CoachingEdge - the coaching platform for brokers, coaches & team leads

The economics

Ten agents and their coach, for less than one agent anywhere else.

Your agents already believe activity ratios matter - that's what they're paying for. Nobody has ever measured theirs. That's the gap you can close that a national program can't, at about a tenth of the cost.

A national coaching program

$549–750

per agent, per month

Asserted conversion ratios from a curriculum, applied identically to every agent in every market. Ten agents would run you $5,490–7,500 a month.

CoachingEdge · Lead + 10 agents

$590

per month, everything included

Ten agents on their own plans, built by the Edge Engine from their goal, archetype and market - plus your coach platform, free at this tier.

Pricing

Two roster packages

Your coach platform and your agents' seats in one line. No annual contract, no setup fee. Bigger rosters and brokerage-wide pricing - ask on the demo.

Lead + 5 agents

Small team or a starting roster

$354 / month

$70.80 per agent · coach seat included

Your coach platform and dashboards
5 agent seats on AgentEdge
AI daily brief across the roster
AI session prep before every call
Session tracking + before/after pulse

Book a demo

Best value

Lead + 10 agents

Established team or coaching book

$590 / month

$59 per agent · coach seat free

Everything in Lead + 5
10 agent seats on AgentEdge
Coach platform included at no cost
Roster leaderboards and trends
Notes and video messages to agents

Book a demo

One agent on a national program costs $549–750 a month. This is all ten of them, plus you.

Roster daily brief

Open one dashboard. Know who needs you today.

The engine reads every agent's logged activity, targets, check-ins and pulse overnight, and surfaces the ones who are slipping - with the reason, not just a red number.

Your roster · Thursday10 agents · 3 flagged

Dana R. Conversations 4/18 this week and stress at 5 for three days. Third slipped week in a row - this is a conversation about capacity, not activity.

Marcus T. Hitting total touches but 82% are nurture. He'll finish the week feeling productive and book nothing. Worth showing him the split.

Priya S. Database at 61 against a required 126. Her plan is arithmetically out of reach until that moves - start there, not on call volume.

Seven others On or ahead of target. No action needed today.

The CoachingEdge dashboard: who needs you today, the daily coach brief, upcoming sessions and roster pulse

Sample data

The real dashboard: who needs you today, the daily coach brief with three named actions, upcoming sessions with pre-check-in status, and roster pulse.

Your roster

Every agent on one screen. Sorted by who needs you.

Each card shows energy, burnout and pace for the week, the agent's own words from their last check-in, their Sphere IQ, and the one next step the engine suggests. Filter to Needs you, Watch or On track, and open any agent in a click.

Roster cards with energy, burnout, week pace, Sphere IQ and a suggested next step for each agent

Sample data

Roster in 3D

See drift before it shows up in production.

Roster Sky puts every agent in space. Direction is their archetype, distance is days since their last check-in or session, and height is contacts against plan. The cyan ring is the due line. Anyone outside it, or sinking, gets a look first.

Trails show where each agent was two weeks ago
A ranked list beside it: who is drifting and the next step for each
Click to focus, drag to orbit, or flatten back to the roster

Roster Sky: agents placed by archetype, days since contact and pace against plan, with the due line

Sample data

Coaching sessions

Walk into every session already knowing what happened.

Every session follows the same five steps, and the app handles the paperwork around them.

1 · ScheduledBooked from your sessions view or the agent's page.

2 · Pre-check-inThe agent rates energy, motivation, confidence and stress, and adds a note.

3 · SessionYou coach. The brief is open beside you.

4 · Post-check-inThe same ratings after, so you see what moved.

5 · Wrap-upTopics, private notes, commitments and the next focus.

Pre-session brief

Built the morning of the session.

How the agent is showing up and how to approach them. This week's numbers, what happened since last time, four prioritized topics, the line to open with, the question about last session's commitments, a quick win to celebrate, what to avoid today, and a tip for their archetype.

Before and after ratings for every session, side by side
Their 30-day activity and wellness trends next to the brief
Their words going in and coming out, plus their rating of the session

A pre-session brief with how the agent is showing up, topics, an opening line, and before and after ratings

Sample data

Wrap-up

Commitments that track themselves.

Close the session with the topics you covered, private notes and up to three commitments. Commitments land on the agent's to-do list and are checked against what they actually log: kept, partial or missed. Your follow-up and next focus feed the next pre-session brief, so nothing starts from zero.

Session notes stay private to you
The agent sees the commitments, not your notes

Session wrap-up with topics, private notes, commitments scored kept or missed, and the next session focus

Sample data

Session history with attendance, ratings and lift from before to after

Sample data

Every session on record

Proof the coaching is working.

Attendance at a glance, completed and missed sessions, the agent's rating of each one, and the average lift from before to after. The numbers you need when an agent asks whether coaching is worth it, or when you ask yourself.

Inside every agent

Their check-ins, their plan, and notes only you can see.

Open any agent for their overview, profile, goal plan, check-ins, daily activity and every session. Everything they see, you see, plus a private layer that is yours alone.

An agent's weekly video check-in with sentiment, energy and burnout read, the AI coach note and a private internal note

Sample data

Weekly check-ins, with a read

Watch each three-minute video with its read on sentiment, energy, confidence, motivation and burnout. The AI coach note is what the agent sees. The internal note is only for you, and flags who needs a call.

Video messages to agents with suggestions for who needs one and who watched

Sample data

Video messages between sessions

Record a short message, send it to one agent or several, and see who watched. Suggestions at the top tell you who could use one today and what to say.

What you get

The preparation layer under your coaching

AI session prep

Before every call: where they are against plan, what's moved since last session, their current mood read, and three prioritised topics to open with. You stop spending the first ten minutes finding out what happened.

Client dashboards

A full read-only view of every agent you coach - plan, targets, actuals, sphere, check-ins, pulse history. Everything they see, you see.

Session tracking

Log every session with before-and-after pulse metrics, so you can show an agent - and yourself - whether the coaching is actually moving anything.

Notes & video messages

Send a note or a recorded message between sessions. It lands inside their AgentEdge, in context, next to the number you're talking about.

Two-tier activity targets

Every agent's plan splits appointment-driving conversations from relationship nurture, and only the first drives the appointment math. Most plans don't - which is why agents hit their touch count and miss the goal.

Measured conversion rates

The engine starts on industry defaults and says so. As your agents log, their real rates replace the assumptions - per agent, and pooled by archetype across the platform. That's the claim no franchise can make.

Getting started

We set it up with you, not at you

Rosters take a little configuring, so this isn't self-serve on purpose. Thirty minutes on a call and your first agents are running.

01

Book a 30-minute demo

We'll run the roster brief and session prep on real numbers - ideally one of your own agents' - so you can judge the output rather than a feature list.

02

We build your roster together

We onboard your agents personally and build their first plans with them on a call. No "watch this video and figure it out."

03

You run your sessions

With the daily brief and session prep in front of you. If after thirty days your sessions aren't better, cancel from inside the app.

Book a demo

Thirty minutes, on your numbers

Bring one real agent - anonymised is fine - and we'll build their plan live so you can see what the engine actually produces before you decide anything.

No slide deck, no discovery call before the demo
We onboard your agents personally if you go ahead
No annual contract, cancel from inside the app

Prefer email? info@agent-intel.io

Straight answers

The questions coaches actually ask

Is this trying to replace me?

No, and it would be a bad product if it were. The engine does arithmetic and preparation. It cannot hold an agent accountable, read a room, or tell someone a hard truth they've been avoiding. What it does is make sure that when you do those things, you're doing them against real numbers.

My agents won't log their activity.

Some won't - which is why the plan ramps instead of starting at the full number, and why logging is one tap or a scanned day sheet. But you don't need perfect adherence to calibrate. And if an agent genuinely won't log anything, you have a coaching problem software can't fix - the difference is you'll see it on day four instead of month four.

I already have a system and a spreadsheet.

Then you've done the hard part, which is caring about the ratios. The question is whose ratios they are. Ours start as industry defaults too. The difference is that after a couple of quarters they're your agents' measured rates, and a spreadsheet can't do that no matter how good it is.

What if I have more than ten agents?

The coach platform runs up to 15 agents, and larger rosters and brokerage-wide pricing are straightforward - bring your headcount to the demo and we'll quote it there.

Can I use my own methodology?

Yes. The conversion rates, work weeks and activity mix are all inputs. If your model says something different from the industry default, put your numbers in and the engine will build plans on yours - and then measure whether they hold.

Why isn't there a free trial?

Rosters need configuring and your agents deserve a real onboarding rather than an empty dashboard. Thirty minutes with us is faster than an afternoon of self-serve setup, and you'll know inside that call whether it's for you.