How executive coaching firm manages 1000+ coaches & clients globally
TurnKey Coaching Solutions, along with its AI platform PeopleTransformation.ai, faced inefficiencies due to scattered tools. With Stackby, they centralized operations, streamlined project workflows, and scaled their services with greater clarity and control.
What did People Transformation achieve with Stackby
+35%
Increase in team efficiency
1000+
Coach Network Managed
30,000+
Students Managed
Challenges
TurnKey relied on multiple disconnected tools like Basecamp, Airtable, Clinked, and Hubspot, for project and client management, leading to duplicate work, miscommunication, and limited scalability across teams and partners.
Solution
Stackby became their all-in-one workspace bringing projects, client data, and communications into one place with real-time dashboards, shared views, and automation-ready templates while setting the foundation for future AI integration.
Results
TurnKey significantly improved their team efficiency, eliminated tool fatigue, and reduced manual tasks for both staff and their 1,000+ coach network. Stackby now powers their growing operations and AI-driven platform with flexible, scalable workflows.
What does Turnkey Coaching/People Transformation do?
TurnKey Coaching & Development Solutions is a global enterprise that specializes in leadership development and executive coaching. Together with PeopleTransformation.ai, their AI-enabled change management platform, the company provides data-driven solutions for aligning people with strategies to drive business transformations.
Despite their expansive network of over 1,000 coaches and global operations, they previously relied on a scattered mix of tools that slowed their ability to deliver seamless services.
Problem: Fragmented tools
TurnKey Coaching Solutions were facing significant operational inefficiencies:
- Fragmented Tools: Their data and projects were spread across spreadsheets, Basecamp, Airtable, Clinked, Coach Accountable, Hubspot, and Google Drive. Managing client programs required excessive manual syncing and duplicate data entry.
- No Centralization: Without a unified system, tracking contracts, program details, and assignments was a pain. Client-facing dashboards were clunky and unpopular, making the user experience even more complicated.
- High Operational Risk: Using multiple tools increased the risk of errors and reduced overall productivity. Switching between tools caused delays and made it hard to deliver streamlined services.
These challenges were preventing TurnKey from scaling their operations effectively, despite continuing to meet their high service standards.
Stackby is our project execution HQ. It’s like a spreadsheet, but smarter, more powerful, and purpose-built for getting things done. The private sharing links alone saved us from needing client portals altogether. It’s rare to find a platform that’s flexible, affordable, and still robust enough to power both our coaching firm and our AI-enabled change-management platform. Stackby nailed it!
Anisa Aven
– Founder & CEO, TurnKey Coaching Solutions & Co-Founder & CSO, PeopleTransformation.ai
Solution: Centralized operations, custom solutions
To tackle these issues, TurnKey Coaching Solutions implemented Stackby, leveraging its versatility, centralization, and customization capabilities. Here's how they utilized the platform:
Project Execution Dashboards
TurnKey created real-time dashboards to track coaching contracts, program details, and facilitator assignments. This centralized system enabled instant visibility into their operations, and made tracking and management much more efficient.
Client-Facing Dashboards
Using Stackby's private link sharing feature, TurnKey created branded, link-protected dashboards for their clients. These dashboards showed only the relevant data to the clients, and eliminated the need for additional client portals or complex logins.
Data Collection Through Forms
TurnKey implemented Stackby’s forms feature to collect data directly from external coaches. This reduced duplicate data entry for their internal team, saved their time and ensured accuracy.
Customized Filtering
Stackby’s advanced filtering options allowed dashboards to be filtered on the basis of client, coach, or status, and provided clean actionable views tailored to both internal and client-specific needs.
Future Integration with AI
Stackby is being prepared to serve as the structured data repository for PeopleTransformation.ai’s AI backend. This integration will offer seamless coaching input tracking and behavioral nudge triggers, further optimizing AI-driven service delivery.
Results: Efficiency, Control & Flexibility
The implementation of Stackby resulted in transformational outcomes:
- Efficiency:
- Removal of duplicate data entry; resulting in considerable efficiency of operations.
- Communications became more focused, resulting in the reduced internal workflow chaos.
- The fragmented tech stack became consolidated, reducing tool fatigue.
- Control:
- Secure private sharing links allowed clients to access only their relevant data, avoiding unnecessary complexity and login hurdles.
- Flexibility:
- Stackby offered spreadsheets simplicity with the robust functionality of relational databases, along with add-ons like filters and automation.
- Cost-Effectiveness:
- TurnKey gained enterprise-grade features at a fraction of the cost of traditional systems, making Stackby their high-value investment.
- Trust and Support:
- The dedicated support from Stackby’s founder, Rachit Khator, and his team ensured a seamless transition and ongoing satisfaction.
Impact on their Operations
Internally, the 30-person TurnKey team is now handling their operations with greater accuracy and fewer manual tasks, while a network of over 1,000 external coaches enjoy the convenience of simple-to-use data collection forms. Importantly, Stackby supports both internal workflows and external contractor use cases, showcasing its wide-reaching impact.
By adopting Stackby, TurnKey Coaching Solutions transformed its operational landscape, providing more efficiency, improved client experiences, and growth opportunities on a larger scale. The integration also sets the stage for their AI-powered future with PeopleTransformation.ai.
This partnership underscores the power of customizable, user-friendly tools like Stackby to solve complex challenges without breaking the bank or replacing current systems. If you're in business coaching or management consulting, Try Stackby for free today.
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