upcoach

What upcoach is

upcoach calls itself a platform built for programs rather than sessions. Its home page sums it up as "All-in-one platform for coaches and training companies, built to track client progress, drive transformation, and prove results, all at scale." The idea is that a coaching or training program has structure, phases, activities and an outcome, and the software should be organized around that rather than around booking and invoicing. It is for coaches and training companies who deliver cohort courses, bootcamps, certifications, masterminds or 1:1 coaching with a defined curriculum, and for corporate trainers and L&D teams running structured programs for staff.

The company's blog says upcoach was co-founded by two coaches, Todd Herman and David Henzel, who were frustrated that existing coaching software handled admin work but not the coaching process itself, and built a single platform to replace the stack of separate tools they had been using. The home page says it is trusted by 500+ training, coaching and consulting companies.

Program formats and structure

The foundation is program structure. The home page lists 9 program formats supported out of the box: cohort-based courses, bootcamps, group coaching, private coaching, masterminds, corporate training, employee onboarding, leadership development and sales enablement. The site describes how each differs. In a cohort course everyone starts together, progresses together and finishes together, so it needs weekly structure and deadlines. A bootcamp is an intensive, time-bound program with daily structure and fast accountability loops. Group coaching means shared learning with structured touchpoints: "Less content, more conversation." Private coaching gives one-on-one programs a personalized structure, pacing and progress tracking. A mastermind is peer-driven, with rotating hot seats and shared expertise. The site's program-type menu also names certification, membership, masterclass and challenge formats.

Inside a program, a coach organizes sections by week, phase or topic, then fills each section with activities. The activity types are worksheets for reflection, lessons for teaching, task lists for accountability, events for live sessions and check-ins for an ongoing pulse. Content can drip on a schedule, open on a set cohort start date, or be available from day one, and each program has a customizable homepage. The blog adds that lessons can be locked and released on a date or after a client completes the previous lessons, and that videos are hosted inside the platform.

Building once and reusing

The part of upcoach aimed at scale is the activity library. Every worksheet, lesson, task and event a coach creates lives in one place and can be dragged into any program. When an activity is edited, the change "propagates to every program using that activity," so a fixed typo or a new question reaches every cohort at once. Whole programs can be duplicated to start a new cohort, group or client from a proven blueprint. Sub-groups let one program deliver different experiences: participants are assigned to sub-groups that control which events, channels, feeds, schedule packages and navigation links they see, and new registrants can be auto-assigned from specific checkout pages.

Running cohorts and live sessions

For live delivery, upcoach covers live events, bookable sessions, reminders and calendar sync in one place. Event tracking shows who RSVP'd, who actually attended and what they thought: participants rate sessions across four categories and leave open feedback that only the coach sees. The blog says coaches can schedule meetings with a pre-call questionnaire, chat with clients in real time, and integrate with Miro, Zoom and other tools.

Between sessions, check-ins can be placed after a module, before a session or at regular intervals, and the same check-in can appear in several sections to give pulse data across the program. Participants can read each other's check-in responses and worksheet submissions when the coach allows it, with comments and reactions, and community spaces with feeds and channels support peer discussion. Notifications cover new content, events and community activity, and are designed so that the original notification updates rather than piling up new ones. The blog also describes accountability pods of 4-5 clients who chat on the platform and meet weekly.

Tracking and proving outcomes

A program-wide dashboard shows completion rates, activity submissions and progress patterns across all participants, with filters by program, section or individual. Coaches can drill into any activity to see who completed it, who skipped it and who is stuck.

The "Prove" side is upcoach's main argument. Coaches build self-assessments and evaluations from check-ins and worksheets, with question types including scales, open-ended answers, canvas (participants map ideas visually) and wheel (self-ratings across dimensions); video and audio responses are listed as coming soon. Baseline assessments, mid-program check-ins and post-program worksheets "capture the delta," and the site says "AI reads the responses and surfaces the story behind the numbers." Aggregated results show trends across participants. Visual outcome reports to share with sponsors are marked as coming soon.

AI assistants through MCP

A newer feature is an MCP server that connects Claude, ChatGPT, Cursor or Claude Desktop to an upcoach organization. The home page lists 9 tools available to the assistant, 4 supported clients and OAuth for a secure connection. A coach can ask for completion rates, inactive participants or check-in trends from live data, and the site's example asks which activities in a "Leadership Lab" have the lowest completion "and who's at risk of dropping off this week?" The assistant can also build programs: the site's example is describing a 6-week leadership cohort and watching the curriculum, events and check-ins being created.

Selling, teams and branding

On the selling side, upcoach offers landing pages, flexible payments and bundles, and the features menu says "As low as 0% commission." The blog says payments run through a Stripe integration, including renewals. For teams, multi-role access gives admins full visibility, facilitators their own programs, and stakeholders or sponsors the reports that matter to them, while a shared library lets facilitators assign activities to participants or whole cohorts. A recent changelog item lets one account create additional organizations. Participants get custom onboarding with the coach's colors, logo and domain, on web and on mobile, and the site describes them completing a worksheet from a phone or joining a live event with one tap.

Pricing and customers

The home page says plans start at $49/month and offers a free trial, with a sales contact for larger teams. Beyond that starting price, the home page does not list the individual plans.

A customer story features The Roundtable, which the site says replaced two platforms with upcoach to deliver behavioral coaching programs, with 7 team members delivering programs, 20 active programs and 131 participants across cohorts. Shelby Brown of The Roundtable is quoted saying "the templating abilities have been great." Other testimonials praise the structure and the ability to track client work.

Who it suits

upcoach suits a coach or training company with a defined methodology that runs repeatable programs: cohorts, bootcamps, masterminds, leadership programs or group coaching where participants do work between sessions and someone needs to see whether it happened. Coaching organizations with several facilitators get the shared library, roles and sub-groups, and corporate trainers get onboarding, leadership and sales enablement formats plus a way to show sponsors what changed. Coaches bring their own content into it; upcoach is not a catalog of ready-made courses. A coach who only books single 1:1 calls with no curriculum may find the program structure more than they need.