◎ Coach
A weekly session with your coach: an objective read on the week's activity and the whole book of business — what's working, where you're dropping the ball, and what to work on as the owner of a premium consulting firm. Talk it through, then close the session to record your commitments. Between weekly sessions, start a check-in anytime — the coach picks up from the last session's commitments.
Tone: Pushy · AI: gemma4:26b on this Mac · CRM data only — change in Settings
ⓘHow this works in the real appexpand
The coach reads your whole book of business — the week's activity, every open to-do and deal, and the commitments from last session — plus, optionally, a folder of your own notes on how you work. It runs with no tools at all, on a local model or the owner's Claude. Its suggested CRM changes (“mark this done”, “add this commitment”) are proposals you tick before anything is recorded, and each closed session's commitments are checked the following week. How hard it pushes is a Setting: friendly, pushy or hardcore.
🔒 Live AI feature — turned off in this demo
In the real app you'd start this week's session (or a quick check-in), read the coach's advice, talk it through in a chat, and close it with a summary and commitments. The session linked below is a finished one.
It's off here because the real app runs on the owner's own computer: drafting runs on a local model (or the owner's Claude login), and fetching uses private read-only connectors — Gmail, Zoom, Google Meet/Drive, Calendar and web search — none of which a public website can or should reach. Rather than fake it, the demo shows finished examples:
Sessions
The coach reads what's in your CRM, plus any notes folder you've named in Settings (goals, strengths, pitfalls) — nothing else. The commitments you make when closing a session are carried into the next one, so you're held accountable week over week.