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CASE STUDIES

How We Built a Custom Portal for a UK Coaching Brand

A behind-the-scenes look at how we transformed their client experience and internal operations.

R
Rasheedy
1 min readApr 21, 2024Updated 2026
How We Built a Custom Portal for a UK Coaching Brand

A growing UK coaching brand was juggling Calendly, Google Drive, Stripe, and a patchwork of spreadsheets. Clients got confused. Coaches duplicated work. Leadership had no single view of the business.

The challenge

They didn't need another tool — they needed one place where clients could book, pay, access materials, and track progress, while the internal team managed programmes without manual handoffs.

What we built

  • Client portal: Sessions, resources, and messaging in one branded experience.
  • Coach dashboard: Cohort progress, notes, and follow-up tasks in a single view.
  • Admin reporting: Revenue, retention, and programme performance without exporting spreadsheets.

The outcome

Onboarding time dropped sharply. Support emails about "where do I find…" nearly disappeared. The team finally had one system that matched how they actually deliver coaching.

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