Insights

Coaching

Prioritize critical pain, ask Cothinkr, and dispatch worksheets.

View initiatives Send worksheet

Review the workflow below, then for any step. Use Worksheet dispatch or Initiatives to act.

Coaching workflow timeline

7 phases from engagement setup through action item tracking — milestones, pain points, and automation status

Turn pain into initiatives Send worksheet

Before next phase

All session dates loaded into Coach Accountable

Client-specific worksheet template selected

Client has received and accepted invite

Zoom integration confirmed

Before next phase

Worksheet received from client (blue text populated)

Kyle has reviewed worksheet before session

Blank session notes document created from correct template

Template exists in Notion for AI capture

Before next phase

Meeting AI object is active and capturing

Kyle's live notes are in the Notion notes tab alongside transcript

Session stayed within scheduled time

Before next phase

Summary exists

Summary covers the actual session content (not hallucinated)

Before next phase

All pronouns corrected (you/your for client, I/me for Kyle)

All names spelled correctly

Tense is correct (present, not past)

Action items separated by owner

Content matches session note template structure

No AI artifacts or hallucinations remain

Before next phase

Notes are cleaned up and accurate

Personal message written

Correct visibility selected (private vs. shared)

Client receives notification

Green = automated step Orange = manual step (effort required) Client action Pain point Eliminable Can be automated away

Quarterly planning

Annual cycle with quarterly milestones above the monthly coaching rhythm

2026 Quarterly View

Monthly sessions mapped to quarterly milestones

Q1 Current

3 sessions

2/3 completed

0 sessions

No sessions

0 sessions

No sessions

0 sessions

No sessions

Worksheet dispatch

Send structured prompts

Send a worksheet to capture structured input, and optionally schedule reminders (e.g. 48h, 24h).

Template

Annual planning workflow

Quarterly cycle diagram

Session timeline

Recent sessions and outcomes

Monthly Check-in — Travel Freely

Feb 28, 2026 · 30 min · Daniel

Scheduled

Monthly Check-in — Travel Freely

Feb 10, 2026 · 30 min · Daniel

Completed

Reviewed Q1 milestones, set 3 action items

3 action items Notes released

Quarterly Planning Review

Jan 13, 2026 · 60 min · Daniel

Completed

Aligned on front-end dev strategy, 2 bids needed

5 action items Notes released

Action items

Track coach and client action items across sessions

No action items tracked

Action items will appear here after sessions are completed and notes are released.

Transcript workbench

Extract cues and evidence

6 cues

Session notes

Draft notes with persona-aware cleanup

No session summary yet

Generate an AI summary from your transcript, or paste notes manually.

Persona rules

Client: "you/your" (never use client's name in notes TO the client)
Coach: "I/me/my" (never use coach's name in third person)
Tense: present (not past-tense narrative)
Action items: separate by owner (coach vs. client)
Require human review before sending

Coaching

Determinism Over Probability

Forbid Sycophancy

Automate the Donkey Work

Sell the Hole, Not the Drill

Forms Are Failure

Human Reviews, AI Produces

Demand Explainability

Consolidate, Don’t Sprawl

Amplify Relationships

Results Over Effort