Most loved
The Onboarding Machine
The welcome email, agreement and intake follow your onboarding process. Client folders and first-session context are prepared in the same flow.
Explore OnboardingSYSTEMS WE BUILD AND RUNAI systems for your
AI systems for your
coaching business.
Start with the work that takes time from your week. We build the systems around your process, then keep them running.
THE FIVE CORE SYSTEMS
Client work
Five connected systems handle the admin before and after coaching sessions.
POST-CALL AI SYSTEM
The Post-Call Flow
Your session notes, next steps and follow-up email, drafted in your voice. You review the work before it reaches your client.
Explore Post-Call FlowPRE-CALL AI WORKFLOW
Pre-Session Prep
A short brief with the client's goals, recent notes and open commitments. It arrives where you already prepare for sessions.
Explore Pre-Session PrepAI RESOURCE SYSTEM
Resource Recommendations
Match your session notes to your own library. Get a resource recommendation and a draft note that explains why it fits this client.
Explore Resource RecommendationsCONNECTED CLIENT RECORDS
The Living Client Profile
Goals, session history and commitments in one client record. New session information keeps the profile current between calls.
Explore Client ProfilesThe client brainInteractive example · Sample content
Click a marker to go inside · drag to turn
Content and business admin
Turn your own material into content drafts. Capture client praise and keep your coaching hours log current.
CONTENT SYSTEM
The LinkedIn Post Writer
Choose a testimonial or type an angle. Get a post in your voice and a matching graphic, ready to edit before you queue it.
Explore LinkedIn Post WriterCONTENT SYSTEM
The Instagram Carousel Maker
Turn an idea or testimonial into four to seven slides and a caption. Your colours, fonts and real brand assets shape the result.
Explore Instagram Carousel MakerCOACHING HOURS ADMIN
The ICF Hours Log
Enter the client, hours and date in one row. The entry goes into your existing spreadsheet, with your totals and formulas intact.
Explore ICF Hours LogCONTENT SYSTEM
The Newsletter Machine
Start with an idea or an angle from your own material. The system drafts the new sections and saves the issue in your CRM template library for you to schedule.
Explore Newsletter MachineCONTENT SYSTEM
Testimonial Capture
The system flags praise in session transcripts and drafts wording you can review. Keep the original context, then choose whether to request permission to use it.
Explore Testimonial CaptureHOW YOUR BUILD IS SET UP
Your tools. Your approval.
These controls are part of the client systems we build and run.
Work in your own tools
We connect the system to the places you already work. That can be your inbox, Drive, CRM or spreadsheet. We build it and keep it running.
Approve work before it goes out
Client messages and audience-facing content start as drafts. You review them before sending or scheduling. Approved scheduled posts can publish at the time you choose.
Keep each business separate
Every client build has its own service keys. Client profiles live in your own Drive, under your account. We agree on access and data use during scoping.
Check names before public use
Content drafts use initials or an anonymous reference to a client. Code checks for client names. You still review the context and permissions before using the material.
Choose the work you need handled.
We map your current process during discovery. The scope follows the tasks you need help with and the tools they need to connect to.
BUILT AROUND YOUR COACHING BUSINESSMore time for the work
More time for the work
you love.
Let's find the work you can take off your plate.
Book a discovery call30 minutes with Cruz. Start with your actual week.