From Discovery Call to Deep Insights

In this focused 90-minute live training we'll uncover how to: 

✓ Setting up an organized client project folder
✓ Using AI to analyze consultation calls for better conversion
✓ Creating client profiles and tracking insights
✓ Mining Zoom transcripts for patterns and breakthrough moments
✓ Generating personalized follow-up content and action items
✓ Building a knowledge base for each client
✓ Creating systems for tracking progress and spotting opportunities Live demo: Setting up a complete client folder system with templates

Includes a live demo - setting up a client folder system with templates and prompts. 

Transform the way you serve your clients. Stop juggling scattered notes and missing important details. This system helps you become a more effective coach by capturing every insight, tracking patterns, and delivering more personalized support - all while saving hours of admin time. Your clients will feel more seen and supported, and you'll coach with greater confidence and impact.

REPLAYS WILL BE AVAILABLE FOR 90 DAYS. 

NO REFUNDS