CoachVantage

The ladder

No priced offer is recorded for this product.

• At 0 clients: Price not establishedNo documented price for this selection.
• Annual billing at 20 clients: Price not establishedNo documented price for this selection.
• Unlimited plan: Unlimited not establishedno explicitly unlimited plan with the habit workflow is printed
• Zero clients: No zero-client exemption established.
• Above the published ladder: not published; never extrapolated.

Reference offers (not used in the price cell)

Amounts the record keeps as printed but does not calculate from, with the reason in the pricing note above. A bare amount here carries no currency code unless one is named.

Workflow

Status

Not established — Habit-specific recurring assignment and completion not established. ^{1 2}

Recurring assignment

Not established — not established ^{1 2}

Client completion

Not established — not established for recurring habits; general goals/program progress only ^{1 2}

Practitioner review

Not established — general coaching/program activity monitoring documented; habit-specific review not established ^{1 2}

Feedback channel

Documented — client form feedback documented, not habit feedback ^{1 2}

Free

Trial only — 14-day trial. Habit-specific workflow not established; adjacent coaching software. ^{3 4}

Client-side charges

Not established — not in the amount

Platform

Not recorded

Observed in an account

No. Everything on this page is documented from the vendor's pages and store listings that were read.

What we could not establish

• No account-based workflow test.
• Regulatory suitability and exact annual invoices not established.
• Unlimited coaching engagements are stated on the pricing page; the recurring habit workflow and habit-coaching clients are not documented publicly.

Regulated use — lay reading

US HIPAA-covered activity

Not established — No completed contractual and operational assessment for this use.

Ontario PHIPA-subject activity

Not established — No completed contractual and operational assessment for this use.

Regulatory features — what the vendor's pages state

Data entry

Vendor states: The privacy policy describes Client Data as personal data collected by CoachVantage's clients, including their team members, personnel or other end users. ⁵ · checked 21 Oct 2026

Hosting

Vendor states: Deployed on the Heroku platform, hosted and managed within Amazon's data centers; no region is named. Network traffic is encrypted inside and outside the network and the web app is served over HTTPS. The 2021 privacy policy says account data is processed in Singapore. ^{6 5} · checked 21 Oct 2026

Messages

Not stated

Notifications

Not stated

Attachments

Not stated

Video

Not stated

Exports

Vendor states: Terms: on request made before cancellation, the vendor provides a copy of the Data in a common electronic form, reasonable costs may be charged, and the Data is deleted after cancellation. ⁷ · checked 21 Oct 2026

Integrations

Vendor states: The privacy policy lists third parties for Account data (Stripe, PayPal, Zoom, external calendars, Tapfiliate) and says the policy does not apply to Client Data. ⁵ · checked 21 Oct 2026

AI features

Not stated

US business associate agreement

Not stated

Canada or Ontario

Vendor states: The privacy policy (last updated 1 January 2021) says data may be processed by the vendor and/or third-party processors in other countries "including the United States, England and Canada". ⁵ · checked 21 Oct 2026

Evidence

1. 1. CoachVantage Platform Features · coachvantage.com/coaches-platform-features
   Vendor page · Read 20 Oct 2026 · No copy saved
   Supports goals/assignments, client portal and progress tracking generally; coaching sessions/hours progress tracked. Forms allow client responses and coach review. No explicit recurring habit assignment/completion workflow documented. Create and send forms and questionnaires
2. 2. Coaching Programs · coachvantage.com/features/coaching-programs
   Vendor page · Read 20 Oct 2026 · No copy saved
   Clients access portal for notes, files, goals and appointments; coach can track program activity and modules. No public documentation of habit-specific recurring completion/review. Share files, notes, goals, forms and set up appointments
3. 3. CoachVantage Pricing · coachvantage.com/pricing
   Vendor page · Read 20 Oct 2026 · No copy saved
   14-day trial, no credit card. Clarity $39 monthly or $35/mo billed yearly; Aha! $59 monthly or $53/mo billed yearly. Both plans explicitly include unlimited contacts and coaching engagements. Dollar currency lacks a code; unconfirmed. Exact annual invoices are not displayed. Unlimited Contacts & Coaching Engagements
4. 4. CoachVantage pricing · coachvantage.com/pricing
   Vendor page · Read 21 Oct 2026 · No copy saved
   Both plans list "Unlimited Contacts & Coaching Engagements" and the features table says "There's no limit to how many coaching engagements you can have." The billing unit is the coaching engagement and contact, not a habit-coaching client. The page lists client goals and assignments and coaching progress tracking; "habit" does not appear on the pricing or Coaching Programs pages, and no recurring habit workflow is described. help.coachvantage.com did not connect (one attempt). There's no limit to how many coaching engagements you can have.
5. 5. CoachVantage privacy policy · coachvantage.com/privacy-policy
   Vendor page · Read 21 Oct 2026 · No copy saved
   Page read 2026-10-21 (plain fetch). Last updated 1 January 2021. Account data processed in Singapore; data may be processed by CoachVantage and/or third-party processors in other countries "including the United States, England and Canada"; Client Data is personal data collected by clients including their team members, personnel or other end users, and the policy does not apply to Client Data; third parties listed for Account data: Stripe, PayPal, Zoom, external calendars, Tapfiliate.
6. 6. CoachVantage security · coachvantage.com/security
   Vendor page · Read 21 Oct 2026 · No copy saved
   Page read 2026-10-21 (plain fetch). Deployed on Heroku (a Salesforce company), hosted and managed within Amazon's data centers, no region named; all network traffic encrypted inside and outside the network, HTTPS, bcrypt-hashed passwords; describes Amazon data centers' accreditations (ISO 27001, SOC 1/2, PCI Level 1, FISMA Moderate, SOX) and Stripe as "PCI DSS compliant" (provider claims, not CoachVantage's). No HIPAA or BAA claim.
7. 7. CoachVantage terms of service · coachvantage.com/terms-of-service
   Vendor page · Read 21 Oct 2026 · No copy saved
   Page read 2026-10-21 (plain fetch). Clause 41: copy of the Data in a common electronic form on request before cancellation, reasonable costs may be charged, Data deleted after cancellation; clause 39: backups are the customer's responsibility; governed by the laws of Singapore. No HIPAA or PHI statement.