Across twenty engagements the hard part is not planning — it is noticing. The console answers one question in about five seconds: who needs me this week?
Shipping today. What is still on the roadmap is spelled out further down this page.
The list orders itself by days since anything moved, so a client who has gone quiet is at the top before you thought to look for them. Each row carries their quarter, how many of the planned weeks have actually been worked, and a one-click way into their plan.
| Hendrick Manufacturing | 8 / 9 actions on track | |
| Coastal HVAC | KPI trailing since wk 6 | |
| Marlow Legal | no activity 14 days | |
| Beacon Dental | quarter plan complete |
Fourteen days of silence? A missed due week? A measure red twice in a row? What triggers a nudge — and whether it goes to the client, the coach, or both — is genuinely undecided.
One page, generated the morning of a session: what changed, what slipped, which numbers moved, and the two questions worth asking. Coaches want this badly, which is exactly why we would rather get it right than get it out.
Comparing across a coach’s own book could be powerful or could be a distraction. Founding partners will tell us which.
Today a plan is shared by link and most teams work off one screen in the room. Fractional executives push hardest for granular per-person access, and they are right that it matters at their end of the market.
The console is real and shipping: the client list, progress rollups, silence flags, planner links, quarter history, activity log and exports. Nudges, the pre-session brief, benchmarking and per-person permissions are not built. We would rather draw that line on the website than after you sign.
We are not going to invent a date to close a sale. Founding partners set the order, and they get each piece first.
Not for the founding cohort — their rate is locked for life and includes what ships. A higher tier for larger practices is likely eventually; founding seats are exempt.
No. Clients only ever see their own plan, and they see it under your brand. The console is yours.
The marks the rollups are built from.
Why silence is the signal that matters.
Ten seats, and a hand on the roadmap.
Ten founding seats. Rate locked for life, and a direct line to the roadmap.
White-label quarterly planning software for business coaches. Your methodology, your brand, your clients — as software they will actually finish.
A Caliber Technology Group × DiamondBack Advertising venture.