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Clients, quotes, people and billing in one record

The admin that used to live in your inbox: proposals and quotes, client organisations, participants, coaches and facilitators, invoices and payouts, all attached to the programs they belong to.

Join the waitlistAll of the platform
Quote Q-0412 · Pink Floyd IndustriesLeading with clarity
Accepted
Kick-off workshop$4,800
Coaching, 3 sessions × 12 people$11,520
360 feedback, two rounds$2,040
Total$18,360
Accepted 3 Feb · program createdCohort 3 · 24 participants invited · invoice 0412 sent · budget attached

From quote to program

A proposal becomes a program without retyping

Build a quote from the same component library the program is designed from. When it is accepted, the project and program are created from it, with the client organisation, the participants and the budget already attached.

ProgramLeading with clarity · Cohort 3
Preview as learnerInvite participants
Participants
24
Sessions booked
18 of 24
Delegation, pre → mid
52 → 64
Nudges this week
41
#ComponentTypeWhenCapability
1Kick-off workshopWorkshopWed 4 FebDelegation
2360 feedback, round oneSurveyWeek 2Feedback
3Coaching session with MiraCoachingWeeks 3 to 6Delegation
4Weekly practice nudge from CoachAI nudgeEvery TuesdayHabits

People

Participants, coaches and clients on one list

Import participants from a spreadsheet, invite them in one action, and see who has booked, who has gone quiet and who has finished. Coaches and facilitators join the program team and see what they are booked to deliver.

Project financialsNorthwind leadership cohort
Xero synced
Revenue
$18,360
Costs
$7,840
Margin
57%
ComponentRevenuePayout
Kick-off workshop · Sam$4,800$1,600
Coaching, 36 sessions · Mira$11,520$5,760
360 feedback · Priya$2,040$480

Payouts release when the client pays · Mira $5,760 · Sam $1,600 · Priya $480

Money

Invoices, payouts and the accounting you already use

Invoice clients per program or per milestone, pay practitioners their share, and keep Xero in step. The financial view of a project sits next to its delivery view, so margin is visible while the program is running, not after.

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