A complete client relationship engine for coaches and practitioners. Intake, session prep, follow-up, health scoring, progress tracking — all in one dashboard. Built by AI. Run by you.
Installs in minutes. Works inside Claude. No code required.
Your Dashboard — Live Preview
You're a good coach. You care about your clients. But the admin side of client management is eating your week alive. Session notes in one place. Follow-ups you forgot to send. That client who went quiet three weeks ago and you just now noticed.
Spreadsheets don't anticipate what you need. CRMs weren't built for coaching relationships. And your memory — no matter how good — doesn't scale past five or six active clients.
The Client Concierge is built for exactly this. Not a generic tool you have to configure for weeks. A system designed from the ground up for coaches and practitioners — that knows what information matters, when to surface it, and how to handle the follow-through you keep meaning to get to.
Every module works together — data flows automatically between intake, sessions, follow-ups, health scores, and reporting.
Three intake modes — form, conversational, or hybrid. Modality-specific screening for GNM, NLP, somatic, and more. Every new client gets a complete profile in minutes.
Pipeline view, active client table, session log, milestones, revenue, comms — nine views in one HTML file. Opens in any browser. Works offline.
Before every call, get a one-page brief: last session summary, open commitments, upcoming milestones, personality notes, flags, and a suggested opening question.
Dump your raw notes — stream of consciousness, voice transcript, bullets. Get back a structured session record, personalized follow-up email, and updated dashboard.
Every email, check-in, and follow-up tracked automatically. Full communication history per client. Never wonder "did I already reach out?"
Live 0-100 score across engagement, commitment follow-through, milestone velocity, and relationship warmth. Color-coded. Auto-alerts when someone's slipping.
Auto-detected phases: onboarding, active coaching, acceleration, transition. Session cadence tracking. Renewal alerts before programs end.
1-10 self-report ratings and percentage-based improvement tracking. "30% decrease in anxiety" or "73% revenue increase" — real proof your coaching works.
After 3+ sessions, identifies recurring themes — what they avoid, where they shine, energy patterns, growth trajectory. Surfaces in every session prep.
Cadence-aware touchpoints between sessions. Commitment checks, milestone nudges, warmth touches, resource shares — suggested and drafted for you.
Structured sequences for stale, paused, and alumni clients. Different approaches for different situations. No client falls through the cracks.
Four-dimension fit scoring at intake. Hard and soft flag detection. Ongoing monitoring across sessions. Prospect ranking for your pipeline.
Auto-extracts testimonial-worthy moments from sessions. Mines client language for marketing gold. Generates social proof content, anonymized by default.
ICF, NBHWC, and custom credential documentation. Coaching hours log, competency evidence reports, outcome summaries — generated from your existing data.
The Client Concierge installs into your Claude environment and walks you through everything. No manual required.
Drop the Client Concierge skill into your Claude Code environment. Takes about two minutes. You'll get a link and clear instructions after purchase.
The concierge asks you a few questions — your name, timezone, programs you offer, how you like to communicate. No forms. Just a conversation. It learns your voice so follow-up emails sound like you, not a robot.
Tell it about your clients however you want — paste intake forms, dump discovery call notes, or just talk. "Sarah's in my 6-month program, started in January, she's working on confidence and pricing." That's enough. The concierge fills in the rest.
Say "prep for Sarah" before a call. Dump notes after. Say "who needs attention" on Monday morning. Say "follow up with Marcus" when you remember. Natural language. No commands to memorize. It just works.
The Client Concierge understands what you mean, not just what you type.
The Client Concierge is a complete standalone product — it grows with you, ships new modules regularly, and doesn't require anything else. But it's also one system inside a much larger operator. GATO manages your entire business back-end — projects, content, emails, funnels, social, and yes, your clients. When you're ready to stop juggling the rest, the full operator is the next step.
Stop losing clients to bad systems. Start managing them like the professional you are.
$97/month. Cancel anytime. Requires Claude Pro or Team.