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Axiom for Business Coaching

Every client, session and commitment — one workspace.

Clients book themselves, session notes stay with the client record, homework gets tracked, and progress is right there when it’s time to renew. No more coaching out of six tabs and a notebook.

Scheduling built in Client portal included
DW Dana Whitfield COO · Harbor Logistics · Executive coaching, month 7 Active
Next session
Thu 9:00
Sessions
14 of 24
Renewal
Nov 1
Commitments from last session
Run the 1:1 cadence with her two direct reportsDone
Draft the Q4 hiring plan for reviewDue Thu
Dana opened the Leadership Scorecard in her portal · 2h ago
9 solutionsfirst inquiry to renewal, in one login
From $75/moevery feature on every plan
Zeroper-seat fees — coaching clients are free
One recordper client, feeding everything else
Sound familiar?

You’re the product. Admin is what’s eating the product.

Most coaches don’t lose clients because the coaching is bad. They lose them to dropped follow-up, forgotten commitments and a renewal conversation with nothing to point at.

Feast or famine

When you’re delivering you’re not selling — so the pipeline empties every quarter.

Reschedule ping-pong

Six emails to move one call, and a no-show that costs you the hour anyway.

Notes everywhere

Notebook, docs, DMs, that one voice memo — so you walk in cold and re-ask last month’s question.

Renewals by vibe

Month 11 arrives and you’re arguing value from memory instead of showing the movement.

What’s inside

Three jobs. One workspace.

A coaching practice runs on three motions — fill the calendar, run the engagement, prove the value. Axiom covers all three from a single client record, so nothing gets retyped and no commitment gets dropped.

01 · Fill the calendar

Stop selling in the gaps between sessions.

A booking link that respects your real availability, reminders that cut no-shows, and a board that shows every inquiry from first form fill to signed agreement. Follow-up happens whether or not you remember it.

axiom.li/book/strategy-call Live
Free 30-min strategy call
Intake questions answered before you meet · Zoom link auto-attached
Tue 10:00 Tue 2:30 Wed 9:00 Fri 11:00
Inquiry
Ridgeline Mfg.
Discovery
J. Alvarez
Proposal
Northline Co.
$18K / 6 mo
Signed
Harbor Logistics
AI draft ready: “Great talking Tuesday — here’s the 90-day plan we sketched…” Review & send
Clients / Harbor Logistics / Dana Whitfield
Session 14 — Delegation reset 45 min
Dana Whitfield · COO at Harbor Logistics · 3 stakeholders linked
Session note

Still approving every PO under $5K. Named the real fear: a bad call reflecting on her. Agreed to a $2.5K approval threshold for the ops leads through October.

Open commitments
Publish the new approval threshold to the ops teamDue Thu
Send the delegation worksheet to DanaDone
Linked: 14 sessions · 6 files · 1 active agreement · renewal Nov 1
02 · Run the engagement

Walk into every session already caught up.

Open the client, see the whole engagement — last session’s note, what they committed to, what they’ve actually done, which files they’ve opened. Nothing lives in a notebook you left at home.

03 · Prove the value

Renewals stop being a negotiation.

Track the two or three numbers the engagement was hired to move, and the progress shows itself. Their portal holds every worksheet and replay, and the next agreement is signed before the current one lapses.

Leadership Scorecard · month 7 On track
Hours in delegated approvals6.5 → 1.5 hrs/wk
Ops team eNPS+18 → +41
On-time shipment rate91% → 96%
Northline Co. signed the 6-month agreement · onboarding started 7:12 AM
9 clients opened worksheets in their portal this week Live
What a practice actually needs

Must-haves to survive. Nice-to-haves to grow.

You get both on every plan — so you’re not choosing between staying alive this quarter and building something that compounds.

Must have

Without these you don’t have a practice — you have a hobby with a calendar problem.

A calendar clients can fill themselvesBooking pages, buffers and reminders — because unbooked hours and no-shows are the same lost revenue.
One place every client livesContact, company, stakeholders, agreement, files and full session history on one record.
Notes and commitments you can findWhat was said, what they promised, what came of it — searchable months later.
Signed agreements and clear scopeProposal to signature in one flow, so work starts paid and in writing.
A pipeline you can seeKnowing next quarter’s revenue before it arrives is what ends feast-or-famine.
Nice to have

The compounding layer — what turns a full calendar into a business with leverage.

A branded client portalWorksheets, replays and scorecards in your brand — the thing that makes you look like a firm.
AI that drafts the follow-upRecaps, nurture sequences and check-ins written in seconds from the session note.
Progress scorecards clients can seeTurns “I think it’s helping” into a number you both watch move.
Group programs and cohortsRun 20 people through the same curriculum without 20 spreadsheets.
Automations and dashboardsRenewal reminders, intake sequences, revenue and retention at a glance.
From a coaching practice

“Axiom has everything we’ve been looking for — collaboration, tracking coaching sessions and calls, sharing files, and it helped me finally understand our sales pipeline. I have access on any device, any time.”

KP Kris PetersonLeadership Harbor
How it connects

One record, first inquiry to renewal.

Each step hands off to the next automatically — the intake answers become the record, and the record follows the client for years.

STEP 1
Inquiry lands
Form or booking page creates the record
STEP 2
Discovery call
Intake answers waiting before you dial
STEP 3
Proposal signed
Package, scope and terms in one flow
STEP 4
Onboard
Portal, goals and cadence set up in minutes
STEP 5
Coach & track
Notes, commitments and KPIs each session
STEP 6
Renew & refer
The scorecard makes the case for you
Every renewal writes a case study — so your next proposal sells itself.
Pricing

Every feature. Every plan.

No feature gates, no per-seat surprises. Plans differ only by usage — pick the size that fits your practice and get the whole platform from day one.

See coaching pricing
Starts at $75 /mo
14-day free trial · no credit card · cancel anytime
All 9 coaching solutions on every plan Coaching clients in the portal — always free Onboarding hours included, migration help available

Your practice deserves one home.

Bring your clients, sessions and agreements into one workspace — and stop paying for five tools that don’t talk to each other.

14-day free trial No credit card Setup in 10 minutes
Axiom Workspace

User-friendly software designed to accelerate your growth and build lasting client relationships.

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