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CONNECTED CLIENT RECORDS

A client record that
keeps up with the client.

Goals, session history and commitments in one client record. New session information keeps the profile current between calls.

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The client brainInteractive example · Sample content
Client brain model

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From existing notes to an updated client profile

Client context gets scattered across notes and emails. The profile keeps the information together as the relationship develops.

  1. Existing notes give each client a starting profile.

  2. New session information updates the record over time.

  3. You find the history and open commitments in one place.

What the system does

The original goal and what changed

Keep the starting goal alongside later decisions and recurring themes.

Open commitments

See what the client committed to and what is waiting on you.

Access for the right people

Authorized coaches can use the same context when they work with a client.

Brightwood builds this around your coaching business and maintains the connections as your process changes.

How we build and run your systems
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Your questions, answered

Good questions. Straight answers.

Watch the founder explain, or read the short answer.

The founder answers

What does Brightwood actually do?

We build and run AI systems around your coaching business. That can include session prep, follow-up drafts, onboarding, resource recommendations and client records. We start with the work that takes the most time in your week.

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BUILT AROUND YOUR COACHING BUSINESS

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.