Template · Executive coach
34 coaching clients. 11 at 30-day check-in today.
A client tracker for coaches — session notes, progress scoring, homework, renewal reminders. Wired into Calendly, Stripe, Notion, HubSpot, Otter, DocuSign, Slack. Deploy in 60 seconds.
1,114,909 APIs·
11 adapters wired·
0 config
Your firm, today
Live KPIs piped in from the adapters below. Update in real time.
Active clients
34
+3 this month
Check-ins today
11
30-day milestone
Upcoming renewals
7
within 30 days
Three workflows that run themselves
Every step wired to a live API. Open any step and edit it in the builder.
1 · Book → session
New inquiry to paid session in under 10 minutes.
- Typeform intake
- Calendly session booked
- Stripe payment captured
- DocuSign coaching agreement
- Welcome email fires
2 · Session → notes
Record the call, transcribe, summarize, assign homework.
- Zoom + Otter recording
- Auto-summary with wins
- Homework pushed to Notion
- Next session pre-booked
- Client SMS recap
3 · Progress + renewal
Score progress monthly, trigger renewal at 30 days out.
- Client score refreshed
- 30-day renewal flag
- HubSpot renewal email
- Stripe subscription renewed
- DocuSign new term signed
Connected to the tools you already use
Live adapters. Bring your own credential.
Calendly
Stripe
Notion
HubSpot
Salesforce
Otter
DocuSign
Twilio
Typeform
Airtable
Slack
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