See next quarter before it arrives.
Every live conversation on one board, with the package and the monthly value on the card. Stalls surface themselves, referral sources tell you what actually works, and a signed card becomes an engagement without re-typing anything.
You can see the quarter before it starts
Coaching income swings because nobody watches the middle.
You know who signed and who ghosted. What is missing is the twelve conversations in between — the ones that decide next quarter.
Full delivery months mean no selling. Two months later the calendar empties, and you start from zero at the worst possible time.
A tab called Leads_2026, last touched three weeks ago. It cannot tell you what is stalled, what is worth chasing, or what next quarter looks like.
Was it the podcast, the workshop or the old client? Without a source on every card, you keep paying for the channel that never converts.
A board that matches how coaching is sold.
Not an enterprise sales funnel with 14 stages. Five that reflect a real coaching practice, ready on day one.
A booked discovery call, a website inquiry, a referral you type in at a conference — each becomes a card with a source, a package and a value. Booking pages create cards on their own.
Inquiry, discovery, proposal, signed, onboarding. Drag a card and Axiom updates the record. Sit on one too long and it flags itself before the lead goes cold.
Mark it signed and the engagement, cadence, portal and first sessions spin up from the card — no re-typing the details you already captured.
The numbers you need before the quarter starts.
A pipeline is only useful if it forecasts. Every card carries the money, so the board adds up.
Inquiry, discovery, proposal, signed, onboarding — rename them, add your own, or run a separate board for corporate engagements and one for individuals.
Retainers are the point. Cards carry rate, cadence and term, so the board shows recurring value and what it means for the next three months.
Set the number of days a conversation can sit quietly. When it lapses, the card flags and follow-up gets drafted for you in AI follow-up.
Every card records where it came from. After a quarter you can see which podcast, workshop or referral partner actually pays for itself.
Where pipeline cards come from — and go
Know what next quarter looks like.
Put your live conversations on the board during the trial. If you cannot see your quarter more clearly by the end of week one, walk away having paid nothing.