Files scatter across email
Worksheets, videos and links live in threads nobody can find again, including you.
Deliver
Give clients a portal that shows their progress
Every client gets a branded login for their plan, videos, messages and progress. Coaching messages stay with the client's record, not in your personal inbox.
LiveDeliver
- A branded login for every client, between sessions.
- Dashboard, results, videos, booking and settings screens.
- A progress tracker with steps, a progress ring and ROI.
The problem
What usually gets in the way.
Clients can't see progress
Between sessions your client has no way to tell whether anything is moving, so momentum fades.
Messages in your personal inbox
Coaching messages sit mixed in with everything else, detached from the client's record.
How it works
From start to done.
- 1
The assessment completes
A completed assessment can provision the client's portal account automatically.
- 2
The account is created
The real flow is simple: assessment, account created, portal welcome, progress tracker.
- 3
The client logs in
They get a branded login for their stuff between sessions, on their schedule.
- 4
They work the plan
Their plan, results, assigned videos and progress tracker all sit inside the portal.
- 5
You talk in context
Messages sit with the client's record, and clients book their next session from inside the portal.
What is inside
Capabilities on this page.
Each capability carries the status it has today — nothing here is rounded up.
LiveClient portalRef PL-01
LivePortal messagingRef PL-02
LivePortal screensRef PL-03
LiveStrategy video libraryRef PL-04
LiveClient onboarding flowRef PL-05
LiveClient bookingRef PL-06
LiveProgress trackerRef SL-04
Connects to
Where this fits in the journey.
Questions
Asked about this feature.
A completed assessment can provision their portal account automatically. They get a portal welcome and land on their progress tracker.
Next step
See the CRM built for coaching businesses.
Book a short demo. We walk through the AI Assessment, pipeline, follow-up and client portal around your own workflow.