Coaches & Consultants

Your clients are paying for access to you. Give them an experience that reflects your value.

ClientPress gives every coaching or consulting client a private portal on your domain — resources, action items, session materials, and direct messaging in one place, branded entirely to you. Professional, personal, and completely under your control.

Pricing Demo

The Problem With How Most Coaches Deliver Their Work

The coaching relationship is personal. The way most coaches deliver materials isn’t.
Files get emailed as attachments. Action items live in a Google Doc that hasn’t been opened since last month. Between-session communication happens over text or a messaging app that mixes client conversations together. And when a client asks “where was that resource you sent me?”, the answer is somewhere in their inbox.

None of that reflects the quality of the work you’re doing. And none of it makes the client feel like they’re in good hands.

ClientPress gives every client a space that feels like it was built for them — because it was.

Everything Your Client Needs Between Sessions

  • Tasks Assign action items after each session and let clients check them off as they go. Progress bars show completion at a glance. Clients know what they’re working on. You know where they are without having to ask.
  • Discussion A private messaging thread between you and each client — one thread per portal, not mixed in with anyone else. Keep between-session communication focused and findable without giving out your personal number or managing a separate app.
  • Guides Write your frameworks, worksheets, and process documents once. Assign them by client type and they appear automatically in every relevant portal. Stop re-sending the same resources every engagement.
  • Files Share session recordings, workbooks, assessments, and reference materials privately. Files are served through an authenticated link — only the client assigned to that portal can access them.
  • Portal Overview A fully editable page at the top of every portal — use it for a welcome message, a session summary, a progress snapshot, or whatever makes sense for your engagement style. Built on the WordPress block editor so it’s as simple or as rich as you want.
  • Portal Templates Define your standard onboarding setup once — task lists, tools, welcome message, branding — and apply it to every new portal in one click. New clients can be onboarded in minutes, not hours.

Personal at Scale

The challenge every coach hits as they grow: keeping the client experience feeling personal when you have more clients than you can hold in your head at once.

Portal templates let you define your standard engagement setup once — task lists for the first 30 days, resource guides, a welcome message — and apply it to every new client in one click. Each client still gets a portal with their name on it, styled for your brand, with content specific to their engagement. It scales without becoming generic.

Your Brand. Not Someone Else’s Platform.


When your client logs into their portal, they’re on your website — not a third-party tool with its own branding, its own upsells, and its own agenda.

ClientPress is a WordPress plugin. It runs on your existing site, at your domain, under your name. No SaaS subscription your client notices. No platform that makes them feel like one of thousands of users. Just a clean, private space that looks and feels like part of your practice.

No Per-Seat Pricing. Ever.


One flat annual fee covers every client portal you run. Add a spouse, a business partner, or a second stakeholder to any portal without a pricing conversation. Take on more clients without your software costs going up.

See How ClientPress Compares to Popular Project Management Systems

ClientPress Teams Basecamp ClickUp Asana
Pricing
Pricing model Flat annual fee Per user / mo Per user or flat $299/mo Per user / mo Per user / mo
Starting price Flat Fee $499/yr $6/user/mo $15/user/mo $7/user/mo $11/user/mo
Client & guest access
Unlimited client users included ✓ ✕ ✓ on Pro plan
($299/mo)		 Limited
+ extra charges		 Restricted
permissions
Guest setup complexity Simple invite Requires IT /
Azure admin		 Simple invite Simple invite Simple invite
Delivery & branding
Runs on your domain ✓ ✕ ✕ ✕ ✕
White-label ready ✓ ✕ ✕ ✕ ✕
Self-hosted / your data ✓ ✕ ✕ ✕ ✕
File & deliverable workflows
Private file delivery (no public URLs) ✓ Depends on tenant
admin sharing policy		 Private by default,
public link optional		 Public by default
unless admin restricts		 Requires org login
by default
Client approval workflow ✓ ✕ ✕ ✕ ✕
Revision tracking ✓ ✕ ✕ ✕ ✕
Onboarding & milestones
Client & team onboarding checklists (templates, file/text responses) ✓ ✕ ✕ ✕ ✕
Project milestones with client-visible progress ✓ ✕ ✕ Milestone markers
only, no roadmap		 Milestone markers
only, no roadmap
Native deposit & milestone payments (Stripe) ✓ ✕ ✕ ✕ ✕
ClientPress Teams
Pricing
Pricing model Flat annual fee Per user / mo
Starting price Flat Fee $499/yr $6/user/mo
Client & guest access
Unlimited client users included ✓ ✕
Guest setup complexity Simple invite Requires IT / Azure admin
Delivery & branding
Runs on your domain ✓ ✕
White-label ready ✓ ✕
Self-hosted / your data ✓ ✕
File & deliverable workflows
Private file delivery (no public URLs) ✓ Depends on tenant admin sharing policy
Client approval workflow ✓ ✕
Revision tracking ✓ ✕
Onboarding & milestones
Client & team onboarding checklists (templates, file/text responses) ✓ ✕
Project milestones with client-visible progress ✓ ✕
Native deposit & milestone payments (Stripe) ✓ ✕
ClientPress Basecamp
Pricing
Pricing model Flat annual fee Per user or flat $299/mo
Starting price Flat Fee $499/yr $15/user/mo
Client & guest access
Unlimited client users included ✓ ✓ on Pro plan ($299/mo)
Guest setup complexity Simple invite Simple invite
Delivery & branding
Runs on your domain ✓ ✕
White-label ready ✓ ✕
Self-hosted / your data ✓ ✕
File & deliverable workflows
Private file delivery (no public URLs) ✓ Private by default, public link optional
Client approval workflow ✓ ✕
Revision tracking ✓ ✕
Onboarding & milestones
Client & team onboarding checklists (templates, file/text responses) ✓ ✕
Project milestones with client-visible progress ✓ ✕
Native deposit & milestone payments (Stripe) ✓ ✕
ClientPress ClickUp
Pricing
Pricing model Flat annual fee Per user / mo
Starting price Flat Fee $499/yr $7/user/mo
Client & guest access
Unlimited client users included ✓ Limited + extra charges
Guest setup complexity Simple invite Simple invite
Delivery & branding
Runs on your domain ✓ ✕
White-label ready ✓ ✕
Self-hosted / your data ✓ ✕
File & deliverable workflows
Private file delivery (no public URLs) ✓ Public by default unless admin restricts
Client approval workflow ✓ ✕
Revision tracking ✓ ✕
Onboarding & milestones
Client & team onboarding checklists (templates, file/text responses) ✓ ✕
Project milestones with client-visible progress ✓ Milestone markers only,
no roadmap
Native deposit & milestone payments (Stripe) ✓ ✕
ClientPress Asana
Pricing
Pricing model Flat annual fee Per user / mo
Starting price Flat Fee $499/yr $11/user/mo
Client & guest access
Unlimited client users included ✓ Restricted permissions
Guest setup complexity Simple invite Simple invite
Delivery & branding
Runs on your domain ✓ ✕
White-label ready ✓ ✕
Self-hosted / your data ✓ ✕
File & deliverable workflows
Private file delivery (no public URLs) ✓ Requires org login by default
Client approval workflow ✓ ✕
Revision tracking ✓ ✕
Onboarding & milestones
Client & team onboarding checklists (templates, file/text responses) ✓ ✕
Project milestones with client-visible progress ✓ Milestone markers only,
no roadmap
Native deposit & milestone payments (Stripe) ✓ ✕

Frequently Asked Questions for Agencies

Yes. You can create a portal for a cohort, assign multiple clients to it, and use the message board for group discussion alongside individual portals for 1-on-1 work.

No. Each portal is completely private. A client assigned to their portal cannot see any other portal on your site.

Yes. Each portal has its own overview page, task lists, files, and branding. Portal templates let you start from a standard setup and customize from there.

Since we don’t charge per user, you can allow them to retain access to their portal. If you no longer want your client to have access to the portal, you can archive it. When you archive a portal, the client loses access but all content is preserved. If a client needs access to an archived portal, you can re-activate it with one click.

No. Clients receive a branded invitation email, click a link, set a password, and land directly in their portal. The interface is clean and simple — there’s nothing to configure and no learning curve.

Yes — for large video files, you can add link to an external video URL through the Deliverables tab. Clients access them through their portal.

No. ClientPress installs and configures entirely through the WordPress admin. No code required.

We offer a 14-day money-back guarantee. If ClientPress isn’t the right fit, email us within 14 days of purchase for a full refund.

Ready to try clientpress?

Launch a Demo