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Programs, sessions, goals, notes, resources, homework, recaps – the workspace your clients log into.
Clients
Profiles, sessions, and history — organized, not scattered across tools.
Maya Chen
Build a sustainable consulting practice
Next session
Past
Renewal
Feb 28, 1970
Last session: Mapped the first three offers and picked a niche to lead with. Maya's drafting outreach to two warm leads before Thursday.
Daniel Osei
Find a role that fits my values
Next session
Not scheduled
Renewal
No end date
Last session: Clarified the values that matter most in his next role and named two industries to explore.
Goals & homework
Set shared goals, assign homework, and capture notes that stay in context.
Outline this week's client offer
After my Monday standup → outline this week's offer
Reach out to two warm leads
Sent both — one already booked a call for Thursday!
Block 30 minutes for focused writing
Messaging
Private, secure messaging so momentum doesn't stall.
Sofia Reyes
Coach
Sent outreach to both warm leads this morning — one already wants to talk pricing 😅
That's huge, Maya! See — the niche you picked is already pulling the right people in.
Should I send them the three-offer outline before our call, or wait and walk through it live?
Let's walk it through live Thursday — bring the numbers and we'll price it together.