Deals live in individual silos
Who is handling which client, and how far along? The firm-wide pipeline is invisible.
For Coaching Firms
Transform your coaching firm
into a manageable business.
Manage deals, clients, coaches, operations, and quality at firm scale.
Employee coaches and freelance partner coaches — unified on one platform.
- 3 tiers (Team / Business / Enterprise)
- Role-based access control & audit logs
- SLA / dedicated support (upper tiers)
ProblemThe moment a firm scales,
The moment a firm scales,
individual heroics break down.
As coaches and engagements grow, overall utilization, quality, and client satisfaction become invisible. Route X knows the frontline challenges of running a coaching firm.
Coach assignment is manual
Assigning employee and freelance coaches to engagements still relies on spreadsheets.
Quality variance is invisible
Coach utilization, client satisfaction, and retention rates — unmeasured, opportunities for improvement lost.
Access control is hard to enforce
Creating a system that shows only the right information to coaches, managers, and external partners is complex.
SolutionAll the management a firm needs,
All the management a firm needs,
in one platform.
Route X is a platform designed at the management level for coaching firm operations.
01
Firm-wide visibility
Deals, clients, and coach utilization on one screen. Route X as an operational KPI dashboard.
02
Employee & freelance coaches, together
Permission, contract, and compensation management by employment type. Partner coaches included seamlessly.
03
Quality management, systematized
Monitor engagement progress and coach utilization to run an organizational improvement cycle.
5 Pillars of Firm ManagementThe 5 pillars that support
The 5 pillars that support
firm operations.
Route X covers all 5 management functions a firm needs.
01
Deal management
Manage the pipeline from inquiry to signed deal, active engagement, and completion. See the firm's revenue forecast.
02
Client management
Unified management of corporate and individual client info. Deal history, contract status, and assigned coach — all in one place.
03
Coach management
Manage employee coaches, sole proprietors, and freelancers by employment type. Skills, utilization, and contract terms.
04
Operations management
Consolidate session booking, session management, and client goal tracking to reduce operational overhead.
05
Quality management
Visualize utilization and goal achievement by coach and firm-wide. Systematize the improvement cycle.
+ AI-powered management support
AI handles session summaries, freeing up time from non-core tasks.
Features
A feature set built for firm scale.
Multi-user / role management
Role-based permissions for admins, supervisors, and coaches.
Audit logs (Coming soon)
Record who changed what and when. Enterprise-grade information governance.
Contract management
Manage engagements per client so renewal notifications happen at the right time.
Analytics reports (Coming soon)
Auto-generated reports for firm-wide, per-coach, and per-client views. Ready for management meetings.
Outlook / Google / Zoom / Stripe
Bi-directional sync with everyday business tools. Your existing workflow stays intact.
Coming Soon
AI session summary
Turn AI summaries and insights into a shared knowledge asset for the entire firm.
Goal FrameworkStandardize quality firm-wide
Route X's Original Framework
Standardize quality firm-wide
with Map It!
One of a firm's biggest challenges is quality variance between coaches.
Route X's Map It! framework ensures every coach designs goals with the same structure, improving reproducibility and quality.
Mission / Aim / Path / Implementation / Track — five steps to make goals "living." Adopting a firm-standard goal framework smooths onboarding for new coaches and knowledge sharing among veterans.
M
MissionPurposeWhy take on this goal? Articulate the impact its achievement will have on life, business, or career.
A
AimTargetWhat is the specific goal? Include sub-goals if needed and make the destination clear.
P
PathDirectionWhat approach will you take? Articulate the direction and strategy for achieving the goal.
I
ImplementationAction PlanBy when, what, and how? Define the execution plan and translate it into daily actions.
T
TrackProgressHow will progress be measured? Visualize both quantitative and qualitative dimensions and iterate.
Linked to the firm quality dashboard. Visualize Map It! completion status per engagement and per coach.
Pricing
Plans for coaching firms
Launch special Founding Firm Price — limited to the first 5 firms.
Founding Price
Team
Start with a small team
$79/ month
First 5 firms only
- Up to 5 coach seats (incl. admin)
- Unlimited clients (pool)
- Full Professional features per coach
- Coach-Only + Collaborative Mode
- Outlook / Google / Zoom integration
- AI session summary (on release)
- Email support + onboarding
- 14-day free trial
Yearly: $792/year ($66/month). Founding price applies for year 1 only.
Coming Soon
Business
For firms in the growth phase
$399/ month (est.)
Up to 15 coach seats · Unlimited clients
- All Team features
- Deal management / corporate client hierarchy
- Coach management (employee + contractor)
- Quality management (supervisor role)
- Advanced firm dashboard
Coming Soon
Enterprise
Large scale / security requirements
Custom$699+ / month~
Unlimited coaches · Custom contract
- All Business features
- SSO / SAML integration (Coming soon)
- Custom roles & extended audit logs (Coming soon)
- Audit logs & analytics reports (Coming soon)
- Dedicated customer success
- Full API access
* All prices in USD.
* Yearly saves ~17% (2 months free). Team yearly: $792/year · Business yearly: $3,984/year (est.).
* Team Founding Price applies to the first 5 firms, year 1 only. Regular pricing from year 2.
Enterprise Grade
Security and operations you can trust as a business.
Encrypted in transit & at rest
TLS 1.2+ for all communications and encrypted storage. Client data is robustly protected.
SSO / SAML support (Coming soon)
Single sign-on available on the Enterprise plan. Compatible with IT security requirements.
Audit logs (Coming soon)
Detailed operation history records. Ready for corporate governance and compliance.
Onboarding & dedicated support
From onboarding design to operational adoption, your dedicated contact walks alongside you.
FAQ
Frequently asked questions
Can you manage both employee and freelance coaches?
Yes. Register them separately by employment type, with contract terms, compensation, and utilization management optimized for each.
Can I add more coach seats later?
Yes, anytime. Add or reduce seats and they're automatically reflected in the next billing cycle.
Can existing client data be migrated?
We offer migration support with a dedicated contact. Please reach out to us.
Can client company contacts also get accounts?
Yes. Using Collaborative Mode, coaching participants at client companies can receive free accounts.
Evolve your firm
into a manageable business.
Team / Business plans available now. Enterprise plans — contact us for a custom quote.
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