THE PLATFORM

This is where the work actually happens

Not a shared doc. Not a Slack thread. A system built around how coaching sessions really run.

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BOOKING

Booking takes under a minute

You pick from your assigned coach's availability — no email back-and-forth. Once confirmed, a Microsoft Teams meeting is created automatically — the invite lands directly in both calendars via Outlook.

1
You pick a time within your coach's availability
2
Your coach confirms — a Teams meeting is created automatically
3
You both get a confirmation email with everything you need
Book a session
Assigned coach
DR
D. Restrepo
Date
Wednesday, Jan 22, 2026
Time
10:00 AM
11:00 AM
CoachD. Restrepo
Duration60 min
PlatformMicrosoft Teams

A Teams link will be sent to both parties automatically.

AFTER EVERY SESSION

You never have to take notes again

A recording bot joins every session automatically. By the next morning, an AI-generated summary is ready — overview, key topics, and timestamped notes. Your coach reviews it, refines the action items, and uploads a session plan.

Session recorded and transcribed automatically
AI summary generated overnight — overview, topics, actions
Your coach reviews the summary and keeps your plan up to date
Session Summary
Session 3 · 62 min
Overview
  • Mapped current tool stack and identified three redundant workflows to consolidate
  • Defined first automation to build: quote generation from inbound inquiry form
  • Agreed on weekly cadence and milestones for the next four sessions
Key Topics
workflow setup tool integration next steps AI stack review
Next Steps
AM
A. Morales 2 done
  • Set up Make.com scenario template Jan 15
  • Share Notion workspace structure Jan 18
  • Record walkthrough video Jan 22
JR
J. Rivera 2 open
  • Export lead data from CRM Jan 16
  • Map out inquiry types & outputs Jan 22
  • Install Make.com + connect Google Jan 22
Detailed Notes
00:06 – 03:17 Context & initial discussion
03:17 – 13:24 Vendor intelligence review
13:24 – 26:18 Tool selection walkthrough
26:18 – 38:50 Workflow mapping exercise
38:50 – 52:11 Build session: form trigger
52:11 – 62:00 Recap & next steps
SESSION HISTORY

Everything, in one place, always

Every session you've had, with status, recordings, and summaries — all in your dashboard. This is the real product table, as it appears in the platform.

My Sessions
4 sessions
Coach Date Time Duration Status Actions
D. Restrepo Jan 15, 2026 10:00 AM 62 min Completed
Evaluate View summary
L. Márquez Jan 22, 2026 2:00 PM 58 min Confirmed
View summary
D. Restrepo Jan 29, 2026 11:00 AM 45 min Pending
View summary
L. Márquez Feb 5, 2026 3:00 PM 60 min Completed
Evaluate View summary
YOUR PLAN

The documents your coach shares with you

Between sessions, your coach uploads roadmaps, session plans, and reference documents directly to your workspace.

Shared documents
Q1 Automation Roadmap.pdf Uploaded Jan 18, 2026 · Coach
Session 4 — Intake workflow plan.pdf Uploaded Jan 22, 2026 · Coach
Quote automation — reference guide.pdf Uploaded Jan 28, 2026 · Coach
🔒 Document links expire after 1 hour
YOUR COACH

Know who you're working with

You're assigned a dedicated coach from the first session. You can see their background, certifications, and how many sessions you've completed together — before you even book.

DR
D. Restrepo 14 sessions completed together
Certifications
AI Business Practitioner OpenWorks Academy · Jan 2025
View →
Workflow Automation, Advanced Automation Institute · Sep 2024
View →
Prompt Engineering Fundamentals Applied AI Institute · Mar 2024
View →
QUALITY

You rate every session — that keeps us accountable

After each session, you rate it 1–5 stars and can leave an optional comment. Ratings below 3 are flagged internally and reviewed by our team — not to blame anyone, but to figure out what needs to improve before the next session.

It's not a survey. It takes 20 seconds and it actually changes what happens next.

Rate this session Session 4 · Jan 22

How useful was today's session?

Anything to add? (optional)

Good session — we got the intake form trigger working. Would like to move faster on the quoting piece next time.
Submit rating
SECURITY & ACCESS

You only see what's yours

The platform uses role-based access: clients see only their own sessions, coaches see only their assigned clients, and admins manage accounts without accessing session content.

Ready to see it with your own business?

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