Start free

For B2B business coaches & advisors

A coaching client experience that justifies the retainer, before the first session.

Waco3 is coaching software for B2B business coaches: proposals that read like a strategy document, e-signed coaching agreements, discovery questionnaires that make session one worth the fee, a live engagement page per client, and recurring invoices you can see get opened. Built on the Coaching starter kit.

Start free with the Coaching kit See how it works

Full product, 7 days, 50,000 AI credits. No credit card.

  • Coaching starter kit included
  • Engagement page per client, no login
  • Pipeline and client records with AI research
A client record in Waco3 with overview, people, activity and follow-ups

Sound familiar?

You charge premium fees. Your paperwork charges discount ones.

  • A $5,000-a-month engagement deserves better than a Google Doc.

    The proposal is the first deliverable the client judges. A shared doc with default fonts quietly argues against your rate.

  • The discovery call was great. The proposal sat unopened for six days. Or did it?

    You follow up on Tuesday sounding nervous, or wait until Friday and lose the slot.

  • Session one is spent collecting context you could have had in writing.

    Company stage, team, goals, constraints, past attempts: asked live, on the clock.

  • Renewal time: "remind me what we accomplished?"

    Progress lived in call notes. The renewal conversation starts from memory instead of a visible arc.

One engagement, one chain

Prospect to renewal, every artifact connected

Research feeds the proposal, the proposal becomes the agreement, the signed agreement opens discovery, discovery seeds the engagement page, and invoices come out of the same workspace.

  1. 01

    Prospect

    Pipeline deal + AI research

    You learn: Their offerings, customers, competitors, people and news, cited, before the discovery call.

  2. 02

    Pitch

    Coaching proposal

    You learn: When they opened it, whether they re-read the program pricing, how warm they are.

  3. 03

    Sign

    Coaching agreement

    You learn: Sessions, rescheduling, confidentiality and terms, signed from a phone.

  4. 04

    Discover

    Discovery questionnaire

    You learn: Context, goals and constraints, so session one starts at depth.

  5. 05

    Coach

    Engagement page + monthly invoice

    You learn: Milestones, decisions waiting on them, and whether the invoice was opened.

AI Company Research + pipeline

Walk into the discovery call knowing their customers, competitors and pricing

Every prospect is a deal on a Kanban pipeline with stage, value, win probability and next step. Open the client record and run AI Company Research: it reads their website, the open web and public registries and returns a cited dossier of offerings, pricing, customers, competitive landscape, named people, recent news and concrete "ways in". About 35,000 credits per run, shown before you confirm; 5 runs a month on Pro.

  • Weighted forecast and win rate on the dashboard.
  • Follow-ups with due dates on every client, urgent first.
  • Won → tracker: a won deal offers to create the engagement tracker.
AI Company Research dossier with cited facts and ways in

Proposals

A coaching proposal that reads like the first strategy document, in your brand

Describe the engagement in a sentence; the AI asks clarifying questions (cadence, duration, outcomes, retainer or program) and drafts: situation, approach, program structure, packages, terms and signature. Adopt the Coaching kit for a ready proposal, quote, agreement, intake questionnaire, email sequence, program tracker plan, invoice and saved prompts.

  • Retainer and program packages with a recommended tier.
  • Layout presets that look art-directed, with your logo, colors and type applied.
  • Approve or reject every AI change; nothing is sent without you.
An AI-drafted proposal generated from a brief

Agreements

Sessions, rescheduling, confidentiality: a coaching agreement signed before the first call

One click converts the accepted proposal into a signable agreement with fields placed on the signature lines. The kit's coaching agreement comes with signer roles pre-set. The client signs from a private link on their phone in under a minute; you get an append-only audit trail, a tamper-evident seal and a Certificate of Completion.

  • Delivery states: sent, delivered, bounced, opened.
  • Unlimited envelopes on Pro; no separate e-sign subscription.
  • Designed to comply with ESIGN and eIDAS.
Per-signer status timeline for a signed agreement

Engagement page

A client portal for goals, milestones and decisions, visible to both sides all quarter

Plan the engagement as goals and milestones with AI or from the kit's tracker plan, toggle your coaching notes internal, publish. The client sees Happening now · Up next · Waiting on you, progress and a health badge. "Waiting on you: pre-work for Thursday" replaces the reminder email, and renewal starts from a visible arc of work.

  • Attach the agreement and deliverables so the client has one link.
  • Group programs: one tracker per cohort with its own page.
  • Visit analytics: know when they checked.
The client-facing engagement page

Engagement analytics

Follow up because you know, not because you are nervous

Every proposal link reports opens, section read depth, time, device and return visits. Per-recipient links tell you whether the CEO or the COO re-read the program pricing. The AI interprets the pattern and drafts a follow-up email or call plan grounded in it. You approve before anything goes out. Monthly invoices report opened and downloaded the same way.

  • 0–100 warmth signal per recipient.
  • Recurring invoices from a template, sent by you, tracked by Waco3.
  • Privacy-respecting: no raw IPs in viewing analytics.
Section-level engagement heatmap for a shared proposal
A branded proposal on a phone
The engagement page on a phone

What your client sees

Your practice on every screen. Nothing to log into.

The CEO reads the proposal on a phone, signs from a link, answers discovery at their own pace and checks the engagement page before each session instead of asking where things stand.

  • Works from a link on any device, no account
  • Progress and decisions waiting on them, never your coaching notes
  • Your logo on every surface on paid plans

Pricing

Everything around the coaching, for one flat $30

Proposal software, e-sign, a form builder, a CRM and a client page tool cost more, and none of them connect the research to the proposal to the page. Pro includes AI and two seats.

The stack you're probably paying for now

  • Proposal software$29–49
  • E-signature tool$15–45
  • Form builder$29
  • CRM starter$20–30
  • Client page / PM tool$10–24
Typical monthly total$105–175 / mo

Vendor list prices as published in 2026.

Pro

$30/month

$288/yr (2 months free)

The whole client workspace for one business.

  • Unlimited documents, e-signatures, surveys, clients
  • 200,000 AI credits every month, included
  • 2 team seats included (+$9 per extra seat)
  • Your logo on everything, no Waco3 badge
  • Client portals, pipeline, templates library
Start free, then $30/mo

Every account starts with the full product free for 7 days, no card. Cancel anytime; your work is never deleted.

Free

$0forever

The document builder, free for good.

  • 3 active documents
  • AI drafting with 3,000 credits/mo
  • Trackable share links
  • "Made with Waco3" badge

Studio

$60/month

For teams of up to six.

  • Everything in Pro
  • 450,000 AI credits every month
  • 6 team seats included (+$18 per extra seat)

Good to know

What Waco3 leaves to other tools

  • Booking pages, not a full calendar

    Prospects book the discovery call from your Waco3 link. It does not sync with Google Calendar or create video-call links yet, so sessions themselves stay in your calendar and video tool.

  • No payment collection

    Recurring invoices are trackable documents. Money moves through your processor.

  • No video or session hosting

    Zoom stays Zoom. Link the recording from the engagement page if you like.

FAQ

Questions people ask before starting

What is in the Coaching kit?
A coaching program proposal and quote, a coaching agreement with signer roles (session counts, rescheduling, confidentiality, refund terms), an intake questionnaire, email templates and a follow-up sequence, a program tracker plan, an invoice and saved AI prompts. Adopt it in one click and edit everything.
How do recurring invoices work?
Save the invoice as a template and create it each month in a few clicks. Each is a trackable link, so you see opened and downloaded. Reminder emails are templates you send; Waco3 never sends automatically and does not collect the payment.
What does AI Company Research read?
The prospect's public website, the open web and public corporate registries. Every fact is cited with a confidence level; it refuses to profile private individuals. About 35,000 credits a run, shown before you confirm. Pro includes 5 runs a month, Studio 15.
Can I run group programs?
Yes. One tracker per cohort with its own published page, plus one agreement per participant from a template with roles.
Do clients need an account?
Never. Proposal, agreement, questionnaire and engagement page all work from a link on any device.
What does it cost?
Free: three active documents forever. Pro: $30 a month with unlimited documents, e-signatures, questionnaires and clients, 200,000 AI credits and 2 seats. Studio: $60 with six seats. Every new account starts with the full product free for 7 days, no card.

Know them before the call. Sign before the week ends. Show progress every month.

Open a free account, adopt the Coaching kit, and send your next proposal from it before the follow-up call.

Start free with the Coaching kit

Full product, 7 days, 50,000 AI credits. No credit card. Lands softly on the Free plan afterwards; nothing is deleted.