Your method lives in slides
Your methodology sits in a deck that rarely survives the gap between a good call and a signed client.
Deliver
Turn assessment results into a plan clients can follow
Match every prospect to a library of coaching strategies, with current and projected impact shown as projections, plus generated implementation steps.
LiveDeliver
- A library of coaching strategies with triggers, KPIs and benchmarks.
- Matching that fits strategies to your prospect's KPIs.
- Implementation and action steps generated for each match.
The problem
What usually gets in the way.
Every prospect hears the same thing
Without their KPIs in front of you, advice stays generic and easy to postpone.
Plans stop at the conversation
Prospects nod on a call, then leave with no steps to work through and no way to show progress.
How it works
From start to done.
- 1
Bring the KPIs in
The assessment uncovers the prospect's KPIs, so the plan starts from their numbers, not assumptions.
- 2
Match the strategies
KPIs match to a library of coaching strategies, with current and projected impact labelled as a projection.
- 3
Generate the steps
Each matched strategy comes with implementation steps and action steps to work through.
- 4
Hand it to the client
The plan lives in the portal with a progress tracker showing steps completed, a progress ring and ROI.
- 5
Work it with AI chat
Work the plan with AI-assisted chat and your own notes on the side.
What is inside
Capabilities on this page.
Each capability carries the status it has today — nothing here is rounded up.
LiveStrategy libraryRef SL-01
LiveStrategy matchingRef SL-02
LiveImplementation stepsRef SL-03
LiveProgress trackerRef SL-04
LiveAssisted implementation chatRef PL-09
Connects to
Where this fits in the journey.
Questions
Asked about this feature.
No. Matched strategies show current and projected impact, and every figure is labelled as a projection or estimate.
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.