Your welcome and next steps
Use your words and the instructions for the program the client has joined.
AUTOMATIC ONBOARDINGGet new clients ready
Get new clients ready
for their first session.
The welcome email, agreement and intake follow your onboarding process. Client folders and first-session context are prepared in the same flow.
From a new client to a prepared first session
Every new client needs the same setup. We connect those tasks so you can see what is ready and what still needs attention.
A new client signs up through your existing process.
The welcome, agreement, intake and folder are prepared in sequence.
You review client messages and check what is ready for the first session.
What the system does
A connected checklist
See what is complete, what is waiting and what needs your attention.
A prepared client record
The intake and client materials give you context before the first session.
Brightwood builds this around your coaching business and maintains the connections as your process changes.
How we build and run your systemsYour questions, answered
Good questions. Straight answers.
Short answers to common questions.
We build and run AI systems around your coaching business. That can include session prep, follow-up drafts, onboarding, resource recommendations and client records. We start with the work that takes the most time in your week.
Both. For independent coaches, we focus on time spent between sessions. For coaching companies, we also look at consistency, team visibility and keeping client information connected.
No. We build the system, connect it to your workflow and maintain it. You receive the briefs, drafts and updates in the places that make sense for your business.
We build from your examples, voice and coaching approach. You review real outputs during the build so the system fits how you actually work.
It depends on your current workload and the systems we build. We look at your actual week on the discovery call instead of promising a number.
We start with your current process. Together, we identify the repeated tasks, the time they take and the work you want to keep doing yourself.
We build systems for repeated work, then keep them running. Your assistant or VA can use the outputs, and you still approve client communications.
We agree on the scope, priorities and delivery schedule after understanding your workflow. The timeline depends on what we are building and what it needs to connect to.
We build the system we agree on. If it does not do what we agreed, we keep working on it at no extra cost until it does.
Each coaching business has its own system environment. During scoping, we map the information involved, the services it will pass through and the access needed for your workflow.
Have a different question? Ask Cruz
BUILT AROUND YOUR COACHING BUSINESSMore time for the work
More time for the work
you love.
Let's find the work you can take off your plate.
Book a discovery call30 minutes with Cruz. Start with your actual week.