The client-facing data room for executive coaches & 1:1 advisors.
Executive coaches, fractional CXOs, strategy consultants, and high-ticket advisors use Peony to deliver branded coaching proposals, intake forms, protocols, and engagement agreements — under their own domain, with no login required for clients. Built for performance coaches, leadership coaches, fractional executives, management advisors, and high-ticket 1:1 advisory practices running 1:1 engagements. All at $40/admin/month — 99% less than Datasite.Set up in under 5 minutes. Start with a free trial.
24/7 dedicated support for premium 1:1 client engagements
Premium executive coaching demands a premium client surface
When you charge $30K to $200K for 1:1 coaching or fractional executive work, every client touch — proposal, intake, protocol, engagement letter — is part of the product. A generic share link, a Google Drive folder, or a third-party SaaS subdomain quietly erodes the price tag the moment a client clicks.
Coaching client polish gap
Generic share links from app.docsend.com or drive.google.com erode the $50K to $200K coaching engagement price tag. The first impression of your 1:1 advisory brand should not be someone else's.
Permission chaos across concurrent 1:1 clients
Managing 10 concurrent 1:1 coaching clients from one Google Drive becomes a permissions liability fast. One wrong share setting and Client A sees Client B's proprietary coaching protocol.
Login friction kills executive coaching first impressions
Asking a CEO to create a new account just to read your coaching proposal is the first strike against you. Time-poor executives do not sign up for tools — they expect things to open in their browser.
No audit trail for coaching IP protection
Your proprietary coaching methodology — the framework you spent years building — gets shared across 20 clients via Drive links with no way to track leaks, no watermarks, and no ability to revoke access cleanly.
Built for how executive coaches & fractional CXOs actually deliver
Legacy data rooms were built for $25M institutional finance teams, not for solo coaches running 12 concurrent 1:1 engagements. DocSend, Dropbox, and Google Drive were built for file sharing, not for premium client experiences. Peony gives executive coaches and 1:1 advisory practices a true branded client portal — custom domain, no-login signing, dynamic watermarks, per-client isolation — at $40/admin/month.
Every executive coaching interaction loads under your own brand
When a Fortune 500 talent leader clicks the link to your $150K corporate coaching program proposal, the page should load at coach.mybrand.com — with your logo, your color palette, and your welcome message. Not at app.peony.ink. Peony's Business plan delivers a fully white-labeled client surface so the premium 1:1 advisory experience starts the moment they click.
Custom domain for coaches (Business tier)
Serve every coaching client room from coach.mybrand.com instead of a third-party subdomain. DNS verification takes a few minutes. Custom domain is a Business-plan feature only — the foundation of a credible high-ticket advisory client surface.
Custom logo, colors, welcome message
Upload your coaching firm's logo, set your brand color palette, write a custom welcome message that greets each client by name, and remove all Peony branding from the client view. All Business-tier features — see /features/branding.
Personalized links per coaching client
Each 1:1 client gets a unique link tied to their identity, so page-level analytics and watermarks both attribute to the right person. See /features/personalised-links.
Your coaching clients view, fill, and sign in their browser — no account needed
Asking a CEO or a Series C founder to create a login just to read your coaching proposal is the first strike against you. With Peony, every executive client opens your branded room directly in their browser, fills out the intake, signs the engagement agreement, and downloads the protocol — without ever creating an account. Frictionless onboarding for time-poor leaders.
No-account browser viewing for executive clients
Coaching clients open your data room via personalized link — no signup, no password reset email, no friction. Works on desktop and mobile, no app install required.
In-browser e-signatures for coaching agreements
Engagement letters, NDAs, and intake forms are signed directly in the browser using built-in e-signatures — no separate DocuSign subscription, no PDF round-trip.
NDA gating before access
Gate access to your proprietary coaching methodology behind a signed NDA — clients sign in-browser before seeing the protocol. Built into the data room flow, no second tool. See /features/nda.
Run 12 concurrent 1:1 coaching engagements, keep every client isolated
A separate room per coaching client — dedicated intake responses, custom protocols, session notes, and deliverables — with permissions scoped to that one engagement. No cross-contamination, no Client A accidentally seeing Client B's coaching IP. Use visitor groups inside a single room to give a corporate sponsor the executive summary while the coachee gets full access to session notes.
Visitor groups per coaching client
Group viewers by role — coachee, corporate sponsor, HR partner, executive assistant — and grant each group only the documents they should see. See /features/visitor-groups.
Unlimited concurrent 1:1 rooms
Spin up a new branded data room for every new coaching engagement — no per-room or per-client surcharge. Run 12, 20, or 50 concurrent client rooms on a single Business plan. See /features/datarooms.
Revoke access in one click when an engagement closes
When a 1:1 engagement closes, revoke all client access instantly with /features/revoke-access and link-expiry. Audit trail preserved.
Protect your coaching IP — without breaking the premium feel
Your IP — the coaching framework, the diagnostic tools, the protocols — is what justifies the $90K price tag. Peony's dynamic watermarks, screenshot protection, NDA gating, and 2FA give 1:1 advisory practices institutional-grade IP protection without making the client view feel like a bank vault. Watermarks are sized and positioned to be legible without overpowering your branded coaching materials.
Dynamic watermarks for coaching deliverables
Per-viewer watermarks display client identity and timestamp on every page — sized and positioned to be legible without overpowering your branded coaching protocols. See /features/watermarks.
Screenshot protection for coaching IP
Block screen captures of your proprietary coaching methodology and protocol documents (Business tier). See /features/screenshot-protection.
Two-factor authentication
Add 2FA for the most sensitive client rooms — corporate coaching programs, executive coaching for public-company CEOs, fractional CXO engagements with regulated industries. See /features/2fa.
Every piece of premium 1:1 coaching work, protected
Your client work — coaching proposals, intake forms, protocols, session notes, engagement agreements — represents your IP and your client's confidence. Peony protects both at every layer for executive coaches and 1:1 advisory practices.
Screenshot protection
Block screen captures of proprietary coaching frameworks, diagnostic tools, and client deliverables. Available on the Business plan.
Dynamic watermarks
Trace any leaked document back to the specific coaching client viewer with watermarks showing identity and timestamp on every page.
NDA-gated access
Require coaching clients, sponsors, and stakeholders to sign an NDA before accessing your proprietary methodology. Fully integrated e-signatures included.
Instant access revocation
When a 1:1 engagement closes or a client offboards, revoke every link in one click. No loose ends, no orphaned Drive-folder shares.
Enterprise encryption
AES-256 encryption at rest and TLS 1.3 in transit. SOC 2-ready, GDPR, CCPA, and HIPAA compliant infrastructure — more than your coaching clients' own IT teams use.
Two-factor authentication
Add 2FA for the most sensitive 1:1 advisory engagements — public-company CEOs, fractional CXO clients, regulated industries.
Page-level analytics
See which sections of your $150K corporate coaching proposal the CHRO read three times. Prioritize follow-ups based on real engagement, not guesswork.
Personalized links
Each coaching client gets a unique link tied to their identity, so analytics and watermarks attribute correctly. No shared accounts, no version confusion.
Leak protection
Combine watermarks, screenshot protection, and granular permissions to keep your coaching IP exactly where it belongs — in the hands of the client who paid for it.
$40/admin/month for executive coaches & 1:1 advisors
The Business plan executive coaches and fractional CXOs use is $40/admin/month, or $480/year per admin. That includes custom domain, custom branding, dynamic watermarks, screenshot protection, page-level analytics, NDA gating, e-signatures, visitor groups, and unlimited data rooms — everything you need to deliver high-ticket 1:1 work at premium polish.
Peony Business
$40/admin/mo
$480/year per admin. Custom domain, branding, watermarks, screenshot protection, analytics, NDA gating, e-signatures, visitor groups, unlimited rooms.
Datasite
$60,000+/year
Built for $25M+ institutional finance teams. Same security stack as Peony, but with a sales call, multi-week onboarding, and enterprise procurement. Overkill for solo coaches and 1:1 advisory practices.
DocSend Advanced
~$45/user/mo
Pitch deck sharing tool. No true data rooms, no NDA workflow, no in-browser e-signatures, no custom domain on standard plans. Built for one-way decks, not full coaching client delivery.
For a solo executive coach sending 3-4 client deliverables a month, Peony Business at $480/year is the same security and branding stack that institutional finance teams pay $60,000+ per year for — just sized for the way solo coaches and fractional executives actually work.
"I tested a few platforms today, and Peony stood out immediately. What I wanted was a fully branded, low-friction document experience under my own domain that still felt premium and controlled on the client side. Peony was the first one that actually gave me that cleanly. I run a high-ticket advisory business, so things like custom domain, elegant watermarking, grouped permissions, easy browser access, and no-login signing matter a lot. I also care a lot about the client-facing field feeling contained and polished, and Peony does that much better than the alternatives I tried."
Helena Bianchi
Vitality Systems Architect, Bianchi Vitality
Anthony Gale
Founder & CEO, PromoLens
Not often I make recommendations, but I started using Peony to share presentations etc with external people. It works so well & makes us look really organized. We looked at DocSend etc. but the cost & clunkiness just put us off.
Peony vs. the tools coaches & 1:1 advisors usually cobble together
Most executive coaches and fractional CXOs stitch together DocSend plus DocuSign plus Google Drive plus a Calendly intake. Peony replaces all of it with one branded client portal at $40/admin/month — the same security stack institutional finance teams pay $60,000+/year for.
| Feature | Peony | DocSend | Dropbox | Google Drive | PandaDoc | Notion |
|---|---|---|---|---|---|---|
| Starting price (per coach/admin) | $40/admin/mo | ~$45/user/mo | ~$15/user/mo | Free–$12/user/mo | $19–$49/user/mo | $10–$20/user/mo |
| Custom domain (your-coaching-brand.com) | Included (Business) | Enterprise only | Not included | Not included | Not included | Add-on |
| Custom branding (logo, colors, welcome) | Included (Business) | Limited | Not included | Not included | Limited | Limited |
| No-login client viewing | Yes | Yes | Login required | Login required | Yes | Login required |
| Built-in e-signatures | Included | Not included | Separate Dropbox Sign | Not included | Included | Not included |
| NDA gating before access | Included | Email-gate only | Not included | Not included | Not included | Not included |
| Dynamic watermarks | Included (Business) | Static only | Not included | Not included | Not included | Not included |
| Screenshot protection | Included (Business) | Not included | Not included | Not included | Not included | Not included |
| Page-level analytics | Included | Included | Not included | Not included | Limited | Not included |
| Per-client visitor groups | Included | Not included | Folder-only | Folder-only | Not included | Not included |
| Unlimited data rooms | Included | Not applicable | Not applicable | Not applicable | Not applicable | Not applicable |
| Setup time | Under 5 minutes | 10+ minutes | 5 minutes | 5 minutes | 15+ minutes | 30+ minutes |
| Ease of use (public rating) | 9.5/10 | 8.5/10 | 8.7/10 | 8.8/10 | 8.4/10 | 8.2/10 |
| Average user satisfaction | 9.7/10 | 8.0/10 | 7.8/10 | 7.5/10 | 8.1/10 | 7.9/10 |
3,400+
teams on Peony
$4.5B+
in client assets
4m 19s
median setup time
99.96%
uptime since Aug 2025
Frequently asked questions from coaches & 1:1 advisors
I run an executive coaching practice and I want every client deliverable to come from my own domain — can Peony serve data rooms under coach.mybrand.com?
Yes. Peony's Business plan at $40/admin/month includes a fully white-labeled custom domain, so every coaching proposal, intake form, protocol document, and engagement agreement you send loads at coach.mybrand.com — not at app.peony.ink. For a $30K to $200K 1:1 advisory engagement, the moment a client clicks your link and lands on a generic third-party SaaS subdomain, your premium positioning takes a quiet hit. With Peony's custom domain (Business tier only — Free and Pro use shared subdomains), the entire client-facing surface stays inside your brand. Pair it with a custom logo, custom welcome message, and removed Peony branding (also Business tier), and your data room reads as native to your coaching firm. See the full setup at /features/custom-domain and /features/branding.
Do my executive coaching clients actually need to create a Peony account to view a proposal or sign an engagement letter?
No — and for high-ticket advisory this matters more than most platforms admit. Asking a Fortune 500 CEO or a Series C founder to create yet another login to read your $90K coaching proposal is the first strike against you. With Peony, recipients open your data room directly in their browser via a personalized link, no signup required. They can read every document, fill out an intake form, and sign your engagement agreement in-browser through Peony's e-signatures (see /features/esignatures), all without ever creating an account. For an executive coach or fractional CXO delivering 1:1 work to time-poor leaders, removing that friction is the difference between 'I'll get to it tonight' and 'signed within the hour.' You stay on Business at $40/admin/month and your client gets a frictionless premium experience.
I'm a leadership coach running 12 concurrent 1:1 engagements at $50K-$120K each — can I keep each coaching client's room completely isolated, with their own materials and permissions?
Yes, this is exactly what Peony's data rooms (/features/datarooms) and visitor groups (/features/visitor-groups) are built for. Each coaching client gets their own dedicated room — their intake responses, custom protocol, session notes, and deliverables — with permissions scoped to that one engagement. You can run 12 concurrent rooms on a single Business plan at $40/admin/month with no per-room or per-client fees, and each client only ever sees their own materials. If a client refers another executive into your 1:1 advisory practice, you spin up a new room in under 5 minutes (Peony's median setup is 4 minutes 19 seconds across all customers). Visitor groups let you stage permissions inside a room too — for example, a corporate sponsor sees the executive summary but only the coachee sees the full session notes.
I obsess over visual polish in my executive coaching deliverables — will Peony's watermarks make my branded protocols look ugly or amateurish?
Peony's watermarks (/features/watermarks) are dynamic — they show viewer identity and timestamp, sized and positioned to be legible without overpowering the document. You control opacity and placement, so a watermarked client protocol still reads as a premium 1:1 advisory deliverable, not a leaked draft. For high-ticket coaches and 1:1 advisory practices that design their own typographic, color-coordinated client materials (the kind that justify a $90K price tag), this matters. Watermarks are available on the Business plan at $40/admin/month, alongside screenshot protection (/features/screenshot-protection) which blocks viewers from grabbing a copy of your proprietary coaching methodology with a screen recording. The combination — elegant watermark plus screenshot block — gives you IP protection without a visible 'CONFIDENTIAL' banner stamped diagonally across every page.
Can I send an intake form, a custom coaching protocol, and an NDA together as one branded onboarding experience for a new $60K coaching client?
Yes. Build one data room per new 1:1 coaching engagement and drop in everything the client needs: your intake questionnaire, the protocol document tailored to their goals, the engagement agreement, and any pre-work materials. Gate the room behind your NDA using Peony's NDA workflow (/features/nda) — the client signs in-browser before seeing anything. They sign your engagement agreement using built-in e-signatures (/features/esignatures), no DocuSign subscription needed. The whole experience loads under your custom domain (Business plan, $40/admin/month) with your logo, your colors, and your welcome message. Compare this to a Google Drive folder with a shared link plus a separate DocuSign envelope plus a Calendly intake form — that fragmentation reads as 'this coach cobbled together free tools.' Peony reads as 'this advisor runs a real 1:1 practice.'
I'm sending a $150K executive coaching program proposal to a Fortune 500 talent leader — does Peony actually project the level of polish that justifies that price?
This is exactly the use case Peony is built for. A $150K corporate coaching program proposal arriving as a Dropbox link or a generic email PDF lands very differently than the same proposal hosted at coach.mybrand.com with your logo, your color palette, dynamic per-viewer watermarks, page-level analytics so you know which sections the procurement team actually read, and a frictionless no-login viewer for everyone in the buying committee. Business plan at $40/admin/month unlocks all of this. Page-level analytics (/features/page-analytics) are particularly powerful in corporate coaching sales — when you see the CHRO returned to the ROI section three times, you know what to lead with on the next call. For context: Datasite, the platform Fortune 500 finance teams use, charges $60,000+/year for a comparable security and branding stack. Peony delivers it for $480/year per admin — a 99% cost reduction with the same client-facing polish.
I'm a fractional CTO with 5 concurrent executive clients across different industries — how do I keep their materials, dashboards, and IP completely separated so nothing ever crosses?
Create one data room per fractional executive client — five rooms total. Each room contains only that client's strategy docs, architecture reviews, board prep materials, and team artifacts. Peony enforces workspace-level separation: a teammate or external collaborator added to Client A's room cannot see Client B's room exists. Use visitor groups (/features/visitor-groups) inside each room to give the CEO full access while limiting their direct report to engineering docs only. If a fractional engagement ends, revoke access in one click using /features/revoke-access — every link to that room is dead instantly, with full audit trail of who saw what during the engagement. All five concurrent rooms run on a single Business plan at $40/admin/month — no per-room or per-client surcharges, unlike legacy platforms that charge $5,000-$25,000 per project.
I'm a solo strategy consultant and leadership coach, not a firm with an IT team — is Peony overkill for someone who only sends 3-4 client deliverables per month?
No, and the pricing reflects that. Peony Business at $40/admin/month is one admin seat — you, the solo 1:1 advisory practice. There's no minimum seat count, no implementation fee, no annual contract requirement, and no IT integration to set up. Median time from signup to first uploaded document across all Peony customers is 4 minutes 19 seconds. You don't need a sales call to start. Compare this to enterprise platforms like Ideals or Datasite, which require 30+ minute onboarding calls and start at $25,000+ per project — those platforms are sized for institutional finance teams running 10+ concurrent transactions, not for a solo coach or fractional executive sending three branded proposals a month. Peony scales down cleanly: spin up a room in 5 minutes, send the link, archive it when the engagement closes. You get the same custom domain, watermarks, and analytics as a $5B fund pays for, just at a price that makes sense for one person.
Why not just use DocSend or a Google Drive folder for executive coaching client work? I've sent 50 proposals through DocSend and they convert fine.
DocSend works for one-way pitch decks but breaks down the moment a $50K+ 1:1 advisory engagement starts: it has no folder structure for grouping intake forms with coaching protocols with NDAs, no built-in e-signatures, no custom domain on the standard plan, and no NDA gating workflow. Google Drive has none of the above plus a clunky preview, no watermarks, no per-page analytics, and a 'Request Access' wall that kills the executive client experience. Peony Business at $40/admin/month gives you the structured data room (/features/datarooms) to bundle full client onboarding into one branded experience, plus dynamic watermarks (/features/watermarks), no-login signing (/features/esignatures), custom domain (/features/custom-domain), and page-level analytics (/features/page-analytics). DocSend Advanced runs ~$45/user/month and still doesn't include custom domain or true data rooms — for the same money, Peony gives you the full client portal for high-ticket coaching and fractional executive work.
My first $30K coaching engagement starts next week and I want a branded client room live before the kickoff call — how fast can I realistically get this set up?
You can have a fully branded, custom-domain client room live in under an hour, and a basic version live in under 10 minutes. Sign up at app.peony.ink, upload your logo, configure your custom domain (Business plan, $40/admin/month — DNS verification takes a few minutes), drop in your intake form template, your standard coaching protocol doc, and your engagement agreement template, then publish. The median Peony customer hits their first uploaded document in 4 minutes 19 seconds. For your first 1:1 engagement specifically: build one data room (/features/datarooms), set the welcome message to greet the executive client by name, gate it behind your NDA (/features/nda), enable watermarks (/features/watermarks), and send the personalized link. The client opens it in their browser, signs in-browser via /features/esignatures, and you're working together before the kickoff call ends. Platform uptime since August 2025 is 99.96%, so you won't be the coach whose tooling breaks during a $30K kickoff.
Deliver your next $50K coaching engagement on a client portal worth the price tag.
Join executive coaches, fractional CXOs, and high-ticket 1:1 advisors using Peony to deliver branded client experiences — proposals, intake forms, coaching protocols, and engagement agreements under their own domain at $40/admin/month.
24/7 dedicated support for premium 1:1 client engagements
How Executive Coaches & 1:1 Advisory Practices Use Peony — Communication Style
Q: What does the "client-facing data room" positioning mean for executive coaches and fractional CXOs specifically?
A: It means every coaching proposal, intake form, protocol, and engagement agreement loads under your own custom domain (e.g. coach.mybrand.com) with your logo, your colors, and your welcome message. Your executive client opens the link in their browser without creating an account, signs the engagement agreement in-browser, and receives all deliverables through one branded room. For a $30K-$200K 1:1 advisory engagement, this turns the entire client experience into part of the product instead of a third-party SaaS subdomain that erodes the price tag. Available on Peony Business at $40/admin/month.