Brightwood AI SolutionsBook a discovery call
AUTOMATIC ONBOARDING

Get new clients ready
for their first session.

The welcome email, agreement and intake follow your onboarding process. Client folders and first-session context are prepared in the same flow.

Book a discovery call
The Onboarding Machine: Interactive exampleSample content

Prepared sample content. No live AI or client data. Changes stay in this example until you reset it or leave the page.

New client onboarding

One intake starts the setup. You review the next steps.

Intake received
RB

Riley Brooks

New sample client · Leadership coaching

Intake received

Ready

Client folder prepared

To prepare

Welcome note drafted

To prepare

Agreement prepared

To prepare

Session invitation drafted

To prepare

Client profile prepared

To prepare
Sample welcome email

Welcome, Riley.

I'm looking forward to working together. Before our first session, take a few minutes to write down what you want to change. We'll start there.

Your coach

The agreement and invitation are review steps in this demo. No real files or calendar events are created.
Changes stay in this demo.

From a new client to a prepared first session

Every new client needs the same setup. We connect those tasks so you can see what is ready and what still needs attention.

  1. A new client signs up through your existing process.

  2. The welcome, agreement, intake and folder are prepared in sequence.

  3. You review client messages and check what is ready for the first session.

What the system does

Your welcome and next steps

Use your words and the instructions for the program the client has joined.

A connected checklist

See what is complete, what is waiting and what needs your attention.

A prepared client record

The intake and client materials give you context before the first session.

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

How we build and run your systems
Explore all systems
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.

Have a different question? Ask Cruz

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.