Manage all clients and programs. View research briefs, session notes, and track progress.
Access your program workbook, session notes, action plan and resources.
Your day at a glance
All your coaching clients across every program
This program has been marked as complete. The content is preserved for reference.
Generate a pre-session research brief from client information
Paste Zoom session notes — generate a structured 90-day plan instantly
Manage cohort groups, add clients, send group messages, track WhatsApp links
Your business at a glance — revenue, pipeline, and AI insights
Group progress, shared themes, and AI coaching insights
Everything your clients need — tasks, check-ins, and follow-ups in one view
Your resource library — blogs, podcasts, courses, tools. Share anything with any client in one click.
Tasks across all clients and programs — sorted by due date
Configure integrations and test your automations
When a client books the 90-Day Business Builder, a client file is auto-created with all intake answers. Add this URL in Calendly → Integrations → Webhooks → invitee.created:
For automatic transcript fetching, enable cloud recording + audio transcript in Zoom Settings → Recording. Then create a Server-to-Server OAuth app at marketplace.zoom.us and add ZOOM_ACCOUNT_ID, ZOOM_CLIENT_ID, ZOOM_CLIENT_SECRET to your Netlify environment variables.
Recordings that match a client's name in the topic show as ✓ Matched. Anything else can be assigned manually below — pulls the transcript and saves it to that client.
Imports all 7 real clients from your Calendly history directly into the platform. Safe to run — skips anyone already in the system.
Creates a test client file as if they had just booked through Calendly.
Used to calculate the cost of your time per client. Default: $297 AUD/hr
Master switch for all client-facing automatic emails — welcome on signup, session reminders, etc.
Currently OFF by default while building. Turn on once you're ready for clients to actually receive emails. You can also disable per-client from each client's Edit page.
Your login PIN to access this dashboard. Default is PB2025. Change it any time — only you need it.
Outbound emails from the platform send via the Gmail API as phoebe@phoebeblamey.com.au and appear in your Gmail Sent folder automatically.
Configured via Netlify env vars: GOOGLE_CLIENT_ID, GOOGLE_CLIENT_SECRET, GOOGLE_REFRESH_TOKEN, GOOGLE_SENDER_EMAIL. To rotate credentials, see CLAUDE.md.
To send SMS texts to clients, add three variables to Netlify: TWILIO_ACCOUNT_SID, TWILIO_AUTH_TOKEN, TWILIO_FROM_NUMBER
Get these from twilio.com → Console → Account Info. Cost is ~$0.01/SMS.
Connect your Netlify site to a GitHub repo for automatic deploys. Every time a new version is built, push to GitHub → Netlify deploys automatically. No more zip uploads.
Netlify → Site settings → Build & deploy → Link to Git repository
You're good at what you do. Let's make your money reflect it.