Vendor-neutral worksheet
A coaching software evaluation scorecard
Compare platforms with the same evidence standard. This worksheet supplies questions and proof prompts, not scores, awards, or a recommendation.
Choose your evidence before choosing a platform
- Write the evidence you need before opening a sales page.
- Mark a criterion only after testing it or checking a current official source.
- Keep unknowns as unknowns; do not turn missing evidence into a score.
- Repeat the same test for every shortlisted platform.
Evaluation criteria
The criteria cover audience fit, programme delivery, check-ins, progress visibility, migration, permissions, privacy, pricing, and support. Weight them for your operation before testing.
Audience fit
Does the platform fit your coaching model, client mix, and team size?
Evidence: List the workflows and roles that must work in a real trial.
Programme delivery
Can coaches build, assign, revise, and deliver the programmes they use?
Evidence: Recreate one representative programme and record every workaround.
Check-ins
Can clients submit the check-in information your review process needs?
Evidence: Run one test check-in from client submission to coach response.
Progress visibility
Can the coach find the training and adherence context needed for a review?
Evidence: Time a representative client review using demo data.
Migration
Can you export, map, test, and reverse the move safely?
Evidence: Ask for export formats and test a small non-sensitive dataset.
Permissions
Can each staff role see and change only what it should?
Evidence: Test the least-privileged role as well as the owner role.
Privacy
Do the data terms, controls, deletion path, and processors fit your obligations?
Evidence: Review the current privacy documents and record unresolved questions.
Pricing
What is the complete cost at today’s client and staff count?
Evidence: Use current official pricing and include required add-ons or services.
Support
What support route and response expectation are available for your plan?
Evidence: Ask one representative pre-sale question and record the response.
Download the blank scorecard
The CSV contains the criteria, evidence prompts, three blank platform columns, and decision notes. It contains no vendor scores.
Download CSVWhere Repit fits
Repit is one option to put through the same process. Review its current feature guides and current pricing, then test a workflow that represents your coaching practice.
Create a coach account