⌘ K
Saved locally

Good morning, there.

Start with the commitment that moves everything else.

MTWTF

How you do anything is how you do everything.

Choose today’s missionName the one commitment that deserves your attention first.

Today’s focus

All tasks

Opportunity moves due

Keep the next conversation moving.

Open pipeline

Goals in motion

Every commitment should serve an outcome.

View all

Active goals

The outcomes that turn daily work into career progress.

Strategic plan

Build the path once. Publish it when it is ready. Today then shows the next unblocked actions automatically.

1Set the directionName the purpose and timeframe.
2Add outcomesConnect measurable goals.
3Build the pathAdd milestones, actions, dependencies, and repeats.
4Review and publishThe client sees only the live plan in Today.

Opportunities

Context for coaching your live deals — your CRM stays your CRM.

Every active path, its next step, and the thinking behind it.

Partners

Track each partnership target, the agreement you are pursuing, and the next action that moves it forward.

To-dos

Each to-do says what to do, why it matters, and what to do if the plan changes.

Open to-dos show here first. Completed to-dos are in Completed.

Sessions

Each coaching session's source document, summary, and action items — extracted, editable, and tracked on the shared board.

Plays

Choose the fastest path to a private account room: run the research here as a coach, or bring your own brief.

View account rooms ↓

Private account workspace

Build a Play

Start a private account room or bring in a brief you already have.

Run it here is available to signed-in coaches. Bring a brief is available to approved workspace members.

Bring a briefImport a published URL or upload account-play.mdOpen

Already have a published brief? Paste its complete HTTPS address, then import it into this private room.

Choose the account-play.md file you received. We validate it and build the private room.

You can generate the prompt without signing in. Sign in when you are ready to import.

Account rooms

Open the research, add the matching contact CSV, or copy a message.

Private to this workspace

Voice notes

Fast coaching, call reflections, and practice feedback without another meeting.

Record a private voice note

Private to this workspace. Coach and client can listen; the author or coach can manage it.

Ready to record

Shared workspace

Recent recordings

On this device only — sign in to sync with your coach.

Video exchange

The client uploads the weekly recording. The coach downloads it, creates the clips, then deletes the original.

Upload a private video

Private resumable uploads support files well above 30 MB. Raw originals are temporary and can be deleted as soon as editing begins.

Sign in to upload and download shared video files.

Temporary originals

Download, edit, remove

Private workspace storage

Customer Intel

Keep customer research, account context, and supporting intelligence together in one private workspace.

Customer intelligence

Research and account context

Private workspace documents

Documents

Worksheets, scripts, decks, and prep material — private to this workspace and synced for coach and client.

Upload documents

Select one document or a batch. PDFs, Word docs, spreadsheets, decks, text files, and images can be uploaded together, up to 50 MB each. Visible only to workspace members.

Sign in to share documents.

Shared documents

Download anytime

Private workspace storage

Clip links

Individual edited clips and review links, organized after the raw file is processed.

Link directory

Account plans, playbooks, tools, and external sites—organized around the work.

0 resources

Build the workspace

Add something new

Opportunity detail

Edit next step & notes

In shared mode, coach notes are stored separately and protected by a coach-only database policy.

Money math

Financial goal

Current commission paths: 2% when the client brings in a deal that another AE works and closes; 10% when the client brings in, works, and closes the deal directly. Actual pipeline commission uses each opportunity's ACV and selected role.

Coach plan studio

Create a strategic plan

This creates a private draft. The client’s Today view and private Plan website change only after the coach reviews and publishes the plan.

Use what already exists

Add existing goals

Choose the current goals this plan will organize. A goal can belong to only one Strategic Plan.

Available goals

Coach control

Adjust plan progress

Only the coach can change this marker. Returning to action-derived progress keeps the underlying completion math intact.

Choose what happens next

Update this to-do

Pick the day you will try this again. Moving it is okay; choosing a real day is the important part.

Set the standard

Today’s mission

Organize workspace files

Move document

Choose Customer Intel, one Opportunity, or one Partner. The private file stays in Documents, while its shortcut moves to the selected section or record.

Shared workspace

Sign in to sync

Enter your email and the password your coach gave you.

Cloud setup pendingThe interface is ready. Secure workspace setup must be completed before sign-in can send a link.

Coaching session

Log a session

Drop meeting-summary PDFs here, or choose files PDF only · up to 5 files · 12 MB each · 24 MB total
Proposed to-dos Approve items you want added to the workspace; unresolved proposals stay on this session for review
Proposed account updates Approved matches update existing Deals in Play; unresolved proposals stay on this session for review

Are you sure?

Private account intelligence

Stakeholders

Every researched stakeholder plus accepted same-account contacts. Blank contact fields are intentional.

Copy-ready campaign

Every outreach message

Each asset is copied exactly as drafted. Review the account evidence and flags before manual use.