What executive coaches build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Client portal and goal tracker
Give each client a private space for goals, actions, shared summaries, resources and session scheduling.
PromptBuild a client portal for my executive coaching practice. Clients log in to view their profile, engagement details (start date, end date, sessions allocated and used), goals with fields for description, success criteria, target date and status, and action items with owners, due dates and reminders. Include a simple session request page where clients can pick from my available time windows and choose 60 or 90 minutes. Add a shared session summary section (visible to client) and a private notes area (visible only to coach). Provide an admin page where I can create clients, log sessions, upload resources and mark actions complete.
Corporate engagement tracker & sponsor dashboard
Manage company contracts, sponsors, coachees, session usage and sponsor-safe progress reports.
PromptBuild an app to manage corporate coaching engagements. Create records for each company with sponsor contacts, contract dates, session allocations per coachee and rate. Link coachees to assigned coaches and log each session with date, duration and type. Show usage vs allocation and a monthly invoice summary (sessions x rate). Provide a sponsor dashboard that shows aggregate engagement metrics (goals set, milestones achieved, NPS/pulse scores, sessions used) but hides private notes and individual session details. Include roles: coach, admin and sponsor with appropriate visibility.
Lead intake and discovery call scheduling
Capture qualified leads, move them through a pipeline and book discovery calls.
PromptBuild a lead intake and scheduling tool for my executive coaching site. Include a landing page with program descriptions and a form collecting name, email, role, organization, coaching goals, urgency and budget range. When submitted, create a lead in a pipeline with stages (New, Qualified, Discovery Scheduled, Proposal Sent, Won/Lost). Add a scheduling page that shows my defined availability windows for 30- or 45-minute discovery calls and sends confirmations and reminders. Provide an internal dashboard to update stages, add notes and create follow-up tasks.
360 feedback and pulse survey tool
Collect stakeholder feedback and track leadership competencies over time.
PromptBuild a 360 feedback system for executive coaching. For each coachee, allow me to create a survey with competencies (e.g., communication, strategic thinking) and Likert scales plus open-ended questions. Support rater groups (manager, peers, direct reports, self) with anonymous submission links. Provide a results dashboard showing averages by competency and rater group, top strengths, development areas and comment themes, plus the ability to export a summary report. Add a lightweight monthly pulse survey (3–5 questions) and a trends view over time.
Questions and answers
Common questions about Executive Coaches
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Describe what you want in plain language and refine it step by step. You can shape screens, fields and workflows without coding.
Can I build a client portal with goals and session summaries?
Yes. You can create a secure portal where clients track goals and actions, see shared summaries and request sessions while you keep private notes separate.
How can I give corporate sponsors visibility without sharing confidential notes?
Set up roles and sponsor views. Share aggregate metrics, milestones and usage while keeping session details and private notes accessible only to coaches.
Can I handle scheduling and lead intake in one place?
Yes. You can build an intake form, a simple pipeline for leads and a booking page that reflects your availability and session types.
Build the app your executive coaches business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
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