Coach & Client Notes.
Session notes, follow-ups, content drafts. The bit between sessions, done.
Compatible with
Built for
What it does.
For coaches and consultants who like the coaching part and not the admin part. Drop in a session transcript, get clean notes back. Forget to follow up? It won’t.
Privacy-first: all client data stays on your agent. We never see it.
What’s inside.
Everything you need in the bundle. No tutorials. No assembly.
- 015 SKILL.md files: session note formatter, follow-up scheduler, content idea miner, client onboarding, weekly recap
- 02Onboarding question pack (50 questions, grouped by use case)
- 03Email cadences for high-ticket and group programs
- 04Setup guide, 8 pages
Drop it in. Press go.
- №01
Download
In your inbox. Re-download from your dashboard.
- №02
Add your style
Drop in 3 of your existing session notes. The agent picks up your shape.
- №03
Hook your calendar
Calendar connector via included template.
- №04
Coach
The admin runs in the background.
How it thinks.
Excerpt · SKILL.md---
name: session-note
description: Turn a session transcript into client-ready notes + action items.
allowed_platforms: [claude]
tools:
- transcript.fetch
- doc.generate
---
# Session note
Input: a raw transcript (yours or auto-transcribed).
Output: a one-pager with
- 3-line session summary
- Themes (max 3)
- Action items (assignee + due date)
- One question to sit with before next session
Voice: the coach's. Pull from the brand-voice file.
Who plugs this in.
Cleans up your post-session admin in 2 minutes per client.
Group-session recap goes out within an hour, every time.
Discovery-call summaries that look like you wrote them at 9am, not 11pm.
About the creator.
Coaching software for coaches. By a coach. Who got tired of Notion.
- Rating
- 4.8
- Joined
- April 2026
Things people ask.
- Where does the client data go?
- Stays in your agent. We don’t see it. We don’t want to.
- Does it work for therapy?
- Use your professional judgement. We don’t market it as a clinical tool.
- Languages?
- English-first. Tested on Spanish, German, Portuguese.
$149
Coach & Client Notes.