Every industry has a Bob. Don't run your practice like him.
Bob answers booking emails at midnight, keeps client notes in three places and forgets to ask for the review. Beat Bob gives you one connected front office — bio page, calendar, CRM, video room, reviews and client documents — so the admin between sessions stops stealing your coaching hours.
- ✓Your branded coach page and booking link, live the day you join
- ✓Discovery calls, packages and follow-ups tracked in one pipeline
- ✓Run sessions on video and store every worksheet with the client
Your week at a glance
Six tools Bob pays for separately. One login for you.
Coaching income lives or dies on follow-through. Beat Bob members get every client-facing piece of the practice in one place, so a discovery call turns into a package, and a package turns into a renewal — without a spreadsheet in sight.
A bio page that sells you
Your method, your niche, your rates and your booking button on one clean page you can send to any prospect or podcast host.
Scheduling that respects your day
Publish real availability, protect deep-work blocks, and let clients rebook themselves instead of emailing you three times.
A CRM built for a client roster
See every lead, active client and lapsed alumnus in one pipeline, with notes from the last session already attached.
Video rooms, no extra tab
Start the session straight from the booking. No juggling meeting links, no waiting-room confusion, no per-seat add-on.
Reviews you actually collect
Ask at the right moment after a milestone session and publish the words that convince the next client to book.
Documents where clients look
Agreements, intake forms, worksheets and homework stored against each client — searchable months later.
Bob has five logins and four bills. You'll have one of each.
Start on the free planFrom signup to your first booked session.
No migration project, no setup call you have to schedule two weeks out. You bring your coaching offer; the system brings everything the client touches.
Pick your plan
Start free while you test the waters, then upgrade when your calendar and client list grow past it.
2 minutesBuild your coach page
Add your photo, your specialism, your programme outline and your session types. Publish it on your own link.
Same dayOpen your calendar
Set availability windows, buffers and session lengths. Bookings drop straight into the CRM with reminders queued.
First weekCoach and compound
Run sessions on video, file notes and documents against the client, and let review requests go out on their own.
OngoingSimple, transparent pricing
Pick the plan that fits — upgrade or cancel any time.
Free Plan
For solo distributors.
Free
- Video storage: 500 MB
- Step-By-Step Setup Guide
- Bio / Profile Page
- Bio Header Images
- Multiple Bio / Profile Page Layouts: 1
- Bio Header Color Selector
- CRM: 5,000 Leads / Contacts
- Meetings (Events Calendar): Unlimited Events / 1 Active Event
- Contact Me Module
- Your Social Media Networks
- SMS, Email, QR, Social Sharing
- Tracked Links: 25
- Recent Work Module: 4
- About Me Module
- Links Module
- Skills Module
- Public Reviews Module: 4
- Videos Module: Upload - 4 Videos / 2 GB
- Document / File Storage: 2GB
Starter Plan
For small Communities.
$9/mo
- Video storage: 2048 MB
- Step-By-Step Setup Guide
- Bio / Profile Page
- Bio Header Images
- Multiple Bio / Profile Page Layouts: 5+
- Bio Header Color Selector
- CRM: 25,000 Leads / Contacts
- Meetings (Events Calendar): Unlimited Active Events
- Meeting Workflows
- Add Forms to Meetings
- Custom Menu Module
- Contact Me Module
- Your Social Media Networks
- SMS, Email, QR, Social Sharing
- Tracked Links: 250
- Recent Work Module: 25
- About Me Module
- Links Module
- Skills Module
- Public Reviews Module: 25
- Videos Module: Upload - 50GB
- Ai / Live Chat
- Document / File Storage: 50GB
Deluxe PlanBEST VALUE
For growing Communities.
$19/mo
- Video storage: 2048 MB
- Step-By-Step Setup Guide
- Bio / Profile Page
- Bio Header Images
- Multiple Bio / Profile Page Layouts: 5+
- Bio Header Color Selector
- CRM: 50,000 Leads / Contacts
- Meetings (Events Calendar): Unlimited Active Events
- Meeting Workflows
- Add Forms to Meetings
- Custom Menu Module
- Contact Me Module
- Your Social Media Networks
- SMS, Email, QR, Social Sharing
- Tracked Links: 2,500
- Recent Work Module: 50
- About Me Module
- Links Module
- Skills Module
- Public Reviews Module: 50
- Videos Module: Upload - 250GB
- Ai / Live Chat
- Document / File Storage: 250GB
- Add Your Own Domain
- Remove Powered by Upward
Pro Plan
For large Communities.
$29/mo
- Video storage: 5120 MB
- Step-By-Step Setup Guide
- Bio / Profile Page
- Bio Header Images
- Multiple Bio / Profile Page Layouts: 5+
- Bio Header Color Selector
- CRM: 100,000 Leads / Contacts
- Meetings (Events Calendar): Unlimited Active Events
- Meeting Workflows
- Add Forms to Meetings
- Custom Menu Module
- Contact Me Module
- Your Social Media Networks
- SMS, Email, QR, Social Sharing
- Tracked Links: Unlimited
- Recent Work Module: 100
- About Me Module
- Links Module
- Skills Module
- Public Reviews Module: 100
- Videos Module: Upload - 500GB
- Ai / Live Chat
- Document / File Storage: 500GB
- Add Your Own Domain
- Priority Support
- Remove Powered by Upward
Your first thirty days, minus the admin tax.
Most coaches lose five to eight hours a week to scheduling, chasing and filing. Members reclaim that time and put it back where the money is: in front of clients.
- ✓Prospects book themselvesOne link replaces the back-and-forth. Discovery calls appear on your calendar with context attached.
- ✓No client falls throughEvery lead sits in a stage with a next action, so the person who went quiet in week two gets a nudge in week three.
- ✓Session prep takes two minutesOpen the client record and last week's notes, goals and documents are already there.
- ✓Proof builds itselfReviews collected after milestone sessions land on your page and do the convincing while you sleep.
Coaches who stopped doing it the Bob way.
“I was running a leadership practice out of an inbox and two spreadsheets. Now a prospect hits my page, books the intro call and gets the intake form before I've even seen the notification. My renewal conversations happen on time because the pipeline tells me when.”
“Our mentoring collective has eleven coaches. Everyone gets their own page and calendar, but the documents and reviews live in one system, so onboarding a new mentor takes an afternoon instead of a fortnight.”
Straight answers, no sales dance.
If your question isn't here, join on the free plan and kick the tyres — nothing is locked behind a demo call.
See the plansQDo I need my own website first?
No. Your Beat Bob page is the website for most members — profile, method, session types, availability and reviews on one link you can put in a bio, a proposal or an email signature. If you already have a site, use the page as your booking hub and link to it.
QWhat happens to my existing clients and notes?
Add them to the CRM as you go or in one pass — contacts, session history and documents all live on the client record. Most members move their active roster in an evening and leave the archive where it is.
QIs the free plan a trial that expires?
It's a real plan. You can publish a page, take bookings and keep clients on it indefinitely. Starter, Deluxe and Pro add capacity and depth as your practice grows — you upgrade when the limits start to pinch, not on a countdown.
QCan I run group programmes and workshops?
Yes. Create session types for one-to-one work, group cohorts and intro workshops, each with its own length, availability and documents. Everything still lands in the same pipeline.
QDo my clients need an account to meet with me?
No. They book from your page and join the video room from their confirmation. Nothing to install, nothing to sign up for — which is exactly why fewer of them no-show.
QWhat if I coach alongside a full-time job?
Set availability to the evenings and weekends you actually want to work, add buffers, and let the calendar enforce it. Part-time coaches are a large share of members on Starter.
Bob will get to it next week. You can be live tonight.
Publish your coach page, open your calendar and take your first booking through Beat Bob before the next Bob in your market has finished comparing schedulers.