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For business coaches

Proof your client can't argue with.

Your clients are doing the work. Now show them — a branded progress report built from the commitments and metrics you define, confirmed weekly, handed over monthly.

One email when it's your turn. No newsletter, no drip sequence.

No financial data, ever · Export your data anytime · Archived clients are free, forever

This week28 ACTIVE · 14 ARCHIVED
ClientCheck-inRevenue Δ
Alex RiveraDone · 2d+$1,140
Maya OseiDone · 6d+$2,050
Devon KimWaiting—
Priya RamanDone · 1d+$890
4 REPORTS READY TO SENDGenerate all
90s
A client check-in, start to finish, on a phone
<10s
To generate a branded report, web link or PDF
0
Financial accounts or bank credentials connected
1 click
To export everything you have, on every plan

The whole practice

Six things a coaching practice runs on. All of them, one place.

No spreadsheet tabs. No CRM bent into a shape it was never meant to hold.

01  /  The artifact

The deliverable you hand them

In your name, your colours. Web link or PDF.

  • Metrics tracked — value, delta, target
  • Commitments completed, missed, and carried forward
  • Wins as they happen, not as targets
  • Your commentary, in your words
Web linkPDFOpen receiptsSee a real one

02  /  Check-ins

Ninety seconds, weekly

One email, one link. No app, no password.

A woman looking at her phone and smiling.
Numbers confirmed2 commitments ticked“Slow week, still made the calls.”

03  /  Roster

Lifecycle, not a contact list

Import by CSV or paste. Only active clients count.

LeadActivePausedArchived

04  /  Metrics

You decide what progress means

Define one to three metrics per client. Croft tracks them.

Monthly Revenue  currency  $15,200Sales Calls Made  count  25

05  /  Client record

Walk in already caught up

Notes, check-ins and every change, in order.

Check-in — Aug 24Session note — Aug 18Revenue target hit — Jul 2

06  /  Export

Your data leaves whenever you want

A ZIP of CSVs and PDFs. Every plan, including Free.

clients.csvmetric_values.csvreports/*.pdf
Two women talking across a small café table, one listening while the other speaks, a coffee between them.

Between the two of you

The session is the work. Croft handles what surrounds it.

Numbers stay current without you chasing them. The client record is caught up before you walk in. The report at the end is one click. None of that has to happen in the room.

This is the thing you hand them

A progress report in your name, not ours

Below is a live sample, rendered by the same code that renders a real one. Sample data — everything else is exactly what a client receives.

Open the full sample

Webb Business Coaching

Marcus Webb

Feb 15, 2026 – Aug 15, 2026

Priya’s progress — Bright Line Design Co.

Your Monthly Revenue is up $7,000 since February.

Monthly Revenue
$15,200up $7,000 · target $15,000
Sales Calls Made
25up 13
Team Meeting Held
4 in a row6 of 7 periods
What you reported
Feb 15, 2026 · $8,200Aug 15, 2026 · $15,200

What got done

9 done1 carried forward2 not yet

  • Send the Q2 proposal to the Meyers account
  • Hire the second sales rep
  • Update the pricing page with the new tier
  • Follow up with the ten lapsed leads
  • Record the client onboarding video
  • Set up the CRM pipeline stages

…and 3 more.

Weeks you showed up

24 of 27

You sat down with these numbers 24 weeks out of 27. That consistency is what every number above is made of.

Moments worth keeping

  1. Apr 2, 2026Signed the studio's first retainer client
  2. Jun 15, 2026Four straight months of revenue growth
  3. Jul 15, 2026Six commitments completed in a row
  4. Aug 15, 2026Monthly Revenue passed $15,000 for the first time
Priya — six months ago we were guessing at the pipeline every week. Revenue has grown four months running, and the Tuesday team meeting has happened every week except the one in April, which is the discipline this whole thing runs on. The rough stretch in April didn't turn into a disappearing act — you showed up and named it. That's the part I'd want you to notice. Same time Tuesday.
— Marcus Webb

Prepared by Marcus Webb · Aug 20, 2026

A woman holding up her phone and grinning at what is on the screen.
Opens on their phone. A link — no app, no password.

Your branding, end to end

Logo and colours on Starter. Own domain on Professional.

Every word yours or theirs

A recorded number, or a line you wrote. Croft never speaks.

Free tier carries a small mark

“Made with Croft”. Gone on Starter and up.

Against the alternatives

What coaches use today, and what it costs them

Spreadsheet + design toolA general CRMAn EOS/franchise tool
A branded deliverableBuilt in, one clickAn evening per clientNot a thing it doesIn the vendor’s name
What the client does90 seconds, a linkEmails you numbersNothing — it’s your systemLogs into the licensed platform
Whose methodologyWhatever you run, or noneWhatever you buildNot applicableLocked to the licence
When your roster churnsArchive free, unlimitedMore tabsPer-seat, per-contactPer-seat licence fees

Categories, not named products. Verify each claim against the tools your pilot coaches actually use before launch.

After the call ends

They read it without you in the room.

Which is the whole test of a deliverable. It carries your name, your commentary and their own confirmed numbers — and it still makes sense three weeks later, when they are showing it to someone else.

A man sitting outdoors, absorbed in reading something he is holding open in both hands.

Where we draw the line

Everything you need to coach. Nothing that looks like advice.

Croft shows what has already happened — commitments completed, metrics that moved, weeks your client showed up. It will never produce a projection, a forecast, or advice about a business decision only your client can make. That is a deliberate line, not a missing feature, and it is why a report can go out under your name without reading like it needs a licence.

  • Croft will never render
  • A projection or forecast
  • A business decision made for you
  • An investment or financial recommendation
  • Only what has already happened

Pricing

Priced on active clients, nothing else

Only active clients count. Archiving is free and unlimited, it never deletes anything, and you can bring someone back whenever they come back. Your roster churning should never cost you money.

Free

3 active clients

Your client sees

Your reports, with a small “Made with Croft” mark

$0forever

Every feature. No card.

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Starter

Most coaches

30 active clients

Your client sees

Your logo, your colours, your name. No Croft mark.

$79per month

30-day free trial. Annual is two months free.

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Professional

75 active clients

Your client sees

Fully white-label, on your own domain

$149per month

Priority support. Annual is two months free.

Get early access

Enterprise

Unlimited active clients

Your client sees

Fully white-label, on your own domain

Five seats, permissions, funder-ready reporting.

Contact sales

Getting started

From signup to a report in your client’s hands

Nothing to migrate and nothing to rebuild. Whatever you keep today — a notebook, a spreadsheet, a folder of PDFs — you can keep. Croft only needs the names to start.

A hand writing a client's name and a lunch time into a lined notebook, beside a pair of glasses.
Where most client history lives today — and why the report takes an evening.
  1. 01ImportPaste a list or upload a CSV. Twelve clients, about a minute.
  2. 02DefineSet one to three metrics and commitments per client. No fixed template.
  3. 03InviteEveryone gets a magic link and picks a check-in day.
  4. 04ConfirmNinety seconds a week, on a phone. Numbers stay current on their own.
  5. 05Hand it overOne click, under ten seconds. Web link or PDF, in your name.

FAQ

The questions coaches actually ask

Still stuck on something? Reply to the early-access email and it reaches a person.

Founding 50

We’re onboarding ten coaches at a time

Leave your email and we’ll set up your first report with you, on a call, using your own clients’ numbers. The first fifty coaches keep Professional features at the Starter price for as long as they keep the plan.

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Free for 3 active clients · No card · No financial data, ever