# Mentor Alliance Business Coach Kit
# Mentor Alliance Business Coach Kit – Platform Overview
## **Mentor Alliance Business Coach Kit – Platform Overview**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-25-133106.png)**
The **Mentor Alliance Business Coach Kit** gives business coaches a fully branded platform to run, structure, and manage their coaching operations. Coaches operate under their own name and visual identity, keeping themselves at the center of client relationships while delivering a consistent, guided coaching experience.
#### **Core Capabilities**
- **Custom-Branded Platform**: Deliver coaching under your own brand name, custom logo, and preferred setup while using BuildRunKit's underlying platform infrastructure.
- **Client & Journey Management**: Invite clients, build tailored action plans, assign structured business journeys, and monitor client progress step-by-step.
- **Flexible Content & Methods**: Use pre-built BuildRunKit business journeys and tools, or integrate your own proprietary coaching material, frameworks, and resources.
- **Unified Workspace Operations**: Handle all core coaching functions in one place:
- Manage client relationships and active communications.
- Assign plans, track progress, and organize client projects and tasks.
- Direct high-level business planning and strategy tools.
### **Onboarding Workflow & Deployment Paths**
#### **4-Step Onboarding Process**
1. **Apply**: Submit your handle, audience details, and coaching style (takes ~5 minutes).
2. **Setup Call**: A 20-minute walkthrough to configure your branded instance.
3. **Go Live**: Platform launches under your own brand with a unique referral link.
4. **Grow & Earn**: Share your link across social channels; clients sign up under your brand while you earn recurring revenue.
#### **Two Deployment Options**
- **Mentor Alliance (Run it as your own)**: Operate a branded consulting platform with free starter journeys and recurring referral revenue.
- **Co-Create (Help build the next version)**: Shape platform features directly around your specific coaching methodology with full access from day one.
#### **Pricing & Trial Structure**
- **Flat Client Rate**: $10 per month per active client, with no setup fees or hidden tiers.
- **100% Revenue Retention**: Coaches keep all earnings charged directly to clients for coaching services.
- **Free Trial**: First 10 client consultations are included at no charge.
# Mentor Alliance Business Coach Kit – Dashboard
## **Mentor Alliance Business Coach Kit – Dashboard**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-25-133343.png)**
The **Mentor Alliance Business Coach Dashboard** serves as the central operational hub for coaches to monitor client onboarding, manage custom plans, track white-label domain performance, and access administrative settings.
#### **Top Utility Navigation**
- **Notification Bell**: Red alert badge icon displaying active workspace alerts and platform updates.
- **Client Messaging Envelope**: Quick-access shortcut button to compose and send messages directly to clients.
- **Theme Toggle (Moon Icon)**: One-click visual control switch to toggle between Light Mode and Dark Mode display themes.
- **Settings Gear**: Instant menu access to update account preferences, profile details, and system configurations.
#### **Sidebar Navigation Bar**
- **Organization Profile**: Displays the active coaching brand name.
- **Dashboard**: Home view displaying key metrics, domain activity, and client progress overviews.
- **Clients Group**:
- **All Clients**: Directory of all linked and active coaching clients.
- **Assign Plan**: Interface for assigning custom coaching plans or business journeys to specific clients.
- **Activities**: Log of recent client actions, progress milestones, and platform engagements.
- **Invite Client**: Onboarding tool to send direct invitations or referral links to new clients.
- **Onboarding**: Management flow for guiding new clients through initial profile and business setup.
- **Content Group**:
- **Journeys**: Access and manage built-in and custom coaching frameworks.
- **My Plans**: Library of tailored coaching blueprints and action plans.
- **Billing Dashboard**: Direct link to client billing settings, active subscriptions, and invoicing data.
### **Dashboard Metrics & Operations**
#### **Top Summary Metric Cards**
- **Total Sign-ups**: Displays the total count of clients who registered using your white-label domain.
- **Total Clients**: Active and linked coaching clients currently managed within your workspace.
- **New Messages**: Unread client message notifications.
#### **Your White Label Domain**
- **Domain Input Block**: Displays your custom sub-domain URL alongside a one-click copy button for quick sharing across channels.
#### **Domain Activity Table**
Monitors real-time client acquisition and traffic metrics across your white-label URL:
- **Domain**: Active custom URL.
- **Clicks**: Total unique link visits.
- **Signups**: Total registrations recorded through the domain.
- **Sign-ins**: Total active client sign-ins logged.
- **Active Clients**: Current total of retained active clients.
#### **Latest Added Clients**
- **Client Overview Feed**: Displays a stream of recently registered or linked clients, with a **View All Clients →** quick navigation button to jump directly to the full directory.
# Mentor Alliance Business Coach Kit – Clients Roster
## **Mentor Alliance Business Coach Kit – Clients Roster**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-25-140223.png)**
The **Clients Roster** screen allows coaches to track, manage, and monitor all clients enrolled in their coaching program.
#### **Summary Metrics**
- **Total Clients**: Overview of all coaching clients in your database.
- **Active Clients**: Count of clients currently making active progress through assigned journeys.
- **Inactive Clients**: Count of clients with no recent logged progress or activity.
#### **Directory Controls & Registration Alerts**
- **Activation Alert Banner**: Highlighting new client registrations awaiting activation.
- **Search Clients**: Search field to locate specific clients by name or keyword.
- **Filter Options**: Dropdown filter to sort or filter records by display name or status.
### **Clients Table & Actions**
#### **Table Columns**
- **Client**: Name of the client.
- **Email**: Primary contact email address.
- **Phone**: Contact telephone number.
- **Status**: Current account status badge (*e.g., Pending Activation*).
- **Last Activity**: Timestamp of the client's most recent interaction on the platform.
- **Joined**: Registration date.
#### **Row Action Menu**
- **Activate Button**: Direct button to activate pending client accounts.
- **More Actions Menu (...)**:
- **Go to Workspace**: Access the client's dedicated workspace directly.
- **View Details**: Open full client profile and progress details.
- **Activate**: Change client account status to active.
- **Remove Client**: Remove or archive the client from your roster.
# Mentor Alliance Business Coach Kit – Assign Plan to Client
## **Mentor Alliance Business Coach Kit – Assign Plan to Client**
[](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-25-140519.png)
The **Assign Plan to Client** tool provides a guided step-by-step wizard to attach structured coaching plans and business journeys directly to a client's workspace.
#### **Step 1: Select Client**
- **Search Bar**: Quickly search and filter through enrolled clients by name or email.
- **Client Selection List**: Displays registered coaching clients alongside their account status badges (*Active* or *Inactive*).
- **Selection Action**: Select the intended client to highlight them and proceed to plan selection.
#### **Step 2: Select Plan**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-25-140601.png)**
- **Search Plans**: Search bar to locate specific coaching plans saved in your **My Plans** library.
- **Plan Library List**: Displays custom coaching plans and blueprints created within the platform.
- **Navigation Controls**:
- **Back Button**: Return to Step 1 to reselect or change the client.
- **Plan Selection**: Click on the desired plan card to advance to final review.
#### **Step 3: Review & Confirm**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-25-140632.png)**
- **Selected Client Summary**: Displays chosen client details, email address, and active account status.
- **Selected Plan Summary**: Displays the assigned plan title and description.
- **Assignment Operational Notice**: Explains that all journeys included in the package will be assigned to the client, with progress tracked from the start and full preservation of client data if reverted later.
- **Final Controls**:
- **Back Button**: Return to previous steps to make adjustments.
- **Confirm Assignment Button**: Finalize and activate the plan assignment for the client.
# Mentor Alliance Business Coach Kit – Client Activity
## **Mentor Alliance Business Coach Kit – Client Activity**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-25-151127.png)**
The **Client Activity** screen allows coaches to monitor client onboarding, track CRM leads, and keep tabs on active program progress across assigned coaching plans.
#### **Activity Category Tabs**
- **Active Customers**: Displays clients who are currently enrolled and tracking progress through an assigned coaching plan.
- **CRM Leads**: Tracks prospective clients and leads currently in the onboarding pipeline.
- **Customer**: Displays customer name and registered email address.
- **Assigned Plan**: The specific coaching plan or framework assigned to the client.
- **Overall Progress**: Visual progress bar accompanied by a percentage indicator showing completion level.
- **Last Status**: Status badge indicating active state or milestone completion status.
- **Go to Workspace**: Direct shortcut to open and inspect the client's dedicated workspace.
- **Revert Assignment**: Option to unassign or roll back the current coaching plan from the client's profile.
- **Assign Plan Modal**: Select a coaching client from the dropdown menu to assign a content plan.
- **Automatic Progress Tracking**: Assigning a plan initializes all included journeys directly on the client’s dashboard with initial progress tracking enabled.
- **Plan Details**: Define or update the mandatory **Plan Name** and **Description**.
- **Adding Content Items**:
- **Add Journey**: Append journeys directly into the plan sequence.
- **Add File Attachment**: Attach supplementary documents or resources.
- **Journey Library Side Panel**:
- Toggle between **My Journeys** and **Templates** tabs to find relevant content.
- Click **+ Add to Plan** on any card to include it in the active plan.
- Click the **Eye Icon** on any journey card in the library or item row to launch a quick preview popup.
- **Journey Quick Preview Modal**: Displays the journey’s full stage breakdown, stage descriptions, and total stage counts with an option to **Open Full Preview**.
- **Item Management**: Reorder items in the plan using the up/down arrows or remove them using the trash icon.
- **Plan Creator Canvas**: Set a **Plan Name** and **Description** on a fresh canvas.
- **Library & Attachment Options**: Open the **Journey Library** sidebar to browse through **My Journeys** or **Templates**, preview journeys via the eye icon, and attach required documents before clicking **Save Plan**.
- **Client Conversations Sidebar**:
- **Client Filter Dropdown**: Filter client list by account status (*e.g., Active*).
- **Search Bar**: Quickly locate specific client conversations by typing the client's name.
- **Client List**: Select active conversations with clients (*e.g., John Doe, Saúl Maldonado, Bernadette Ferreira, Saúl Maldonado Navarro, Test User New*). Shows client avatar initials and the status of the last message sent.
- **Chat Window & Workspace**:
- **Recipient Details**: Displays selected client's full name, profile initials, and primary email address.
- **Message History Pane**: Workspace displaying past thread messages or starting a new conversation.
- **Message Input Controls**: Text box to compose new messages paired with a **Send** button.
- **Coach & Organization**: Shows the coach's full name and company branding alongside their profile avatar.
- **Send Message**: Prominent button allowing clients to initiate a direct message thread immediately.
- **Coach Bio**: Displays a concise summary of the coach's background and core coaching approach.
- **Email Details**: Lists primary and alternative email addresses, complete with single-click copy buttons.
- **Phone Contact**: Displays primary and alternative contact numbers, paired with copy buttons.
- **Website**: Provides a direct external link to the coach's site with quick-copy functionality.
- **Office Location**: Displays the physical business or mailing address.
- **External Links**: Buttons offering direct access to the coach's external social media profiles.