Client Vault Pro · For consulting professionals
Your clients are scattering, drifting away in silence, and your guidance is losing its perceived value.
The solution
Structure your clients’ consulting journey and ensure none of them drift away in silence.
−47%
average customer retention
94%
learner completion
+45%
justified average rate
2 h
Qualiopi audit ready (vs 3 d)
All Solo features, plus 10 Pro modules
Pro = The Vault + The Journey.
You keep the 8 Solo modules (Vault, White-labeling, Unlimited storage…). And you add 10 management modules that transform every engagement into a premium, guided, and measurable experience.
01
The Visual Journey
Model your engagement from A to Z.
Onboarding, exploration phase, modules, certification. Each step has its resources, exercises, and deadlines. The client sees where they stand. You do too. No more improvisation, the scenario-based approach begins.
Prolonged retention from 3 to 11 months on average
02
The Engagement Journal
Identify disengagement before it happens.
Real-time engagement score. Logins, videos watched, quizzes completed, accumulated delays. You instantly see who is progressing and who is starting to ghost you at D+4.
100% visibility on cohort attendance
03
Automated Follow-ups
D-3, D-1, prolonged inactivity. The system follows up for you.
Firm dashboard: completion rate by file, blocking stages, average latency, at-risk clients (ghosts). Automatic assignment per staff member. You steer instead of just reacting.
Time saved: 6 to 8 hours / week
04
Native LMS Integration
Connects LearnDash, Fluent Community, TutorLMS, LearnPress and 6 others.
Train your clients without leaving the vault: hosted lessons (up to 500 MB), quizzes with feedback, automated timestamped and tracked certificates. For coaches, training organizations, and consultants: deliver blended learning without a $149/month Kajabi subscription.
Immediate savings · (Kajabi costs $149/month)
05
Validation Safeguards
5 methods to validate that a step has TRULY been completed.
Activate demo mode, choose a standard process (audit, onboarding, project), and share a presentation link. The prospect sees your offer in action, not on PowerPoint. +30% closing rate on consultative meetings.
Proof: Qualiopi audit: irrefutable chain of evidence
06
Gamification & Trophies
Visual badges to maintain motivation.
Welcome messages, document requests, follow-ups, validation, project completion, reporting. Every email your client receives is branded to your firm, not WordPress. Customizable in 2 clicks.
Client engagement boosted by +60%
07
The Studio (Trainer Dashboard)
Monitor the health of your cohort at a glance.
“Export” button. Structured timestamped PDF: all received documents, signatures, readings, validations, certificates. Compliant with AFNOR audit / Bureau Veritas / professional board audits / DDPP inspections / CNIL requests.
Pedagogical decision-making in real time
08
Advanced Export & Compliance
Your audit log generated in 30 seconds.
“Export” button. Structured timestamped PDF: time spent, validated quizzes, attendance sheets, evaluations. Compliant with AFNOR criteria and GDPR. You maintain control over all your data.
Qualiopi audits passed in 2 hours instead of 3 days
09
Replays & Calendar
Your Zoom live sessions and webinars centralized.
Calendar of masterclasses and reviews with direct links. Replays of group sessions saved in the student’s vault.
Proof: -63% of messages “Where is the Zoom link?”
10
1-1 & Group Discussions
Your exchanges isolated from WhatsApp noise.
Is the client stuck on an exercise? They comment on the step. You reply asynchronously. The history remains clean, professional, and context-bound.
Cohort mode included for group emulation
Professional practice
Three firms. Three management styles. Three measurable ROIs.
Accounting firm
Martineau Firm, 8 employees, 240 files
Modeled coaching path: Kick-off → Diagnostic → 6 sessions → Reviews. Fluid integration of their LearnDash courses. Implicit NPS tracked. NPS increased from 42 to 81 in one quarter.
Result: → NPS +39 pts · 2.4x renewal rate
TRAINING ORGANIZATION
Form-Action Center, 8 trainers, 50 sessions/year
Flagged training path: Agreement → Attendance sheet → Evaluation quiz → Certificate. Safeguards activated on each module. 7 Qualiopi criteria covered out-of-the-box.
Result: → Qualiopi audit validated in 2 hours (zero non-conformities)
Executive coach
Claire V., C-level coaching, 30 clients at 6000 €/engagement
12-week Transformation program. Progress photos uploaded every Sunday. Automated follow-up if a session is missed after 3 days. Gamification enabled. Her American clients now stay for 11 months instead of 3.
Result: → Retention increased from 3 to 11 months
Pro vs Solo vs DIY
DIY scatters. Solo organizes. Pro orchestrates.
If you are simply exchanging files, Solo is sufficient. If you sell a structured coaching program, Pro pays for itself with the very first client who renews their contract.
Solo · 199 €
The Vault
Secure exchange. White label.
- Vault + Request + Journal
- 5 min tokens · White label
- Unlimited storage
- Basic audit export
- ❌ No guided path
- ❌ No automated follow-ups
- ❌ No LMS
- ❌ No statistical reporting
Pro · 399 €
Vault + Path
Everything in Solo + complete mission management.
- ✅ Everything in Solo, plus:
- ✅ Guided path (steps + deadlines)
- ✅ Automated follow-ups D-3 / D-1 / H-4
- ✅ Studio (multi-collaborator dashboard)
- ✅ Native LMS integration (10 platforms) + native quizzes + timestamped certificates
- ✅ Sales demo mode
- ✅ Qualiopi export & advanced audit
- ✅ FluentCRM / Fluent Community widgets
Pro ROI: If you bill €100/h, automated reminders and reduced ghosting save you at least 6 hours per week.
Pro costs €297. ROI by the 4th day.
Pro for firms
They manage 10 to 240 learners/coachees with Pro.
Qualiopi audit in February. I exported the complete log in 30 seconds instead of 3 days of preparation. The auditor looked at me as if I had cheated. Pro paid for itself on this audit alone.
NPS went from 42 to 81 in one quarter. My C-level clients tell me they finally feel supported between sessions. The integrated LMS saves me the cost of Kajabi ($149/month).
My DSN filings used to be due on the 15th. Now they go out on the 10th. Automated reminders save me 6 Sundays per month. Pro paid for its license in the first month.
Studio allows me to see the firm’s 240 files at a glance. My 8 staff members each have their own view. No more forgotten files. No more missed deadlines.
The demo mode helped me win 3 corporate deals in 6 months. Before, I used to sell via PowerPoint. Now, the prospect sees the journey in action. +30% closing rate.
Compromis agreements signed in 4 days instead of 11 thanks to the automated Compromis journey. My 24 active mandates move forward without me pushing them. Pro ROI in 3 weeks.
For you, the professional who supports
Not just another tool. A client who doesn’t drop off.
Find your plan in one click.
Three use cases, three offers. No per-client billing, no commissions, no caps.
Launch price · Lifetime available for 12 months · valid for life + 3 years of updates
Vault + Coaching journey
Vault + Coaching journey, lifetime
For coaches with 10 to 100 students who manage their journeys, automate follow-ups, and delegate with confidence. Annual renewal, updates included.
For coaches who invest once to never renew again. Launch price valid for 12 months, lifetime license + 36 months of updates included.
- Unlimited students
- AES-256 encrypted private space + engagement audit
- Visual journey + personal progress statistics
- Live replays + event calendar
- Private (1-1) + group (cohort) discussions
- Group stats · cohort decision-making tool
- Automations + Journey Builder
- Webhook + REST API · compatible with existing LMS
- Co-coach / assistant delegation
- Hosted on your own WordPress in your country
- VIP Community
5 coaches equipped
5 coaches equipped, for life
For WP agencies equipping 2 to 5 client coaches on an annual license.
For agencies securing their budget: 5 sites equipped once and for all, with no renewals.
15 coaches equipped
15 coaches equipped, lifetime access
For WP agencies with 6 to 15 coaches equipped under an annual license.
The most cost-effective package: 15 sites locked for life, with 36 months of included updates.
50 equipped coaches
50 equipped coaches, lifetime
For the WP network equipping 16 to 50 coaches on an annual license.
The network that equips once and for all: 50 locked sites, 36 months of updates included.
All Agency licenses include Full Pro features. You may distribute the sites among the client domains you manage (1 site = 1 domain).
Prices shown are excluding tax
Launch pricing — the Lifetime offer is subject to change. Lifetime licenses purchased during this period are valid for life, including 36 months of free updates (then 129 €/year should you wish to continue receiving updates). The purchase is final once the order is confirmed.
Universal EUR/USD currency — secure payment via Stripe. French/EU VAT is automatically calculated for applicable countries. Accepted: Visa, Mastercard, Amex, Apple Pay, Google Pay, Stripe Payments
Managing 10+ clients in parallel? Take a look at Client Vault solo to centralize your communications and secure data with your clients.
YOUR DATA PROTECTED ON YOUR SIDE
Your vault. Your server. Your rules.
Client Vault installs on your WordPress, under your domain, in the country of your choice. No client data passes through a third-party editor. No telemetry, no remotely shutdown license. You buy, you own — like software, not like a subscription.
Pro FAQ
Real questions. Real PRO answers
Solo or Pro: how to choose?
Solo if you manage 1-5 active cases in parallel, without the need for automated reminders. Pro if you manage 10+ cases, or if you require professional modules: LMS, guided pathways, practice dashboard, Qualiopi export, timestamped step validation, or multi-collaborator access.
How is Client Vault Pro different from LMS solutions?
LMS platforms are designed to host and sell courses in bulk (self-service LMS). Client Vault Pro is designed to manage professional guidance throughout those courses.
If you sell coaching or certification training, here is what changes everything:
- A 100% centralized experience: Your clients no longer juggle between Teachable (videos), Drive (files), and WhatsApp (messages). Everything is gathered in one vault, on your own domain name.
- Genuine proof of engagement (Qualiopi ideal): Instead of a simple “video watched” checkbox, you can require real safeguards (submitting an assignment, passing a quiz, Zoom attendance) to unlock the next step. The export for your audit is generated in 1 click.
- The “Anti-Ghosting” system: The tool detects drops in engagement and automatically follows up with your inactive clients. You stop chasing deliverables.
- Data sovereignty (GDPR): Unlike American SaaS, your clients’ confidential data is encrypted and hosted on your server in the country of your choice.
(Note: If you are already using a WordPress LMS like Fluent Community, LearnDash, or TutorLMS, Client Vault does not replace it; it connects to it to add this entire layer of premium tracking!)
Can I show the inside of my portal to prospects without compromising client confidentiality?
Yes, that is the purpose of the “Demo Mode” included in the Pro version. With one click, you activate a demonstration environment that presents a typical workflow (onboarding, mission, exercises) using dummy data. This allows you to share your screen during a sales meeting or conference to demonstrate the value of your support and the rigor of your tracking, without ever risking the disclosure of private information from your actual clients.
Do I really own my client portal, or is it software rental?
You own it 100%. Unlike SaaS platforms that charge you a monthly “rent” and host your data on their own servers, Client Vault installs on your WordPress hosting. This means your files, workflows, and client databases belong to you. If you decide to change servers or stop updates, your portal continues to function normally. You build your own digital assets instead of depending on a third-party subscription.
Is it compatible with FluentCRM, FluentForms, and automation solutions (Zapier / N8n)?
Yes. Native drag & drop widgets: trigger a FluentCRM email at the end of a step, generate a FluentForm to collect information, or open a FluentSupport ticket when a client is stuck. Also compatible with WP Fusion, AutomatorWP, and Uncanny Automator for custom workflows.
Is there a limit to the number of clients, journeys, or files I can manage?
No, there are no software-side limits. Since Client Vault is installed directly on your own WordPress hosting, you are only limited by your host’s storage capacity (OVH, o2switch, Infomaniak, etc.). Unlike standard platforms that charge you per user tier or take a commission, your Pro license allows you to manage 10 or 500 clients without ever paying a single extra fee.
Do I need to be a technical expert to create and automate a journey?
Not at all. The initial installation on your WordPress takes 3 minutes. Afterward, the “Standard Journey Builder” allows you to model your service delivery visually. You configure your template once (e.g., “6-Month Executive Coaching” or “12-Week Training”) with your steps, resources, and safeguards. Then, you simply duplicate it with one click for all your future clients. You will never have to rewrite the same action plan again.
I manage my appointments with Calendly and I already have an emailing tool; is it compatible?
Yes, Client Vault is designed to integrate into your ecosystem, not to lock you in. The step validation system natively integrates scheduling via tools like Calendly, Cal.com, and Fluent Booking (the step only unlocks once the client has booked their appointment). You also have the option to use the internal calendar.
Can I upgrade from Solo to Pro at any time?
You cannot upgrade from Solo → Pro. You will need to purchase a PRO license if you already have Solo.
Refund policy?
Purchase by mistake: our common sense policy. If you purchased Client Vault by mistake, contact us: we will refund you within 72 hours, no questions asked. The only condition? That the plugin has not been used yet. This is a fair approach that protects our work while guaranteeing you total peace of mind.