Never start a client call cold again.
CoachIntel helps you remember goals, habits, follow-up, and what changed since the last check-in so you can walk into the next call ready.
Use the calendar and transcript tool you already have. CoachIntel sends the prep before the call so you spend less time digging through notes.
Use what you already use
Already using Trainerize, Everfit, notes, Fireflies, or Zoom? Keep them.
CoachIntel helps you pull the important stuff together before the session. You keep the tools you already use. You just spend less time digging through them.
How it works
- 01
Your calendar tells us who is next
The next session is picked up from the calendar you already run.
- 02
Your transcript fills in the details
The notes from the call help bring back goals, follow-up, and anything that slipped.
- 03
You get the prep before the call
So when the client joins, you are already caught up.
The problem
Great coaching breaks down between sessions — not during them.
You don't lose clients because of a bad session. You lose them when details slip through the cracks between check-ins.
- Hours lost to manual notes
After-session note-taking eats hours every week — time you could spend coaching, recovering, or growing your business.
- Context scattered everywhere
Client details live across notes, apps, calendars, and memory. By the next session, the important stuff is already fuzzy.
- Missed breakthroughs and red flags
Commitments, setbacks, and breakthroughs get buried — weakening accountability and slowing your clients' results.
CoachIntel helps you remember the stuff you do not want to lose.
Goals, wins, setbacks, and loose ends stay tied to the client, so the next session does not start from scratch.
Why coaches keep it
Less digging. Better follow-up. Stronger check-ins.
When you know what happened last time, it is easier to keep clients accountable and easier for them to feel looked after.
- Save 10-15 minutes per call
- Stop bouncing between notes, DMs, and old transcripts before every check-in.
- Catch missed commitments faster
- See when a habit, plan, or promise slipped before it turns into another week lost.
- Make clients feel remembered
- Walk in knowing where they left off, so the call starts with coaching instead of recap.
How it works
Three simple steps before a better check-in.
Set it up once. After that, CoachIntel helps you stay on top of what happened between sessions.
Step 01
Connect your calendar and transcript tool
Keep using the tools you already use for calls and transcripts.
Step 02
Keep up with what happened last time
Goals, habits, wins, setbacks, and follow-up stay tied to the client.
Step 03
Open the next call prepared
Your prep shows up before the session so you know what to ask and what to follow up on.
What you get
Know where the client left off before the call starts.
The prep pulls together what changed, what matters, and what needs a follow-up so you do not have to dig through old notes.
Preview email
Subject: Your prep for Jordan
Client Overview
- Hybrid coaching client balancing training adherence and meal consistency goals.
- Program emphasis: sustainable routines for performance, nutrition, and recovery.
Progress Since Last Meeting
- Completed most planned workouts and maintained movement on non-training days.
- Improved meal timing consistency and protein intake at key meals.
- Energy and recovery improved alongside better sleep and hydration habits.
Action Items
- Client Actions: Confirm next week's training split and movement baseline.
- Client Actions: Finalize a simple meal plan with one prep block and core grocery list.
- Coach Actions: Review weekly adherence trends and tune one friction point for each domain.
Every prep note includes
- Client Overview from transcript + client history facts
- Progress Since Last Meeting grounded in real updates
- Key Topics from Last Session, Coaching Flags, and Suggested Check-In Questions based on available evidence
- Today's Focus, Action Items, and Next Session Goal tailored to coaching context
Built for coaches running back-to-back sessions who need context in seconds, not minutes.
What it helps with
Remember the details that make your coaching better.
CoachIntel helps you stay organized between sessions so you can coach better without adding more admin.
- Remember what matters
Goals, wins, setbacks, and loose ends are there before the call starts.
- Stay on top of follow-up
See what changed, what slipped, and what still needs checking in on.
- Carry action items forward
Leave every session with organized next steps and accountability prompts ready for the next check-in.
Works with what you already use
Keep your calendar and transcript setup. CoachIntel just pulls the prep together before the call.
"I save 10 to 15 minutes before calls because I am not digging through notes anymore."
"My clients can tell I remember what they said last time. The call starts in a much better place."
"It is a lot easier to follow up on the stuff clients said they would do."
Pricing
If you coach a full roster, this saves you time every week.
CoachIntel is for coaches who want less admin, better follow-up, and better prep before every check-in.
Founding rate - only 40 spots available
Founding Coach Plan
$25/month
Regular price: $49/month
Locked at $25/month forever — price goes to $49 once founding spots fill.
Know what happened last time before the next call starts.
- Prep before each check-in, with the details that actually matter
- Keep goals, habits, setbacks, and follow-up in one place
- Catch missed commitments, adherence slips, and things that need another conversation
- Works with Fireflies, Zoom, Wave, Fellow, and Google Calendar
- Built for coaches running regular check-ins each week
- Priority support and your rate locked for life
Includes prep for roughly 40 sessions per month, which is enough for most coaching rosters. Unused monthly capacity does not roll over.
Start my free trial →Free for 14 days. You won't be charged until April 23, 2026. Cancel anytime before then - no questions asked.
Coaches are joining this week and locking rates before spots fill.
Not sure yet? Try the Preview Plan - see a few prep notes in-app, free forever.
No contracts. No setup fees. Cancel with one click.
Frequently asked questions
More for coaches
Practical guides for notes, prep, and follow-up.
If you are trying to stay organized without more admin, start here.
Your client notes are failing you (here's why)
The note you write after a call and the note you need before the next one are two different things.
Read guide →
Stop putting coaching notes in your CRM
Your CRM was built for pipelines, not for remembering what Kelly said about her sleep.
Read guide →
Why your session prep isn't working
Fifteen minutes of prep and you still opened with 'so how's everything been?'
Read guide →
The real reason your clients don't follow through
It's not a motivation problem. It's a retrieval problem.
Read guide →
Your client's goal changed 3 sessions ago
The intake form goal and the real goal are probably not the same thing anymore.
Read guide →
CoachIntel vs notes, spreadsheets, and AI summaries
When notes and AI summaries help, and when they do not.
Read guide →
Show up to the next call ready.
CoachIntel helps you remember what matters so you can coach instead of digging through notes.