Which account needs attention?
Retainers, package clients, and advisory calls all have different next steps. The context should not live in your head.
Built for business coaches
Your clients run businesses. You shouldn't have to run spreadsheets.
Track retainers, packages, contracts, and ongoing client context without rebuilding the account before every call.
For business and leadership coaches managing higher-trust repeat work.
HeyPond
Built for business coaches
Today
Everything connected
CRM
Packages
Contracts
Account historyOne client record
RetainersVisible status
ContractsBuilt in
Sound familiar?
Did the proposal turn into paid work?
The handoff from agreement to invoice to delivery gets messy when every stage uses a different tool.
Is this the renewal moment?
The best renewal conversations happen before momentum drops, not after the last included call is already gone.
Your clients expect clarity. Your own client operations should feel just as sharp.
Built around the business-coaching account.
CRM
Keep calls, notes, agreements, packages, and payment context on one account record.
Packages
Sell advisory blocks or coaching packs and track usage without a side ledger.
Contracts
Keep agreements close to the client work they govern.
Automations
Prompt renewals, reminders, and follow-up before the account goes quiet.
"Before a client call, I can see the account context, agreement, package status, and next step without rebuilding the story from email."
Business coach
Advisory relationships
HeyPond vs the scattered advisory stack
FeatureThe old wayHeyPond
Account historyNotes and inboxOne client record
RetainersManual checksVisible status
ContractsSeparate docsBuilt in
RenewalsMemoryPrompted
Questions? Answers.
Can I track retainers?
HeyPond is built for ongoing client work, including retainers, packages, repeat sessions, invoices, and account history.
Does it handle group coaching?
HeyPond is strongest around client records, booking, packages, payments, and documents. If group coaching is central, map your cohort workflow during setup to confirm fit.
How long does it take to set up?
Most teams can start with the basics quickly: add offers, set availability, connect payment, and invite active clients first.
Is there a free trial?
You can start free and set up the core workflow before deciding how far to roll it out.
What payment methods are supported?
HeyPond uses Stripe for online payments. Available payment methods depend on your Stripe account, country, and checkout settings.
Can I cancel anytime?
Yes. HeyPond is designed for independent professionals who need flexibility as their practice changes.
Ready to make business coaching easier to run?
Keep the account, package, payment, and next step in one place.
Start freeor book a demo