Custom AI, built around how you coach.
Think of it as a small team of AI agents working quietly behind your practice, a tireless version of a VA that never forgets a thing. Cruz and his team build it from scratch for the way you actually coach, never off a shelf.
What an engagement actually looks like.
No two builds come out the same. The path in, though, is always these five steps, and it starts by figuring out where your hours are quietly going.
We watch how your week actually runs
We start by sitting with you and following a normal week. Where the sessions land, what happens in the twenty minutes after each call, the emails you keep rewriting, the onboarding you quietly dread. We are hunting for one thing: where your hours really go. Most of it hides in small stuff nobody ever thought to put on a calendar.
We map the handful of things eating the most time
Then the team picks the few jobs costing you the most. For most coaches that is some mix of session notes, follow-ups, prep before a call, the endless scheduling back-and-forth, new-client onboarding, ICF hour logging, invoicing, and the reporting nobody wants to sit down and do. We are not trying to automate your whole life. We go after the two or three that buy back the most hours for the least fuss.
We build the systems and wire them into your tools
Now we build the actual AI agents for those jobs and plug them into the software you already live in. Zoom hands over the transcript the moment a call ends. Your calendar or Acuity tells the system who you saw and when. It drafts inside your email and files things away in your Drive. There is nothing new for you to learn, and no extra login sitting there waiting to be babysat. The whole thing runs inside the setup you already have.
Everything waits for your approval first
This is the part that matters most, so we build it in from day one. Whatever the system produces, the follow-up, the notes, the invoice, it lands in one approval queue and then it stops. You read it, change a line if you feel like it, and hit approve. Nothing reaches a client until you say go. That is not a toggle you can flip off by accident. You are always the last set of eyes.
We train it on your voice, then refine it with you
We feed it your real writing and your real process, so the drafts read like you wrote them and not like a stranger borrowed your account. After that we stay in it with you through the first thirty days while real work runs through the system, tightening whatever needs tightening. Those thirty days are free. If it is not genuinely saving you time by the end of them, you have not paid us a cent.
A few examples of what we can build.
There's no template here and no fixed menu. These are just examples of the kind of thing we build. Whatever your practice actually needs, that's what we make.
An automated post-call flow
A single session turns into notes, memory, and a follow-up in your voice. You just read it and approve.
Client memory and pattern detection
Every session becomes long-term memory, so the system surfaces the patterns you would otherwise have to dig for yourself.
A living client portal
Assign a resource once. It flows to the client's portal, pings them, and tracks their progress without you touching it again.
The questions that matter.
Every coach asks some version of these four. Here's where we stand.
Confidential by design
Zero data retention. Nothing you paste trains public models, and names can be stripped before AI ever sees them.
ICF-compliant
Session summaries and hour logging are aligned with ICF ethics, so your credential record stays clean and current.
It sounds like you
Drafts are trained on your writing. Most coaches edit one line, then send.
Human-in-the-loop
Nothing reaches a client without your approval. The approval queue is the heart of the system.
No pitch on the call. We'll take an honest look at your practice and tell you straight if it's even worth building something.