As online coaching continues to grow in popularity, coaches need to ensure they have the proper tools and software to run their virtual practices efficiently.
Having the right software platforms and programs in place is crucial for conducting effective coaching sessions, organizing client information, planning engaging curricula, and running the day-to-day logistics of an online coaching business.
This detailed Satori review explores the key features of this standout, online coaching platform designed to automate tasks so you can focus your efforts on what matters – helping clients achieve their goals.
We’ll look at factors such as ease of use, built-in coaching-focused tools, pricing, support, and online reputation to help you determine if this is the right coaching software for your business. You can also check out our top online coaching platforms roundup to help you compare Satori’s features to others on the market.
Without further ado, let’s dive right in!
What is Satori?
Satori is an all-in-one coaching platform that provides you with everything you need to start, grow, and streamline your online coaching practice.
As you’ll discover in this comprehensive Satori review, all the tools you need are presented in one beautifully simple, yet complete package. Graphically speaking, it’s a stunning system with a modern, stylish interface.
You can schedule appointments, manage customer service, organize programs, and sequence customer progress all in one place. And you can take care of billing and get performance reports right from your dashboard.
The software works with any web browser and systematizes the entire process of individual or group coaching to help you create a productive and profitable business system.
Who is Satori Good For?
This all-in-one coaching software is ideal for anyone who wants to keep the main focus where it belongs: on their clients and their business.
It’s perfect for all types of coaches, including career coaches, dating coaches, business coaches, executive coaches, performance coaches, ,life coaches, and health coaches.
Here are some use cases to help you understand what this powerful platform is capable of:
- Automate Your Coaching Business: Satori helps you automate the tedious daily tasks of your business that drain your energy so you can focus more on doing work that you love.
- Boost Conversions: Increase conversions and sales by creating a more efficient process for discovery calls and follow-through using the platform’s built-in features and third-party integrations.
- Save Time: Satori unlocks 10x value and returns in your coaching business in time savings alone. Many online reviews from customers report saving 16-25 hours every month with the platform.
- Scale Your Business: If you’ve hit the ceiling in your coaching business, this platform can help you attract new clients so you can continue to grow.
As many successful coaches will tell you, the wrong software can lead to lost productivity from learning new programs unnecessarily, data disorganization slowing things down, or lack of functionality hindering the coaching process.
However, with software like Satori, which is tailored specifically for virtual coaching, you can smooth out client onboarding, check collaborations, and streamline correspondence for deeper client connections.
Satori Functionality
1. Ease of Use
Whether you’re a first-time coach, or you want to level up your business, Satori provides you with all the systems and support you need to play the game at a higher level.
This coaching software has a simple user interface with an intuitive dashboard that is easy to navigate and makes creating your coaching packages a breeze. All the tools you need to run your business are neatly positioned to make it easy for you to find what you need quickly.
The product setup is straightforward and offers a great end-user experience. You’ll be able to quickly move clients into a plan and automate all your processes to help you save time.
On your dashboard, you have a clear view of all your upcoming appointments, clients, conversations, reviews, prospects, and proposals. Any sessions scheduled for the week will be highlighted to ensure that you stay on track.
You’ll also be able to see your revenue for the last 30 days, as well as expected revenue for the next 30 days.
Not only does Satori make things easy for you, the coach, but it’s also designed to provide an elegant and stylish visual aesthetic that will impress your clients and allow them to easily navigate the platform.
2. All-In-One Coaching Platform
Satori integrates everything in one platform. The service provides you with all the tools you need, and nothing you don’t.
As soon as you sign up, you get access to every tool to create whatever you want, whether it’s:
- Discovery Sessions: Offer discovery calls with prospects.
- Coaching Programs: Design a unique container for your online coaching process.
- Client Engagement: Send proposals or enroll new clients instantly.
- Worksheets: Deliver content or timely feedback from coaches.
- Sessions: Schedule one-time sessions or appointments.
- Conversations: Connect with clients, exchange messages, or provide them with resources.
All your clients, programs, and materials are in one place. You can personalize your packages to each client for a smooth and easy client onboarding and check-in process.
There is even concierge support. The platform’s expert team is dedicated to helping you win by offering guidance and resources to help you along the way.
You can create public and private offers, and publish them with a single click. Each offer comes with links that you can embed in your website or promotional emails. You also get access to onboarding tools to onboard clients from start to finish. Turn a mess of manual emails and forms into one convenient link to bring on clients quickly and easily.
Collect customer testimonials, and manage every aspect of your business’s client administration, including scheduling, invoicing, billing, and contracts. The platform also tracks revenue and generates reports to give you insights into how well your online business is performing.
Everything works seamlessly together right out of the box. There’s no need to waste time trying to integrate different tools or struggle to get them to play nicely together.
All in all, SatoriApp is the perfect balance of simplicity and flexibility for any coach or organization. It’s the type of technology that works to empower you, not complicate your life.
3. Built-In Scheduling Tools
Satori comes with built-in tools for streamlining your calendar so you can reclaim your time. You’ll be able to take online bookings seamlessly and allow your clients to manage their coaching sessions easily.
They can schedule, reschedule, and pay without having to go through you whenever a change needs to be made.
You can connect the platform to your calendar (Google, Apple, or Outlook) to get an integrated view of your entire schedule.
Another standout feature of the calendar tool is that it allows you to customize and segment your availability to match your work style, schedule breaks, or travel plans.
It’s clear to see that Satori is so much more than just a simple calendaring program. Its built-in scheduling tools make it a strong contender for the best online booking platforms for coaches.
If you’re like most other coaches trying to run their businesses using non-coaching-focused tools, you may find that you’re stressed by the huge mess that is your business’s back end.
Much of your valuable time is spent trying to organize records, get scheduling right, and keep in touch with your clients.
Satori takes all the hard work out of it for you and makes it easier to scale your business without increasing your workload.
Here are some additional benefits you’ll enjoy with this app:
- Appointment Booking: Book discovery sessions with your clients and empower them to self-schedule.
- Discovery Questionnaires: Qualify clients efficiently to surface motivation and have more powerful conversations.
- Session Reminders: Minimize no-shows and set clients up for more fruitful sessions.
- Google Calendar Sync: View your Satori coaching sessions in your favorite calendar app.
- Flexible Availability: Customize availability to suit your work style and schedule breaks before or after sessions.
- Timezone Conversion: Translate your coaching session times to the local time of each client.
This last feature is particularly useful for coaches who work with global audiences. It syncs with all your other calendars, handles your billing, and manages your client contracts.
4. Powerful Client Discovery Tools
With Satori, you can design discovery conversations to convert more prospects into paying clients.
Qualify clients by setting up effective conversations that compel clients to take action. Once clients sign up, you can send timely reminders to make sure they don’t miss a scheduled appointment and that they have enough time to prepare for your meetings.
You can also send personalized and automated messages that speak to each of your client’s unique needs and aspirations.
Everything is neatly arranged and organized to make it easy for you to find relevant conversations whenever you need to. You also get instant notifications so you can provide your clients with timely responses.
5. Client Engagement Tools
Satori’s built-in engagement tools help you deliver a smooth and professional client experience.
These include things such as brandable themes, agreement templates, and personalized proposals.
You can customize the theme of your client booking pages to match your brand and deliver a professional experience on any device. You can also generate personalized coaching agreements from pre-made templates to save time and effort.
Use the one-touch enrollment feature to eliminate friction and provide a first-class client experience to your clients.
6. Coaching Delivery
There are multiple tools on Satori designed to help you deliver your coaching most effectively.
This platform lets you create coaching programs that keep track of your clients easily. It also allows you to keep your clients on track.
Use it to build multi-session packages, complete with intake forms and check-ins, as well as progress tracking. You can also conduct group coaching sessions which allow you to support more clients so you can scale your business.
Use check-in prompts for session agendas and feedback. You’ll have an easy tool for accountability that helps you keep your clients on the right path.
Other features include session notes which allow you to track clients’ progress and log communication easily. Use the file attachments feature to share notes and resources with your clients – all from one place.
The dedicated client portal empowers your clients with full visibility of their program and schedule. They can use it to manage their appointments, payments, contracts, and more. The client portal also keeps your notes and communications organized and accessible.
7. Flexible Billing and Payments
Satori offers different pricing models for your products and services. You can set varying prices for the same product. You also have the option to allow payment plans to make your product more enticing to your clients.
These options are particularly useful if you’re selling high-priced products. Clients are more likely to sign up if they can pay in easily manageable installments.
When using Satori’s payment system, there are no charges on your client payments. Only standard PayPal/Stripe transaction fees apply, which means you get to keep more of your hard-earned revenue.
Here are a few other payment features you can look forward to:
- Offer custom billing cycles for different types of clients
- Use recurring billing to build predictable revenue streams
- Offer payment plans and discounts
- Automate billing using scheduled invoices
- Offer subscription payments
All of these automation tools simplify the processes for you. Not only do they make things more convenient for your clients, but they also make your coaching accessible to a broader audience.
Additional features include client reviews, whereby you can collect reviews and testimonials from paying clients to support your marketing. You also get a financial summary and coaching log which you can use to report your coaching hours for ICF certification.
8. Analytics and Reporting
One of the reasons why many coaches fail to grow their businesses is that they don’t have a clear vision of how to scale. The Satori platform has you covered there.
You can expand and grow your business by following actionable metrics designed to help you improve sales and check financial accounts. With this kind of information at your disposal, you’ll be able to fix revenue problems long before they occur.
The business dashboard shows you a clear picture of your sales, current engagements, and future revenue. You can check metrics such as financial stats (e.g. invoices and income summary), or view your coaching log.
If there’s a report you’d like to have that isn’t available on the Satori reporting app, simply request it by clicking “Request Report” and the support team will provide it for you. All in all, you’ll get accurate and reliable marketing insights to help fuel your business’s success.
9. Security and Compliance
According to the platform’s terms of service, Satori is fully compliant with all current regulations for security and privacy, including the EU GDPR (General Data Protection Regulation).
The company is incorporated in New Zealand and complies with obligations under the New Zealand Privacy Act of 1993 concerning its use of personal data.
As a coach using the platform, you can rest assured that your information is private and secure. All connections to the platform’s servers are encrypted, and the software is deployed on an enterprise-class infrastructure and is monitored around the clock.
You also get daily data backups to ensure that you never lose any of your valuable content in case of an unforeseen catastrophe.
10. Satori Inside Coaching Program
If you are a coach who’s just getting started, Satori’s Inside Coaching program is the perfect resource for you.
It allows you to see how successful coaching businesses work, and you get to learn how to build your own from the inside out.
The program goes behind the scenes on different business models, mindsets, and practices to help you understand what makes a successful coaching business. With this information from online coaching business breakdowns, you’ll be better equipped to create your own thriving business and build it from your first client to six figures and beyond.
Here’s what you can expect from Satori Inside Coaching:
- Learn about the early struggles of successful coaches in your niche;
- Find out how first-time coaches landed their first clients;
- See how they spend their time in their businesses;
- Discover the different ways they market themselves;
- Access tools to build a community around your coaching product;
- Get a clear picture of how the money breaks down; and
- Be inspired on how to cultivate a winning mindset.
If you feel that you can benefit from inspiring origin stories, business breakdowns, success mindsets, and best practices, it makes sense to sign up for this resource on the SatoriApp website so you can get started building a coaching business that will stand apart from all the rest.
Satori Pros and Cons
Like all other coaching platforms, Satori has its own set of pros and cons. Below, we take a look at some of the most prominent ones to give you a better idea of what the platform is capable of, and what its shortcomings are.
Pros:
- Excellent Customer Service: Satori is committed to providing world-class customer support which gives it an edge over standard faceless programs.
- All-in-One Platform: The software is designed to provide coaches with all the tools required to book sessions, engage clients, and deliver coaching packages from a single dashboard.
- Easy to Use: All the tools on Satori are simple and easy to use. No tech knowledge is required, and you’ll never have to touch a single line of code or hire expensive developers.
- Free Trial Available: You can sign up for a free 30-day trial on the platform. At the time of this writing, there’s also an offer to test out the software for a full 60 days for just $1.
- Powerful Automation Tools: You can improve productivity by automating every aspect of your work from scheduling and organizing to managing clients, sequencing, and more.
Cons:
- Occasional Bugs with Calendar Feature: According to online reviews, some clients have experienced periodic synchronization issues when scheduling and rescheduling appointments which sometimes led to double bookings.
- Somewhat Steep Learning Curve: Setting up everything for first-timers takes some time when users are not familiar with the setup process for coaching packages.
Satori Alternatives
As this review has shown so far, Satori streamlines your coaching business from discovery to expansion. The all-in-one coaching platform has all the tools you need to boost revenue, retention, and results.
You can schedule appointments, track conversations, and create personalized coaching programs and proposals. The platform also has flexible billing plans, template forms, and packages, as well as concierge support to help you create a smooth and easy client experience.
However, it may not tick all the boxes for you, and if it’s lacking some features that are important to your business, you might be looking for an alternative to Satori.
Listed below are three of the top Satori competitors to consider for your coaching business.
Satori vs CoachVantage
CoachVantage is an all-in-one coaching software designed to help you manage your coaching workflow seamlessly from a single dashboard.
No need to juggle a bunch of different apps to make things work in your business. Everything you need is included in the coaching management software – from smart scheduling tools to built-in payment systems and automation tools to streamline your workflow.
Pricing starts at $26/month, which makes it slightly less costly compared to Satori. However, you only get 500MB of file storage which may not be enough if you create a lot of content. Also, you can only create 2 event booking pages, 2 contract templates, and 2 sign-up pages for your coaching programs.
While this may be adequate for life coaches and other coaches who are just starting, it probably wouldn’t work for more established coaching businesses. In such a case, Satori may be the better alternative to offer your service.
Satori vs Coaches Console
Coaches Console is a coach practice management platform designed to help you run an efficient and profitable online coaching business.
It automates all the day-to-day tasks, such as scheduling, client management, billing, organization, and marketing. Like its competitor, this platform is ideal for both novice and experienced coaches alike.
With it, you can offer individual coaching sessions, group coaching packages, events, and tele-classes. This adaptable tool facilitates all your coaching business processes and frees up your time so you can focus more on providing exceptional service to your clients.
Like Satori, Coaches Console offers a 30-day free trial and a 100% money-back guarantee for premium plans. However, at $197/month, the monthly subscription is significantly higher than Satori’s $39/month fee.
Satori vs Kajabi Coaching
Kajabi Coaching is a feature in Kajabi, an all-in-one platform for creators to build and sell digital products and services based on their expertise.
Kajabi Coaching simplifies the process of running an online coaching business by providing tools such as pre-made coaching website templates, a DIY website and course builder, built-in scheduling tools, and integrated video-conferencing and recording tools.
Like Satori, Kajabi replaces dozens of tools in your online coaching tech stack, including content creation tools, data analytics tools, contact management, and payment processors.
The major difference between the two platforms lies in the pricing structure. When using Kajabi, you pay for all the tools on the business platform, including websites, landing pages, products, and funnels, which brings the price up to $149/month.
The coaching-focused SatoriApp only costs $39/month for all the tools you need to run a successful online coaching business without any of the unnecessary bells and whistles.
Pricing
Satori has a very simple pricing structure. There’s one easy price for unlimited potential. You get everything you need to start, automate, and scale your coaching business for just $39/month. There are no contracts, and you can cancel your subscription at any time.
If you opt for the annual plan, you pay $390/year and save 17% on the monthly subscription price. This means you get two months free.
Both options offer a free trial for 30 days so you can test out the platform’s core features before committing to a paid plan. You can even get a full refund if you change your mind about using the platform, as long as you are within the first 30 days of your sign-up date.
When you sign up for this all-inclusive platform, you can:
- Book Sessions
- Deliver Programs
- Engage Clients
- Streamline Communication
- Track Performance
- Automate Admin
The annual plan offers additional perks, including Concierge Onboarding, 1:1 Training Sessions, and 14-day Launch Support.
Satori Customer Support
Satori offers fantastic customer support that goes above and beyond to help coaches who require assistance to get started.
You can simply reach out to the support team via email or live chat, and you’ll get timely responses to all your queries. The platform prides itself on its fast response time and resolution time, as well as its high customer satisfaction rate.
As soon as you sign up for a free trial, you get an in-depth guide on how to get set up as quickly as possible. You also have the option to join a live demo where you can learn how to use the Satori platform to grow your online coaching business.
Another standout feature of the platform is that it’s dedicated to continuous and never-ending improvement. If there is a function that you want that the program does not currently do, you can simply drop the support team a line and suggest it. The developers will get to work to make it happen.
Satori Integrations With Other Software
You can integrate Satori with a variety of third-party tools and apps to further expand the functionality of your online coaching business.
Some of the integrations include:
- Calendar Apps: Calendly, Google, Apple, Outlook Calendar
- Payments: PayPal, Stripe
- Email Marketing: Mailchimp, AWeber, Gmail, ConvertKit
- Videoconferencing: Zoom, Skype
- CRM: Hubspot, Zoho CRM, Salesforce Essentials
- Forms and Surveys: Google Forms, Formstack, Gravity Forms
- E-commerce: Shopify
- Customer Support: Zendesk
- Online Courses: Teachable, Kajabi
- Project Management: Slack, Trello, Discord, Asana, Monday.com
You can also connect to thousands of other free and paid apps through Zapier integration. This means you can connect your Satori coaching app to your website, social media, email marketing platform, online course platform, CRM, project management tool, etc., and everything will work together seamlessly without you having to struggle to connect each app.
Satori User Reviews
SatoriApp is considered by many to be one of the best coaching apps out there. It receives praise for its ability to help teams save admin time every month. Many of the positive online reviews from coaches state that they love it for their private clients, and it has all the tools required, whether you’re a new coach just starting, or if you are a coach doing six figures in sales.
One of the pros most commonly mentioned is that the platform is a brilliant resource for helping new coaches build a signature program, streamline and automate operations, and develop an exceptional client experience.
Some of the downsides mentioned point to the platform’s rather steep learning curve. Some users state that while the use of the software is not complicated, it takes a while to get to know the ins and outs of the system if you are to take advantage of all the features on offer.
Wrapping Up – Is Satori Right For Your Coaching Business?
There you have it. Everything you need to know about Satori so you can determine whether or not it’s right for you. If you’re still not sure, here’s a quick recap to help you make your decision.
Satori is an all-in-one coaching platform with everything you need and none of the unnecessary bells and whistles. Use the platform to book sessions, engage clients, deliver coaching, and grow your business. It even comes with third-party integrations so you can continue to work with all the marketing, sales, and customer service tools you’ve come to love.
You’ll be able to streamline everything from discovery to expansion. This way, you can free your focus and make more impact as a coach.
Satori FAQ
Who is Satori for?
Satori is an all-in-one coaching platform ideal for all types of coaches, regardless of business size or experience level. Whether you are just getting started, or if you are already a successful online coach, the platform will help you build a stronger brand with a unique signature program. You’ll be able to automate all your operations and provide a first-rate client experience while freeing up more of your time to focus on your clients.
Does Satori offer a free trial?
Yes. Satori offers a free 30-day trial where you get unrestricted access to the whole Satori system. No credit card is required, and at the end of the trial period, you have the option to cancel or upgrade to a paid subscription for $39/month.
How much does Satori cost?
Satori has one easy price where you get everything you need to run your online coaching business. For $39/month, you get access to all the tools you need to book sessions, deliver programs, engage clients, automate admin, track performance, and streamline communication with your clients. If you pay annually, you can save 17% and get two months free.
What coaching features does Satori offer?
Satori is a comprehensive coaching platform that offers a wide range of features designed to streamline your online coaching business from discovery to expansion. These include built-in calendar and scheduling tools, client management tools, CRM, client portals, payment processors, and reporting tools.
What are the best alternatives to Satori?
Satori’s top competitors include Kajabi Coaching, Coaches Console, and CoachVantage. These platforms offer many of the same features you’ll find on Satori, but they also have some differences that make each platform ideal for different types of users. For example, Kajabi Coaching is part of the Kajabi all-in-one business platform that offers websites, landing pages, and an integrated course builder. However, these additional tools come with a correspondingly higher price compared to Satori.
Jeff Cobb, Founder of Learning Revolution
Jeff Cobb is an expert in online education and the business of adult lifelong learning. Over the past 20+ years he has built a thriving career based on that expertise – as an entrepreneur, a consultant, an author, and a speaker. Learning Revolution is a place where Jeff curates tips, insights, and resources to help you build a thriving expertise-based business. Learn more about Jeff Cobb here.
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