Investment Coach workflow

Template-driven design that lets a coach produce decent Instagram posts, PDFs and slide decks without hiring anyone or learning design software.

Social posts, lead magnets and a one-page offer sheet without hiring a designer.

A workhorse form builder with signature fields, payment collection and a large template library — including waivers and health history forms.

Intake forms, waivers and signatures on a generous free tier — enough for your first clients.

One-question-at-a-time forms that feel like a conversation, which noticeably improves completion rates on long client intake questionnaires.

A friendly first questionnaire that tells you where a new client is starting from.

A flexible docs-and-databases tool coaches use to build client dashboards, goal planners and session notes without paying for a purpose-built platform.

Session notes, client plans and your own playbook in one searchable workspace.

An AI notetaker for Zoom, Meet and Teams that records sessions and writes the summary and action items, so you can listen instead of typing.

Records and summarises each session, so you listen to the client instead of taking notes.

Share a link, let clients book into your real availability. The fastest way to stop losing consultations to three rounds of "does Tuesday work?"

Clients book their own sessions from a single link.

A spreadsheet that behaves like a database — the pragmatic way to build a client tracker, pipeline or session log that is exactly your shape.

A free client tracker shaped exactly like your practice, from budgets to training logs.

Free invoicing and lightweight accounting for solo coaches — send an invoice, track what is unpaid, and have something tidy to hand an accountant.

Free invoicing and bookkeeping while the practice is still small.

The default video call for coaching sessions — reliable on bad connections, and the one tool your clients already know how to open.

For the sessions that do not need you in the same room.

Card and subscription payments with no monthly fee — the standard way to take recurring coaching payments without chasing bank transfers.

Take payment for packages without a shop or a card reader.

Michael Bungay Stanier's short book on seven questions that do most of the work in a coaching conversation — the fastest upgrade to how you run a session.

Seven questions that make any coach listen more and advise less.

A free, short course from Anthropic on working with AI well — when to delegate, how to describe a task, and how to check what comes back.

A free, short course on using AI well — what to hand over, and how to check what comes back.

Template-driven design that lets a coach produce decent Instagram posts, PDFs and slide decks without hiring anyone or learning design software.

Social posts, lead magnets and a one-page offer sheet without hiring a designer.

Email marketing built for creators — welcome sequences, tagging and broadcasts, which covers both your onboarding emails and your newsletter.

A newsletter keeps past clients and warm leads coming back without posting every day.

Document and e-signature software for the contracts end of onboarding — coaching agreements, liability waivers and package terms clients sign online.

Proper contracts and package terms signed online, so onboarding looks as professional as you are.

One-question-at-a-time forms that feel like a conversation, which noticeably improves completion rates on long client intake questionnaires.

A friendly first questionnaire that tells you where a new client is starting from.

A flexible docs-and-databases tool coaches use to build client dashboards, goal planners and session notes without paying for a purpose-built platform.

Session notes, client plans and your own playbook in one searchable workspace.

An AI notetaker for Zoom, Meet and Teams that records sessions and writes the summary and action items, so you can listen instead of typing.

Records and summarises each session, so you listen to the client instead of taking notes.

Contracts, proposals, invoicing and light CRM in one tool for independent professionals — the admin half of a coaching practice without four subscriptions.

Contracts, proposals and invoicing for independent coaches in one tool.

The default video call for coaching sessions — reliable on bad connections, and the one tool your clients already know how to open.

For the sessions that do not need you in the same room.

Card and subscription payments with no monthly fee — the standard way to take recurring coaching payments without chasing bank transfers.

Take payment for packages without a shop or a card reader.

Michael Bungay Stanier's short book on seven questions that do most of the work in a coaching conversation — the fastest upgrade to how you run a session.

Seven questions that make any coach listen more and advise less.

A free, short course from Anthropic on working with AI well — when to delegate, how to describe a task, and how to check what comes back.

A free, short course on using AI well — what to hand over, and how to check what comes back.