The record
Open Henderson Co. and it's all there, newest first: the strategy meetings, the signed scope of work, every invoice and payment, the hours you've logged, and the emails both ways. Open a coaching client and it's their sessions, their intake form and their texts.
New enquiries
However someone reaches you, a form on your website or a discovery call on your booking page, they land as one person with a score from 0 to 100: what they told you, whether you can reach them, how soon they need you. A form gets a reply drafted in your voice, waiting for your OK.
Before and after
Ask Chief to get you ready, and every session in the next two days gets a short brief: where the client stands, what's outstanding, and one question worth asking. After a session, jot a line of notes and ask for the follow-up: Chief drafts it in your voice. Nothing goes out until you approve it.
Forms
Tell Chief what you need to know, and it builds the form: an intake for new coaching clients, a discovery questionnaire for a consulting enquiry, an application for your group program. Each one has its own page at your website's address, ready to text or email.
Chief
Chief reads the same record you see. Ask what's going on with Henderson Co., who has gone quiet, or who has hours you haven't billed, and it answers from their meetings, invoices, messages and time. Ask it to write to someone, and the draft waits for you.
Chief works the same way in every room. It works from your practice's own records, waits for your yes before it sends anything or touches money, and lists what it does on your History page.
How Chief worksClients is the one list every other part of your practice reads.
Plans
Your client list is yours on every plan, and it exports to a spreadsheet whenever you like.