A branded home for the work. Not a search of their inbox.
Recaps, worksheets, replays, assessments and their scorecard in one space with your name on it. Publish a framework once and assign it to everyone. Clients and their teams are free guests — access never costs you a seat.
Resources, replays and cohorts in the workspace
Everything you give a client disappears into their email.
The worksheet you spent a weekend building gets opened once, then lost in a thread. Your best material becomes invisible the moment you send it.
Third time this quarter. The file exists, the email exists, and neither is findable by the person who actually needs it on a Tuesday night.
A drive for files, a course platform for programmes, a video host for replays, and a fifth tool to make it look like one brand.
Twenty people, one curriculum, and a spreadsheet tracking who has done what. Cohorts are where coaching admin gets genuinely painful.
It opens itself when the engagement starts.
No setup project, no separate platform to migrate to. The portal is a view of the same record you already keep.
A signed proposal creates the client, the engagement and their portal — branded with your logo and colours, with their next session and open commitments already in it.
Upload the worksheets, frameworks, replays and assessments you use again and again into your library. Assign any of it to a client, a cohort or everyone in a click.
Recaps arrive after every session, commitments show what is due, the scorecard shows movement. Between calls, the portal is where the coaching continues.
Your practice, on your brand.
A client portal is a trust signal. It should look like your firm, not like software you rent.
Your logo, colours and name on the space and on every notification. Corporate sponsors see a professional operation rather than a shared folder.
Build the delegation module once and assign it for the next five years. Version it, retire it, or hand a whole track to a new client at kickoff.
Run a group programme with one curriculum, a shared replay library, per-cohort commitments and visibility into who is keeping up — without a course platform.
The coachee sees their space, their team sees what you allow, the sponsor sees progress summaries. Private notes are never in the portal at all.
What shows up in the portal
Give your material somewhere to live.
Publish three resources during the trial and open a portal for one client. If it does not immediately look more professional than an email thread, you have paid nothing.