Everything about a client in one place, and an assistant built for coaching that already has all of it. Nothing to stitch together, nothing to re-explain.
Your calendar is in one tool, your notes in another, the exercises on paper, and the thread of what actually happened is in your head between sessions. Insight Lab is where all of it goes. Not a CRM: those manage the business around coaching, the leads and the invoices. This is about the coaching itself, what happens in a session and what comes of it.
Downwards it is just structure: your clients, the processes you run with them, the sessions and tasks inside each one, and whatever those produced. The dotted lines are the part that matters. Every one of those pieces feeds the assistant, and what it makes of them comes back to the person it was about.
Point at any of them to see what it holds.
It does not sit in a corner waiting for a prompt. It works inside whatever you are looking at: the session you are about to run, the process you are in the middle of.
Before a session Ask for the briefing and it writes one from everything the process has been so far. Where you left off, what they committed to, what is still open.
While you work Create a task, write a note, book the next session. You ask in words, it does it, and it tells you what it did.
When you close a session Create a report, plan ahead next actions, create follow up notes and tasks.
Across the whole process It keeps the picture of the client current as things arrive, and it can always show you what any part of that picture rests on.
Set your availability once: the days you see clients, the length of a session, the gap you want between them. The calendar offers what is genuinely free and nothing else, and every session you book lands inside a process instead of floating on its own.
None of this is unusual on its own. Having all of it in one place, where the assistant can read every piece, is.
Wheels, plans and exercises as real screens rather than PDFs and print screens. Some are meant to be retaken, so a wheel filled in today sits beside the one from six months ago and the change is the point. Others are a single pass with something to keep at the end. The shelf keeps growing.
Briefings, notes and reports written in a real editor. Blocks, tables, checklists, video embeds and more.
A transcript, a scanned exercise, a sheet you have used for years. It is read, understood, and becomes context like everything else.
What your client owes between sessions, with a due date and a checklist.
Ten dimensions of who this person currently is, built from the work instead of a questionnaire. Every score can show you what it rests on.
Every plan is the whole product. What changes is how many clients you can carry at once. The two paid prices are still being worked out, and we would rather leave them blank than publish a number we made up.
For enthusiast Coaches
For early Coaches
For professional Coaches
*Slots represents active clients
This is the actual Wheel of Life from the product. Try the experience. Nothing here is saved.
Leave your address and we will tell you the day it opens. One email, not a newsletter.
The questions coaches ask us first.
A CRM manages the business around coaching: leads, deals, invoices, follow-up sequences. Insight Lab manages the coaching. What was said, what was agreed, what the client is carrying between sessions, and what all of that adds up to. If you need to chase prospects, keep your CRM. This sits where the work happens.
The shelf ships with tools we have built as real screens, and it keeps growing. Anything not on it yet you can attach: a sheet you have used for years, a scanned page, a document. It is read and becomes context like everything else, so the assistant can still work with it.
No. It works for you, inside your workspace. Nothing it writes reaches a client until you have read it and sent it yourself. It drafts the briefing, the report, the follow-up note; you decide what leaves the room.
Not at launch. If you already transcribe with something else, attach the transcript and the assistant reads it like any other piece of context. Recording inside the platform is on the list, not in the first release.
Ten dimensions of who the person currently is, built from the work rather than from a questionnaire. Every score can show you what it rests on, and you can overrule any of them. It is a reading, not a verdict, and you are the one who has met them.
Only when you want them to have one. You can run a whole process without inviting anybody. Invite a client and they get the tools you send them and the tasks you set, and nothing else: your notes stay yours.
No. Your clients' data is yours and is not used to train models, ours or anyone else's.
Because we have not settled them. Publishing a number we would change in a month is worse than saying so. The free plan is the whole product with fewer slots, and it is real.