Teachable has a limited coaching feature that allows you to set up sales pages and create intake forms and pricing plans for your coaching products.
However, if you want to run live sessions or include a booking calendar, you must integrate with and use third-party apps.
- Use Teachable to create coaching intake forms, pricing plans, and sales pages
- Integrate with third-party apps for coaching features like live streaming, and scheduling
- Use product bundles, order bumps, and coupons to help increase sales
What Is Teachable Coaching?
Teachable coaching provides an easy way for you to quickly create coaching products. For example, if you want to offer coaching packages consisting of live coaching sessions along with supporting material such as digital downloads and courses, Teachable will let you do this.
However, the features you get for coaching are very limited. Besides creating a sales page, intake form, and setting milestones, there isn’t a whole lot else you can do.
For example, if you want to run live sessions, you have to integrate with a third-party platform like YouTube. And if you need a scheduling tool so people can view your availability and book in their sessions, you must use something like Calendly.
To add to the limitations, there are also no notable marketing features in Teachable, so if you want an external email provider or a way to create sales funnels, you must also use a third-party app to do so.
Why Use Teachable Coaching?
With such limited features, why would you want to use Teachable for coaching?
Well, it’s a good simple tool for those that only have basic needs. For example, not all coaching is live. Although Teachable lacks an external emailing tool, it does allow you to email your students. Therefore, if you carry out coaching via this method, it’s a good option.
Secondly, it’s not that difficult to integrate third-party apps to give you more functionality. If you did want to run live streams, it won’t take long to set up.
Finally, coaching adds value to existing products, and through the product bundling feature, you can offer coaching alongside your Teachable courses without having to use another platform to do so.
What Are the Teachable Coaching Features?
Intake forms provide you with upfront information about new students. For example, if you are running coaching sessions on giving up smoking, it would be useful to understand how much each person smokes each day, how long they have smoked, how it is affecting their health, etc.
Having this information allows you to tailor your sessions to each individual and ultimately deliver a more valuable and worthwhile experience.
After completing the intake form, the customer can either head straight to checkout, or you can set it so that prior approval is required before they purchase. Doing this allows you to determine whether or not a person is suitable for your coaching product.
Pricing is flexible in Teachable and you can choose how you want to charge for your coaching product:
- One-time purchase
- Payment plan
The payment plan is a fixed amount of regular payments. For example, six monthly installments of $40 while the subscription is an ongoing regular payment that only stops when it is canceled.
Milestones are used to communicate what is coming next in your coaching schedule, and how the student is progressing.
When you create the coaching product, you can set up the first milestone and subsequent milestones are added as the student completes them. This allows you to tailor milestones according to each student.
Milestones can be used for meetings, live streams, commenting, or to add content like files and PDFs.
As we have already discovered, Teachable does not have its own scheduling tool. Instead, you must use a third-party app with Teachable to enable this feature.
Teachable has a direct integration capability for Calendly. If you want to use a different scheduling app, you can do so as long as it can provide shareable links to use in Teachable.
By adding a scheduler, you can better organize your student’s sessions, plus provide a way for students to pick a meeting time from your availability. It also lessens the risk of double-booking yourself and having to let students down and gives you a clear picture of what you have scheduled for the coming week.
Once you have set up your coaching product, Teachable will automatically generate the sales, checkout, and thank you pages for it. These can be edited and customized with your branding and wording to help you entice people into signing up.
The editor doesn’t use drag-and-drop, which is a shame. Instead, you must edit all information using the sidebar editor. The page will update in real-time so you can see what it looks like.
How to Set Up Teachable Coaching (Step by Step)
Step 1: Log into your Teachable school and click on “Coaching” located in the left side menu. Then, click on “Create coaching” located in the top-right corner.
Step 2: Give your coaching product a name and click “Next.
Step 3: Now choose if you want to include an intake form or not. If you decide to have one, there are two options:
- Intake form that leads directly to checkout after completion
- Intake form that requires your approval before checkout is accessible
You can also opt to have no intake form which means customers will be directed straight to the checkout stage when they select your coaching product.
Step 4: After clicking “Next,” you will be asked to set a price. This can either be free, a one-time purchase amount, a payment plan, or a subscription.
Step 5: Once you have chosen the payment type, complete the relevant details. For example, the one-time purchase option requires you to add the price, currency, and a description. If you have added the Affirm or Afterpay payment processors, you can also activate the “buy-now-pay-later” option for your customers.
Step 6: Now you have the payment sorted, you can select the start date for the coaching product. This can either be on the enrollment date or on a fixed date of your choosing.
Step 7: Finally, customize your first milestone. This is the first thing your customers have access to after they have purchased your coaching product. If you have integrated with a calendar app such as Calendly, you can add scheduling to the milestone.
Step 8: Finally, give everything a check over, upload an image for the product, and when you’re ready hit “Publish” in the top-right corner.
Step 9: If you selected to include an intake form, you now need to set this up. Head to the “Pages” section of your coaching product and locate the sales page. Click “Edit.”
Step 10: A pre-built page template will open up in the editing tool. Scroll down until you see the “Before your session” section. This is the intake form. Clicking on it will open up the side menu where you can edit the text fields. Here, you can also change whether or not approval is required before the customer reaches the checkout stage.
After you have edited the intake form, go ahead and edit the rest of the page to include relevant information about your coaching product. When you’re done, hit “Update” in the top right corner.
Then, repeat the process for the rest of the pages including in the coaching product such as the checkout and thank you pages.
How to Sell a Teachable Coaching Product
Teachable lacks marketing tools such as external emailing and sales funnels, so it may be necessary to use a third-party app for this. However, there are a few things that Teachable provides to help you sell:
Teachable allows you to create high-value offers by bundling several different products together. Bundles can be any mix of courses, digital downloads, and coaching products (subject to your plan limits).
For example, you can bundle an in-depth course with a course of six coaching sessions.
This is a great way of providing supporting material and information for your coaching students to refer to at any time.
Order bumps are additional purchases that are added to the checkout page of your coaching product. For example, you could offer a relevant course at a discounted rate, or a bonus coaching session for a special price.
The aim of the offer is to entice customers to add it to their initial purchase and thus increase your revenue even more.
To use coupons, you must be subscribed to a paid Teachable plan.
This feature lets you create discount coupons for your products. To encourage new students to sign up, you could provide a coupon as part of an introductory offer.
Frequently Asked Questions
Teachable has a coaching feature that allows you to set up intake forms, milestones, and checkout and sales pages for your coaching products.
You cannot livestream coaching sessions directly from Teachable. However, you can embed a live stream link for a third-party app such as YouTube or Twitch which will enable you to run live sessions in Teachable.
Teachable does not have a calendar feature for scheduling coaching sessions. Instead, the platform supports native integration with Calendly, or you can use any other third-party calendar app that provides a shareable link.
Teachable coaching is not worth it if you want a platform solely for that purpose. Teachable is missing vital coaching features such as a scheduling tool and native live streaming. It also lacks marketing features like emails and sales funnels.