The complete back-office for ICF-certified life coaches and wellness coaches running independent practices. Replaces scattered Google Docs session notes, forgotten package expirations, and 20-minute session prep with one conversational practice manager that knows every client, every goal, and every session in your book. ## What's included - **Client profiles** — niche, goals, package, session count, intake responses, history; ask "what was Sarah working on?" → full context in one beat - **Wheel-of-Life assessments** — 10 dimensions (career, finances, health, relationships, growth, environment, fun, family, romance, contribution), scored 1-10, tracked over time; visual delta between sessions - **SMART goal management** — Specific/Measurable/Achievable/Relevant/Time-bound; status (active, paused, achieved, abandoned); milestone breakdowns; cross-session tracking - **Coaching package management** — 6 / 12 / 24-session bundles with expiration alerts (30/14/7-day warnings), session-count drawdown, package-renewal nudges - **Session-prep briefs in seconds** — pulls last 3 sessions + active goals + wheel deltas → 2-paragraph brief you read in 60 seconds before the call - **Discovery-call script generator** — customized to your niche (career, executive, wellness, ADHD, life-transitions), with objection handling and offer flow - **Client intake questionnaire builder** — by niche, mapped to wheel + initial goal framework - **Progress reports** — visual goal achievement over time, suitable for client share or renewal conversation - **Testimonial collection workflow** — milestone-triggered ask templates, follow-up cadence, format conversion (long-form → tweet → website pull-quote) - **15 commands** — SETUP, CLIENT NEW, CLIENT, SESSION, WHEEL, GOALS, CHECK-IN, PACKAGE, INTAKE, DISCOVERY, REPORT, PREP, TESTIMONIAL, DASHBOARD, EXPORT ## Limitations - **Built for coaches, not therapists** — no clinical notes, no DSM diagnosis codes, no insurance billing, no HIPAA workflows; pairs with SimplePractice for clinical - **Not a scheduling platform** — pairs with Calendly / Acuity / Practice Better for booking; this is the work session + record layer - **Not a payment processor** — package tracking only; collection via Stripe / PayPal / your existing rail - **Not a marketing tool** — testimonial collection yes, lead-magnet funnels no; pairs with Kajabi / Kit / Beehiiv - **Single-coach scope** by default — multi-coach practices run per-coach sessions ## Best fit ICF-certified life coaches (ACC / PCC / MCC), wellness coaches, executive coaches, ADHD coaches, and niche transformation coaches running 10-60 active clients. Especially valuable for solo coaches still juggling Google Docs + Notion + Calendar — the 60-second session prep alone typically recovers 2-3 hours/week, and the package-expiration alerts surface $500-$2,000/month in lapsed renewals that would otherwise quietly walk.
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