Digital business cards for coaches

AI Note Taker records and transcribes every session with the client's voice labeled. You can be fully present during the session because you are not scrambling to take notes, and the full transcript is there for reference between sessions.

Before a session, ask what a client said last month about their career goals and get instant answers from past session transcripts. Show up prepared without hours of prep.

Right after a session, record a 30-second voice note: breakthrough on career direction, needs to work on delegation, mentioned burnout signals. It stays attached to the client's contact for future reference.

Set weekly check-in reminders for accountability, like texting a client to see how their difficult conversation went, with one-tap templated messages ready to send.

One card for one-to-one coaching, one for group programs, one for corporate coaching. Show the right offering to the right audience.

1. 1Discovery calls: AI Note Taker records, so your intake reflects exact client language
2. 2Coaching sessions: full transcription with speakers, and insights preserved for good
3. 3Between sessions: voice notes and follow-up reminders maintain accountability
4. 4Client development: the AI Concierge tracks progress across months of conversations
5. 5Client re-engagement: past clients receive templated check-ins on schedule

• AI Note Taker: present in session, transcript after
• AI Concierge: recall client history across months
• Voice notes: insights captured between sessions
• Follow-up reminders: accountability check-ins between sessions
• Multiple cards: one-to-one, group, and corporate offerings
• Calendar integration: clients book sessions directly
• Custom domain on the Team plan: a branded URL for your coaching brand
• CRM sync: push contacts to CoachAccountable, Paperbell, or Practice
• Multi-language: six supported languages for international coaching

Executive coaches serve leaders across months or years. AI Note Taker preserves every session's depth, and the AI Concierge helps you prep by pulling exact quotes from past sessions on relevant topics.

Track client goals, blockers, and progress. Voice notes after sessions capture your own observations, and the AI Concierge surfaces clients ready for the next level of engagement.

Life coaches balance intimacy and structure. ConnectMachine handles the structure, from session tracking to follow-up to history, so you can be fully present emotionally during the actual work.

For cohort programs, create a card per cohort and track each participant. Follow-up reminders help you check in individually between group sessions.