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Solutionist Coaches & Consultants
Solutionist for Coaches and Consultants

Bookings, clients, proposals, invoices, classes and your marketing, in one system. Chief keeps it all moving between sessions.

Month to month · paid straight to your own Stripe
Reyes Coaching Search clients, invoices, classes Ask Chief DR
Operate This week Bookings Clients Proposals Billing Grow Courses Marketing Build Website Books
Tuesday, October 27Good morning, Dana
Next: Marcus Hale at 2:00
Chief's notes for today
Marcus Hale at 2:00: the brief you asked for is ready, with what he said he'd try. The Okafor family business is 9 days late on $450. A gentle reminder is drafted. Priya Shah hasn't booked in five weeks. A note is drafted for you to send.
Today4sessions booked
Paid$8,240this month, in your Stripe
Not yet billed6.5 hacross 2 clients
Proposals2sent, waiting on a yes
Class14enrolled · live Thursday
New3people asked about coaching
Today's sessions 10:00Okafor family business · strategydone 2:00Marcus Hale · coachingbrief ready 3:30Henderson Co. · check-in60 min 5:00Discovery call · new30 min
Waiting on you Send the Okafor reminder Send Priya's note Read the Henderson scope
LIVE Leading with Clarity · Week 3 14 joined
A coach teaching a live class, on camera You Question for the room What's the hardest thing to say no to?
Answers · 11 of 14
Chief, for you onlyMost said work they'd enjoy but can't fit. Three mentioned family.
The recording saves for anyone who missed it.
RCReyes Coaching
Book a time
Discovery call30 minFree
Coaching session60 min$150
Mon26Tue27Thu29Fri30Mon2
9:0010:001:30
Book Thursday at 10:00 A confirmation comes by email

Every part of your practice, in one place

Booking page Standing sessions Session briefs Follow-ups Proposals Scopes of work Invoices and pay links Billable hours Courses Live classes Weekly posts Your website Your books

Meet Chief

A chief of staff for your practice. It's called Chief.

Chief is the AI built into Solutionist. It works from your practice's own records, your clients, sessions, invoices and hours, and tells you when it can't confirm something. You make the calls that matter.

ChiefReyes Coaching · sampleTuesday, 8:40 AM
What needs me this week? Said out loud, on a call from the phone
Three things. Marcus Hale's invoice for $1,200 is 34 days past due. Priya Shah hasn't booked since her session on September 28. And Henderson Co. has 6.5 hours you haven't billed.
Draft a note to Marcus. Drafted. It waits for you, and nothing goes out until you send it.
Type it or say itType a question, or tap call and talk it through out loud. It's the same Chief on your phone and your computer.
Ready each morningEach morning Chief notes what's waiting for you: drafts to read, people to get back to, and today's sessions. Ask about the week, and it answers from your invoices, bookings and hours.
Your yes comes firstWhat Chief sends to your clients, and anything it does with money, waits for your yes. It takes a kind of task on itself only after you tell it it may.
Shows its workWhat Chief does, including anything that failed, is listed in plain words on your History page. Many changes, like tasks and website text, can be undone for a day. Anything sent or paid can't.

Chief comes with every plan. A plan's AI actions pay for Chief's work: about 250 conversations a month on Starter, 625 on Professional and 1,450 on Solutionist, and the morning notes don't use any. The bigger plans also think deeper in long planning sessions and the weekly look-back. Everyday answers are the same on every plan. Compare the plans

The products

Every part of your practice has its own place.

Start anywhere. Each part works by itself, and better together, because they all share the same clients.

Clients One record per client with every session, form, proposal and payment in date order. Ask, and Chief writes a brief before a session and drafts the follow-up after. Explore Clients
MHMarcus HaleLeadership coaching · since March
TIMELINE
Session · today at 2:00Oct 27
10-session package · 1 leftOct 21
Session 6 · notes savedOct 16
Program outline sentMar 2
Brief for 2:00 Last time he chose to stop saying yes to Friday asks. Open question: how his team took it.
AFTER THE SESSION Ask for the follow-up and Chief drafts it from your notes. You read it, change a word, and send.
Bookings Your own booking page, standing weekly sessions, and confirmations that go out on their own. Explore Bookings
TUESDAY
10:00Okafor family business
2:00Marcus Hale · every Tuesday
4:00Open
 Proposals and Contracts A program outline or a scope of work, drafted in your own voice.
Scope of workHenderson Co. · 8 weeks
Billing and Time Invoices, pay links on your own Stripe, and the hours you haven't billed yet.
Coaching session+$150
Okafor family business9 days late
Courses and Classes Live classes with your slides, recordings for anyone who missed one, and homework that comes back to you. Explore Courses and Classes
LEADING WITH CLARITY Week 3 · live Thursday at 7
14 enrolled
Homework due Friday · 9 turned in
Marketing and Website Your website, and posts Chief drafts in your voice for you to approve.
Mon · post Wed · flyer Fri · post
Office and Books Your books, with every invoice and payment already in them.
Coaching
Consulting
Courses
A coach leading a small group at a whiteboard

Courses and Classes

Teach the room, and everyone at home.

The people with you watch your slides on the TV. Everyone else joins from their class link, at home or at their desk, in the same class. It's recorded from the moment you start.

See live classes

Why one system

Every client, one record.

No copying names between a scheduler, a payments app and a spreadsheet. Follow one new client through the system:

  1. MondayThey find you.Your website or a post brings them in, and they land on your list as a new enquiry.
  2. TuesdayThey book a call.From your booking page, at a time you've opened. The confirmation goes out on its own.
  3. After the callThey get a proposal.A program outline or a scope of work, drafted by Chief in your voice for you to send.
  4. That weekThey pay from a link.Straight to your own Stripe account. You hear the moment it's paid.
  5. Every sessionThey keep coming back.A brief from Chief when you ask, a follow-up drafted after, and every step on their record.

Your clients' side

Your clients never need a login.

They book from your page, pay from a link and join class from their own class link. Every step lands on their record, in your office.

RCReyes Coaching
You're booked Coaching session
WhenThu, Oct 29 · 10:00 How long60 minutes WithDana Reyes
The calendar invite is in your email
A note from Dana Come with one thing you want to be different by December. We'll start there.
Booked with a name and email. No account.

Booked from your page, no account

RCReyes Coaching
Invoice INV-2026-044 · Henderson Co. $2,000.00
Advisory retainer, November10 h at $200$2,000 Thank you for a strong first month. November covers the rollout plan with your team. DueNov 15
Pay $2,000.00 Secure checkout by Stripe. Paid to Reyes Coaching.

Paid from a link, to your own Stripe

Your class Leading with Clarity
LIVE NOW Week 3 · Saying no well Join the class
Homeworkdue Friday Week 2 recordingWatch Week 4 · Nov 5 at 7Next
Week 2 homework turned in
Their own class link. On their calendar too.

Class from their own link

The office

Get paid for the work you already did.

Log the hour when you finish it. Chief keeps track of what's billed and what isn't, drafts a reminder when you ask about a late invoice, and tells you the moment it's paid.

  • "Log 90 minutes on Henderson Co." and it's on the record
  • Invoices with a pay link, paid to your own Stripe
  • Reminders and thank-yous Chief drafts, and a person sends
Reyes Coaching
This weekBookingsClientsProposalsBillingCoursesMarketingBooks
BillingOctoberYear
$8,240paid this month
$1,650past due
6.5 hnot yet billed
Invoices
Okafor family business · INV-2026-0419 days late$450
Marcus Hale · INV-2026-04334 days late$1,200
Henderson Co. · INV-2026-044Sent$2,000
Priya Shah · INV-2026-045Paid$1,500
Henderson Co. · INV-2026-042Paid$2,500
Okafor family business · INV-2026-046Draft$2,400
Payments land in your own Stripe account.
Not yet billed
Henderson Co.4.5 h
Okafor family business2 h
Logged this week
Mon · workshop prep1.5 h
Tue · team session3 h
Tue · Okafor call2 h
Bill these hours
Chief drafted a reminderFor the Okafor family business · INV-2026-041
Hi Ada, A friendly note that invoice INV-2026-041 is now a few days past due. The pay link is right here whenever it suits.

Pricing

Every plan is the whole practice.

Every part of your practice comes with every plan. The plans change who can log in, how much Chief does each month, and how deep the books go.

Prices for coaches and consultants, in US dollars

Starter
$79a month
Billed monthly · cancel anytime
One person, one practice.
3,000AI actions a month
About 250 conversations with Chief.
Chief thinks Standard
Includes
  • Every part of your practice
  • 1 login
  • Texts from our shared number
  • Basic books
  • 2 bank connections
Start free
Professional3 logins · your own number
$149a month
Billed monthly · cancel anytime
You and the two people who help you.
7,500AI actions a month
About 625 conversations, room to draft for every client.
Chief thinks Advanced
Everything in Starter, plus
  • 3 logins
  • A texting number of your own
  • Full books: month-end, year-end, and 1099s
  • Chief answers your website's visitors
  • Chief plans your week of posts
  • 5 bank connections
Start free
Solutionist
$299a month
Billed monthly · cancel anytime
A growing practice, with its accountant.
17,500AI actions a month
About 1,450 conversations, Chief across every client.
Chief thinks Maximum
Everything in Professional, plus
  • 7 logins, and a seat for your accountant
  • Short clips from your recordings
  • An audit trail of every change to a closed month
  • Unlimited bank connections
  • Up to 3 businesses on one account
Start free
On every plan Bookings Clients Proposals and Contracts Billing and Time Courses and Classes Marketing and Website Office and Books
Founding seatProfessional for $99 a month, locked while you hold it. 50 of 50 seats left.Claim seat 01

7 days free · no card needed · month to month · paid straight to your own Stripe · switch or cancel inside the app

Chief keeps the office. You keep your clients.

7 days free, no card needed.

Start free