How To Enhance A Coaching Practice: 19 Technologies Coaches Rely On
- Dumitru Matei
- May 22
- 6 min read
Coaching today looks very different than it did even a few years ago, thanks to technological tools that help coaches stay organized and connected with their clients. The right solutions can remove friction from scheduling, communication and client tracking, which gives you more time to actually coach.
Here, 19 members of Forbes Coaches Council share the platforms and tools they consider indispensable to their practices. Their recommendations below not only offer convenience, but also ways to deepen client relationships and scale your impact.
1. Trello To Visually Organize Clients, Content And Projects
As a coach transitioning executives to coaching careers, Trello is my indispensable tool. This visual platform organizes my client pipeline, content calendar and business projects in one place. It bridges corporate structure with entrepreneurial flexibility, ensuring daily tasks align with strategic goals while preventing opportunities from slipping through the cracks. - Elissa Kelly, Elissa Kelly LLC
2. AI For Research And Writing
AI is indispensable to how I work. It doesn’t have to replace human connection—it can deepen it. I use it for writing and research, helping me work faster. It frees up time and energy so I can focus on strategy, creativity and supporting the people we serve. My favorite way to use AI is in research, summarizing data and developing coaching tools I may not have otherwise thought of. - Aaron Marcum, Breakaway365
3. An Organized Calendar To Manage Momentum
My calendar is simple, brutal and indispensable. It’s not just where I book time, it’s where I protect my energy. If it’s not scheduled, it doesn’t exist. Coaching high performers means managing momentum, not just meetings. My calendar is my battlefield map—no distractions, no drift, just discipline. - Dr. Corrie Block, Ph.D., DBA, DrCorrieBlock.com
4. Asana To Host Client Coaching Boards
For me, Asana became a technology I couldn’t live without. It’s where I host all my client coaching boards—tracking goals, action steps, access to coaching program activities and progress in one clear, organized space. Another technology I started to use recently is AI-powered voice recording, which I use to record all my coaching sessions. This is a time-saver for me and my clients. - Dorota Klop-Sowinska, DoSo! Coaching
5. Calendly To Save Time And Keep Things Organized
Calendly is an absolute game-changer! It has empowered me to optimize my daily, weekly and monthly routines to promote personal growth, wellness and business transformation. Calendly also provides my coaching clients the opportunity to own their own journey and pick what works best for their schedules and routines. Calendly saves time, keeps things organized and is easy to use. - Dennis Volpe, Leadership Research Institute (LRI)
6. The Hogan Assessment Platform For Insight
One indispensable technology I rely on is the Hogan Assessment platform. It gives me deep insight into how leaders show up under pressure, including when strengths are overused. This data sparks powerful conversations, helping executives move from blind spots to intentional behavior. For clients navigating high-stakes transitions, Hogan accelerates self-awareness and unlocks targeted growth. - Alba Contreras Rodriguez, FONS LLC
7. Dubsado To Save Time In Onboarding
Dubsado has been a great time-saving platform that helps me streamline communication with my coaching clients and automate repetitive tasks. The onboarding process, especially for group coaching, can be the most time-consuming, but this platform makes it easier to manage invoices, contracts and forms. - Veranda Adkins, Travel Legacy, Inc.
8. SessionLab To Design And Run Meetings
Much of my coaching at the team and organizational level comes from facilitating cross-group, cross-functional and forward-looking planning. SessionLab is indispensable for designing, scripting and running meetings that lead to good, actionable decisions that stick while also providing a place to practice the culture and behaviors we are trying to build. - Ronica Roth, The Welcome Elephant
9. HBR Online For Coaching Topics
I find that Harvard Business Review online is one of the best resources for specific topics that come up in coaching. It is often useful after discussing a real-life issue during a coaching session to be able to send an article with additional related practical advice. Through the years, I have developed my own library of favorite articles, but I am always on the lookout for new sources. - Kathy Bernhard, KFB Leadership Solutions
10. Cloverleaf For AI-Powered Coaching Resources
I rely on Cloverleaf, an AI-powered coaching platform that integrates assessments with tools like email and calendars to deliver daily insights. It’s user-friendly, connects with Google or Outlook, tracks client progress and, before I meet with a client, it sends me personalized insights about the client. I love it because it offers built-in resources and reflection prompts—all in one place. - Dr. Sharon H. Porter, Vision & Purpose LifeStyle Magazine and Media
11. Microsoft Teams For Real-Time Communication
I rely on Microsoft Teams as an indispensable technology for coaching. It enables real-time communication and easy screen-sharing, making LinkedIn reviews for clients straightforward. Without it, coaching remotely would be much harder! - Jay Garcia, Jay Garcia Group
12. A CliftonStrengths Assessment For A Shared Language
The CliftonStrengths assessment is indispensable. The difference between coaching with it versus without it is remarkable. It gives me a shared language with clients, even if I know nothing about their role. It cuts through vague, directionless self-reflection and makes the subjective objective so we can explore patterns without it feeling personal and get to real results. - Kelly Stine, The Leading Light Coach
13. Cloud Storage To Survive Computer Crashes
Without a doubt, backup storage is indispensable. I recently experienced the gray screen of death on my laptop with a burned-out C drive being the cause. Thankfully, all my documents and other valuable materials used for client interventions were safely backed up on Microsoft OneDrive and Google Drive and were accessed on my new hardware seamlessly, allowing me to continue my work with ease and relief. - Arthi Rabikrisson, Prerna Advisory
14. Video Conferencing To Build Trust
Video conferencing, such as Zoom and Microsoft Teams, is indispensable. It’s irreplaceable for building trust through face-to-face connection, reading nonverbal cues and fostering accountability, which is critical for coaching. Remote accessibility lets me serve global clients authentically, while screen-sharing and recording tools deepen progress tracking. Without it, rapport and results would suffer. - Maryam Daryabegi, Innovation Bazar
15. Fathom To Sum Up Conversations And Send Recaps
Fathom is one tool I love to use with clients. It is not only a notetaker, but can also summarize conversations, create an action list for the client and even highlight key words or triggers. You can set it up to send a recap to the client, or even use it to generate thoughts and questions for you as a coach to use as a supplement in follow-up sessions. If your clients agree, try it! - Denise Russo, School of Thoughts Publishing
16. Airtable To Organize Client Info And Track Progress
Airtable is my secret weapon. It’s like a CRM on steroids, helping me organize client info, track progress and keep everything running like a well-oiled machine. From timelines to action items, Airtable is the glue that holds it all together. It’s data, but not the boring kind—more like the fun, super-efficient, time-saving kind. - Anastasia Paruntseva, Visionary Partners Ltd.
17. The Predictive Index To Identify Behavioral Preferences
As a coach, I use the Predictive Index to measure preferred work styles. The PI software allows me to identify behavioral preferences at work and coach my clients and their managers to increase self-awareness and understand their coworkers’ needs and behaviors. Before PI, most of my coaching sessions were spent discussing unidentified people problems. PI dramatically reduces this. - Edward Doherty, One Degree Coaching, LLC
18. ChatGPT In Voice Mode To Explore Perspectives
ChatGPT in voice mode became indispensable once it became available. On my solo walks, I use it privately with a headset, combining the mental clarity of movement with the power of a thinking partner. It helps me refine questions, explore perspectives and reflect on coaching dynamics, keeping my practice sharp and intentionally evolving. - Carlos Hoyos, Elite Leader Institute
19. A Mobile Phone To Connect With Coachees
The only indispensable tool really is a mobile phone to connect with other human beings. Everything else, whether AI or organizers or schedulers, is really just a cheat code—nice to have but dispensable. Coaching is about connection, communication and change. It's about the coach speaking to the coachee, so 90% of my work is done using this single tool. - Dr. Chetan Walia, Chetan Walia Consulting
