A few days on CoachevaOS
These are illustrative workflows showing how the product fits together day to day, not case studies of specific customers.
A weekly rhythm that doesn't start from a blank page
Monday morning opens with the AI daily briefing: two clients haven't logged a check-in in over a week, one has a session today with no note from last time. The coach messages both quiet clients from the branded portal thread, reviews the AI-drafted session prep before the 10am call, and logs the session note afterward. The assistant turns that note into a follow-up message and a suggested goal update, both reviewed before sending.
From a cold lead to a paying client without a spreadsheet
A prospect fills out the coach's public form. It lands in the lead pipeline automatically, tagged 'new'. After an intro call, the coach drags it to 'booked' and converts it to a client in one click: the client's onboarding portal, goals, and first invoice are ready before the next message is sent.
Check-ins that replace a dozen loose email threads
Clients submit weekly check-ins directly through their portal instead of emailing updates. The coach's dashboard surfaces anyone falling behind on their job-search goals, and a quick AI-drafted summary gives a 30-second read on where each client stands before their next session.