“We needed a platform that could help us maintain the intimacy of our coaching model while scaling our reach. Optify delivered.” —Victor Cora Nazario, COO of SOAR Community Network
Challenge
SOAR is a leadership and organizational development firm dedicated to building people strategies to align leaders to the organizational mission and develop high-performing teams in the education, private and public sectors. As demand for SOAR’s coaching services increased, the organization faced challenges scaling its impact while maintaining the personal, high-touch experience that defines its coaching model. SOAR needed a solution that could help streamline coaching operations, improve client and coach engagement, and provide clear visibility into outcomes—all without adding administrative burden.
Solution
Optify provided SOAR with a comprehensive coaching enablement platform designed to meet the needs of coaching providers at scale. The platform centralized coaching operations, simplified scheduling and communication, and gave both clients and coaches an intuitive workspace to support engagement and accountability.
By integrating Optify into its coaching practice, SOAR was able to:
- Track and visualize the progress of coaching engagements.
- Provide structured yet flexible development tools for clients.
- Maintain consistency across coaching engagements while allowing for personalized support.
- Scale its capacity to serve more clients with the same team.
The ability to customize the platform’s features to match SOAR’s unique coaching approach allowed for a seamless integration into existing workflows.
“The customization options were key; we could tailor the platform to our coaching style instead of changing our process to fit the tool.” —Victor Cora Nazario, COO of SOAR Community Network
Impact
The implementation of Optify’s platform enabled SOAR to expand its reach and deepen its impact with key partners. With improved visibility into coaching engagements, SOAR could better communicate progress and outcomes to clients—a critical factor for funders and district leaders alike.
Additionally, the platform empowered SOAR’s coaches by reducing friction in their day-to-day workflows and increasing their focus on delivering high-impact coaching. As a result, SOAR was able to take on larger contracts, strengthen client relationships, and demonstrate measurable results more effectively.
Key results through the partnership included:
Increased coaching capacity without increasing administrative workload.
Improved coach and client engagement through a centralized, easy-to-use platform.
Enhanced reporting and progress tracking for funders and stakeholders.
Strengthened ability to deliver scalable, consistent, and personalized coaching experiences.
With Optify as a long-term strategic partner, SOAR is well-positioned to continue scaling its equity-centered leadership development work while maintaining the personalized coaching experience that drives real change.
“Optify helped us connect the dots between coaching sessions, so our clients feel supported and funders see the impact. The platform gave us the infrastructure to grow while staying true to who we are as a coaching provider.” —Victor Cora Nazario, COO of SOAR Community Network
