Clients, sessions, goals
One record per client: goals they see at the top of their page, every session with its transcript, the recap you sent, their commitments, and private notes only you see.
For independent coaches
Your coaching practice, run from one place.
Clients, sessions, goals and transcripts. Booking links on your calendar. Invoices that send themselves. Between-session emails in your voice. And after every session, a rigorous review of your own coaching. Under your brand, from your own Claude.
$30/month after the trial. No card to start. Cancel any time.
Built by a working coach
The system behind Oak & Reeds 1:1 coaching, opened to other practices.
Walled off by design
Every practice is its own tenant. A test in the codebase fails if a query could ever cross one.
Nothing to install
Runs in the browser and in your Claude. Your clients get a sign-in page under your brand.
What you get
Everything a solo practice needs, nothing a software company needs.
Coach the coach
A rigorous review of your coaching after any session with a transcript: Co-Active or ICF scorecard, goal coverage, question quality, pivotal moments, three things to try next time.
Between-session emails
Three short nudges drafted from each session in your voice, scheduled across the fortnight once you approve them, sent from your name with replies to you.
Booking links on your calendar
Public pages that read your real Google Calendar availability, create the event with a meeting link, and email the guest a confirmation they can reschedule from.
Sessions to invoices
Held sessions wait in "ready to invoice". Tick them, create a numbered invoice, email it with a link your client can open and print, mark it paid. Past billing rolls up by month.
Your own Claude connector
Add your practice to Claude as a connector and work from there: log a session by pasting the Granola or Zoom transcript, prep for the next one, ask for a review.
Coach the coach
The supervision you never get enough of, after every session.
Log a session with its transcript and ask for a review. Fifteen minutes later you have a scorecard and a full written report, graded against the client's own goals and the commitments they made last time.
- Co-Active (CTI) rubric: cornerstones, the three levels of listening, Being versus Doing, the coaching skills
- ICF Core Competencies as an alternative frame, or add your own rubric in your own words
- Talk ratio, powerful-question ratio, acknowledgments, goal coverage, pivotal moments you missed
- Three quick wins at the top of every report, and a trend across your last eight sessions
Private to you. Reviews never appear on any client surface.
How it works
Up and running in an afternoon.
- 1
Name it and brand it
Sign in, name your practice, add your logo and colours and the name your emails come from. Your clients’ pages, booking links and invoices pick it up immediately.
- 2
Bring in what you have
Paste your client list. Drop in past transcripts, or connect Granola and pull meetings straight in. Each becomes a held session you can review on the spot.
- 3
Run the week from Today
What is coming up, what you just held, what is unbilled. Connect your Google Calendar, publish a booking link, add your practice to Claude.
Works with what you already use
Google CalendarGranolaClaudeZoom, Otter and any transcriptYour own domain email as reply-to
What your clients see
A page with your name on it, not ours.
Each client signs in to a page under your logo and colours: their goals at the top, the recaps you sent, the commitments they made, and a private thinking partner that has read their sessions. Your booking link and invoices carry the same brand. Their private conversations are never visible to anyone, including you.
Set up your brand in the trialPricing
One plan. The price of a coffee a week.
$30per month, per practice
- Unlimited clients and sessions
- Coach-the-coach reviews and trends
- Client portal under your brand
- Between-session emails
- Booking links on your calendar
- Numbered invoices and billing history
- Granola, file and paste transcript import
- Your own Claude connector
No card to start. Add one whenever you like and whatever trial days are left carry over. Cancel from your billing page, no email required.
Who it is for
Independent executive, leadership and career coaches running five to forty active clients, who want their admin to disappear and their craft to keep sharpening.
Who it is not for
Coaching firms with many coaches and a sales team. Group programmes. Anyone who wants a marketplace to find clients; this runs the practice you already have.
Questions
The ones coaches ask first.
Where does my client data live, and who can see it?
In the Oak & Reeds portal database, in rows tagged with your practice. Every coach-side read and write goes through one module that filters on that tag, and an automated test fails the build if any workspace page bypasses it. Your clients’ private thinking-partner conversations are not visible to you or to us.
Do I need Granola?
No. Transcripts can be pasted into a session, uploaded as .txt or .vtt files, or sent from your own Claude through the connector. Granola’s API pull is a convenience for coaches on Granola’s Business or Enterprise plans.
Can my clients see the review of my coaching?
Never. Reviews, your private notes and transcripts are coach-only. Clients see their goals, your recaps, their commitments and their own thinking partner.
What does the trial include?
Everything, for 14 days, with no card. Add a card whenever you like; the days you have left carry onto the subscription so you never pay early.
Can I use my own domain?
Your emails already come from your name with replies to your address, and your pages carry your logo and colours. A fully custom domain (coach.yourname.com) is on the roadmap and arrives when the first practice asks for it.
What if I want to leave?
Cancel from your billing page at any time. Your sessions, transcripts and invoices stay exportable, and we delete the practice on request.
Give your practice a home.
Name it, bring your clients and your transcripts, and review your first session before the day is out.
Start your free trialQuestions first? Email dave@oakandreeds.com.