Get more ideal new customers
Get more high-quality referrals so you don’t waste time with businesses that can’t afford your services or want services you don't provide

Get more high-quality referrals so you don’t waste time with businesses that can’t afford your services or want services you don't provide
Unique verification and qualifications of referrals by Coachbar business analysts and automation. Use credits to accelerate your business growth across the full cycle.
Buy now, pay after we deliver:
$1,800 USD
Add-on credits:
Buy now, pay after we deliver:
$7,200 USD
Buy now, pay after we deliver:
$12,900 USD
Buy now, pay after we deliver:
$24,900 USD
A Coachbar account manager works with you to develop your Service plan and push the initiatives to completion.
Review and identification of strengths, weaknesses, and quick wins. Includes your website and up to 3 competitor websites. See how well your website answers the most important questions prospective customers are thinking about when they visit your website. Select 3 quick win recommendations from the list, and we’ll create content for you to post on your website.
A Coachbar subject-matter, marketing expert works with you to populate and publish your Coachbar directory listing before it goes live and is visible to businesses seeking software implementation consultants.
Everything in the standard listing option plus we introduce you to all businesses that are active on our platform with a New to Coachbar email featuring you and your listing.
Manage your directory listing, your service offerings, specializations, and connect with referrals. Build credibility with customer reviews, share your marketing collateral, connect with referrals and track the progress.
Integrate your systems to the Coachbar platform to provide easy, efficient management, incentive management, and reporting for your partner channel. Two credits per integration implemented by the Coachbar team. For instance, integration to your Hubspot and Slack.
Get a 2 minute video explaining how your software consulting helps businesses achieve their goals with technology, and explaining why they should buy your services now – website and YouTube publishing ready.
Professionally edited client interview case study, up to 5 minutes. Includes customer/channel interview, video-editing, copywriting, images, and video polishing – website and YouTube publishing ready.
Receive a 3 video series (up to 75 seconds each) about how to stand out from other software consultants including why you, why now, and how you deliver exceptional results for businesses.
Businesses that have provided their information to Coachbar about their needs for software consulting and other information that have not yet been verified by a Coachbar business analyst.
People that have provided their information on a webform on your website. Coachbar has applied its business verification, engaged Coachbar analysts, and dynamically scored for ICP-fit. Coachbar takes care of the lead qualification, allowing your team to focus on higher value activities including closing more deals and increasing customer lifetime values. Inquiries that do not fit within your ICP are re-routed within the Coachbar network.
You can either upgrade your plan or purchase add-on credits.
You can upgrade your plan at any time during your subscription year. You have two options.
Full upgrade: You instantly move to the new plan. You start a new annual subscription and your renewal date changes accordingly. Any unused plan credits on your existing plan are added to your new plan as plan credits. If you have add-on credits remaining, these are transferred to your new plan.
Easy upgrade: You instantly receive the benefits of the new plan for the remainder of your subscription year. Your subscription year-end date does not change. You pay an incremental amount to move up to your new plan for the remainder of your subscription year. You receive additional plan credits associated with the new plan, prorated for the remaining time, which are added to any unused plan credits you have.The easy upgrade price is calculated based on the remaining days of your subscription year and the differences between your current plan’s price and the new plan’s price.
For your first subscription to Coachbar, you can choose to defer your first payment for one year (365 days). During this time, you will have full access to Coachbar services, including claiming referrals, creating case studies, and more up to your purchased credit amount.
If you choose to upgrade or purchase more credits during the 365 day window, you will be charged in full for your subscription amount.
We do collect and store credit card information at the time you subscribe, and charge the card on file on your subscription renewal date. Credit card information is stored securely with our payment processor that has achieved PCI Level 1 compliance.
Yes, plans will automatically renew on the same plan level on an annual basis. You will receive a notice 30 days prior to renewal so that you can make any needed adjustments to your plan.
Plan credits must be used within the subscription year, which is 365 days (1 year) of purchase.
Add-on credits roll-over as long as you have an active plan subscription at the same or higher level. If you cancel your subscription, your add-on credits expire at the end of your subscription.
No. The Starter plan is only available to new customers, as a one-time, Coachbar trial plan. Business email domain is required for sign-up.
Yes. We offer 20 free add-on credits to Coachbar customers who help us grow Coachbar by getting more Software Providers on Coachbar. Please talk with your account manager at your earliest opportunity to secure your free add-on credits.
Yes. We offer 9 free add-on credits to Coachbar customers who help us grow Coachbar. Please ask your account manager for the details.
A customer lead, unverified has not met with a Coachbar business analyst or has a small project.
A verified ICP-fit customer referral SMB referral has met with a Coachbar business analyst and has a ICP-fit project and budget. With verified ICP-fit referrals, you’ll get referrals that you consider to be ideal and insights about the opportunity, such as software applications, budget, timeline, decision makers, and overview of their project requirements.
Our expert marketing team will evaluate your website on several different parameters, including search engine ranking, performance (load time, security, etc), readability and appeal to your target audience. We’ll also compare your website to up to 3 of your competitors. You’ll get (at least) 5 actionable recommendations to help your site – from performance to content optimization. You can also select which quick wins you want and receive up to branded 3 graphics or charts you can post to your website to make instant and easy improvements.
Our expert team of writers and interviewers have created hundreds of successful case studies across multiple industries. We’ve created a simple process for both you and your customer to share details of the project – including key statistics that make your case studies stand out. Our writers take the details and weave them into a compelling story to be reviewed by you and your customer. After final sign-off, the case study will be ready to share on your website, social media and beyond. We’ll also amplify your case study by posting it on the Coachbar website and sharing it on our social media profiles.
Our Coachbar process involves both collaboration and clarity on where we are on the way to completion for all deliverables. Our delivery process has five milestones: (1) brief complete, (2) storyboard review, (3) feedback round #1, (4) feedback round #2, and (5) final delivery. This approach benefits you and Coachbar by avoiding deliverables that drag out due to many rounds of feedback and revisions. The completed and mutually approved brief confirms the scope of the delivery and expectations of inputs by you and what you can expect from Coachbar. Storyboard review confirms that we both agree on what the final deliverable will be and will look like. It's also at this stage that we provide an estimated range of dates for final delivery. Feedback round #1 is for major improvements, if any. Feedback round #2 is for final refinements and polish. And, final delivery includes providing the design files, when applicable, so that you maintain or improve the deliverables over time.
If you are not satisfied with one of your services, please contact us right away and we’ll do our best to make it right.
No. Plan credits and add-on credits remain with the legal entity during the subscription year, and cannot be transferred to another legal entity.
Generally speaking, Coachbar does not offer refunds for subscription services. If you decide to cancel your subscription with Coachbar, the remaining credits will be available for use for the period you have remaining. Coachbar reserves the right to offer refunds on unused credits at our discretion, where extenuating circumstances arise.
You can downgrade your plan only at the end of your subscription year. When you downgrade, you start a new annual subscription and your subscription renewal date changes according to your new start date. When you downgrade, any unused add-on credits expire and do not move to your new subscription.
You can cancel your plan at the end of your subscription year. All open projects that have not completed Feedback round #2 by the cancellation date will stop. If you decide to cancel, please contact your account manager at least 60 days prior to your renewal so that we can wind down your program and assist you with any unused credits.