The coaching loop
Prepare → Session → Insights → Accountability
Every coaching engagement follows a cycle. We've built the platform around it.
Prepare
AI-generated session briefs with client history, engagement trends, and suggested focus areas.
Session
Structured workspace for live note-taking with real-time tagging, themes, and AI-assisted summaries.
Insights
Post-session AI analysis: pattern detection, engagement scoring, risk flags, and progress over time.
Accountability
Client portal with action items, session summaries, next steps, and shared resources to maintain momentum.
Session Workspace
Where coaching happens
A purpose-built workspace for coaching sessions — not a repurposed note-taking app. Structure your thinking, capture insights in real-time, and let AI handle the pattern recognition.
Smart Tagging
AI automatically tags themes, emotions, and topics as you write.
Session Timeline
Every session in chronological order with searchable history and cross-references.
AI Summaries
Automatic session summaries that capture key decisions, breakthroughs, and next steps.
AI Summary
Session focused on delegation challenges. Client showed strong self-awareness around control patterns. Agreed to delegate one project decision this week.
Engagement Scoring
Measure what matters
Stop guessing about client engagement. Our scoring system synthesizes session frequency, participation depth, action item completion, and sentiment trajectory into a clear, actionable number.
Composite Scoring
Multi-factor engagement score updated after every interaction.
Risk Alerts
Automatic notifications when a client's engagement drops below threshold.
Momentum Tracking
Visualize engagement trends over weeks and months for every client.
CLIENT ENGAGEMENT DASHBOARD
Average Score
76
↑ 5 from last month
At-Risk Clients
2
Review recommended
Analytics & Revenue
Your practice at a glance
From session outcomes to revenue metrics — understand your coaching business completely.
Practice Analytics
Session volume, client retention, outcome trends, and coaching effectiveness metrics.
Revenue Tracking
MRR, ARR, client lifetime value, payment status, and revenue forecasting at a glance.
Client Reports
Generate professional progress reports for clients, sponsors, and HR stakeholders.
See the platform in action
Start your free trial or book a guided demo with our team.