Coaching dashboard

All active clients at a glance. Click any client to see their cross-session pattern view, sessions, and per-client progress. The RAG bar reflects the most recent analysed session.

Pick a Transcripts folder to populate your client list.

Clients

Everyone on the programme in one place.

Test mode

Pipeline

Track leads from first contact through to active client. Manual for now — add a lead, then move it along the stages as the conversation progresses. Gone quiet / lost is a side bucket: nothing is deleted and a lead can always be moved back.

Add a lead

EMCC Competency Tracker

Your six EMCC Practitioner-level competencies visualised as a radar against the Master Practitioner benchmark. Below: per-competency scorecard with trends and development tips, and a per-client drill-down. Master Practitioner AI advice further below.

Content Themes

Themes extracted from across all your transcripts. Each theme is grounded in real audience language. Click "Generate content" on any theme for an Instagram caption, short-form post, and conversation opener in your voice.

Video topics from recent sessions

Reads the 6 most recent session transcripts across all clients and suggests short-video topics for Resources, based on themes that recur across several sessions. Fully anonymised: no names or identifying details. Past scans are kept so you can compare.

Resource Library

Upload every PDF and image once. Then on each client's detail page, use Resources → Add from library to assign items at the right moment in their programme. Clients only ever see what you've assigned to them — never this library.

Add to library

Add a video

Add a book recommendation

Setter DM Review

Upload the screenshots of a setter's Instagram DM conversation, tag it with their name, and get a scored review against the intended flow and the 3A method — strengths, weaknesses, and rewrites in your voice. Every review is kept against that setter so you can watch the trend. Coach-only: setters never see this.

New review

…or take a screenshot and paste it here (⌘V / Ctrl+V). Paste several in a row to add each one.
← Back to Clients ›Portal

Calendar

Weekly view of your primary Google Calendar. Soberilliant coaching sessions appear in olive; everything else in cream. Click a coaching block for client details and to send a reminder.

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← Back to Clients ›Pipeline
Dashboard›New client

New client onboarding

Turn a connection call transcript into the client snapshot, the Session 1 plan, the welcome email, the programme overview, and the portal credentials — then create the client folder in one click.

1  ·  Connection call transcript

Sales Call Transcripts folder: not connected
The New Client tab uses connection call transcripts from your Sales Call Transcripts folder only — session transcripts from the main Transcripts folder do not appear here. Pick one and hit Generate.

Or  ·  Create a client without a transcript

For a client who signed up without a recorded connection call (e.g. deposit paid, no transcript). Creates the client directly — mints their portal token and sets the programme type. No Session 1 plan, snapshot or welcome are generated; add those yourself later.

Dashboard ›