Adding a client
Todd adds Theo: who can see him, the kickoff date, the welcome in Todd’s words.
Start here · 1:41
The whole thing in two minutes
One made-up client, Theo Marsh, from the day he’s added to his first month.
The films below take each part in turn. Each is about a minute, with captions.
Starting a client
From the day Theo is added to kickoff.
Onboarding
Theo signs in with a code, reads how it works, answers the intake, sets his baseline and uploads his four reports.
The profile synthesis
The gap interview, then the synthesis drafted with its sources, and Todd approving it.
Kickoff and the plan
Tracks drafted, set live with Theo at kickoff, and the day-1 version kept.
The week
Todd’s day, and the coaching loop around each session.
Todd’s Today
Todd’s day on his phone, and matching calendar events to clients.
Before a session
Reflection questions approved, answered by voice, and the agenda two hours before.
After a session
The transcript arrives, the debrief package is reviewed and approved, and Theo reads his summary.
Next
Todd’s short stack: a reply in his voice, a phrase he’d never say, a call request.
Messages
Theo’s thread: voice notes, files, Just Todd. Todd’s side, a reply suggestion, search.
The practice
Every client at a glance, the inbox, the team, and the month.
Clients at a glance
The clients list, the journey board, one client in depth, and Ask the record.
Inbox and matching
A meeting with two clients, split line by line. The log, and taking something back out.
The team
Who reads what, what Jamie can’t see, and a hand-off to Todd.
The monthly rhythm
The plan’s monthly update with Theo, a shift, and the budget.
Trust and method
What stays private, and Todd’s own method inside the app.
Privacy and trust
Nameless notifications, Your data, an export, a formal request, the audit trail.
Todd’s method inside the app
A skill change from Jamie, approved and made live by Todd; his voice; tone rules; Claude Code.