For coaches
The workspace coaches have been wishing for.
A private practice portal for Enneagram-informed coaching. Your client roster, their full profiles, session prep drafted from each profile and your last note, and a public directory listing under your own practice name.
02A letter from our team
You already do the work. You meet people where they are and help them see themselves more clearly.
We built the portal to handle everything around your work. Send one link and a new client’s full profile lands in your roster. Walk into each session with prep grounded in their type and your last note. Close the engagement knowing your client keeps every result they earned.
03The coach portal
Walk into every session already prepared.
AI-drafted session prep grounded in each client’s full profile: wing, tritype, instinct stack, plus your own notes from the last conversation. Six sections, every time: who this client is at their core, what they’re working toward, the defenses to anticipate, questions built for this type, what growth could look like in the session, and the red flags to watch. Session prep runs on Coach Pro and above, and on the 14-day trial.
Elena · Type 4w5, so/sx/sp · tritype 4-5-9
04Why coaches stay
Built around what you actually do between Tuesday and Thursday.
Clients set up in one link.
Email an invite from the portal. Your client makes their own free account, takes the assessment, and their full profile lands in your roster the moment they finish.
Session prep from your notes.
Write a few sentences after a session. The portal reads them alongside the client’s core type, wing, tritype, and instinct stack, then drafts your prep: the motivation underneath this client, the growth themes in play, the defenses to expect, questions built for this type, and the red flags to watch. Coach Pro and above.
Teams, mapped.
The org view draws a client company on one canvas, every member by name and type, with owners and admins on the top rank and everyone else beneath them. Coach Pro and above.
Your name on the listing.
Set your practice name, logo, and color once in portal settings. They carry through to your public page in the coach directory and to your practice subdomain, so someone who finds you there sees your practice first. Coach Pro and above.
Built off the live roster.
A new hire joins the team, takes the free assessment, and the map you open next is drawn from the roster as it stands. A group read keeps the words it was written with, so press Regenerate once the roster changes and it rewrites against the current group.
05How a typical engagement runs
A tool that fades into the background of your practice.
- 01 · Intake
Send your invite link.
A new client makes their own free account and takes the assessment. About 15 minutes for them, and it lands in your portal the moment they finish.
- 02 · Prep
Write your note after each session.
Three sentences is enough. The portal combines them with the client’s profile and drafts your next session prep when you open it. Coach Pro and above.
- 03 · Close
Close the file cleanly.
Your client keeps their account, their profile, and their results whether the coaching continues or not. Your notes and session history stay in your portal for the next time they book.
06Coach plans
One workspace. Priced for a working practice.
Coach Starter $159 /month Coach Pro Agency by request 14-day free trial no card required
For individual practitioners. The trial runs at the Pro level for 14 days, so you can judge the whole workspace before you pick a plan. Keep your pricing and your voice.
- Starter: a roster of up to 5 clients
- Pro: a roster of up to 25 clients
- One-link client invites, with the full profile in your roster
- Pairing and group reads for your clients, with no per-report credits
- Private session notes on every client
- Pro: AI session prep drafted from your own notes
- Pro: organization and org-chart views
- Pro: your name, logo, and color on your directory page and practice subdomain
07Before you bring it to a client
What practitioners ask us first.
Do I need to be certified to use this?
The Coach plans are built for certified practitioners, and the portal assumes you already know how to run a typing conversation. It doesn’t try to teach the Enneagram or hand a client a diagnosis. There’s no certificate upload or credential check standing between you and a trial, because we’re not in a position to adjudicate which of the several legitimate certification lineages counts. What that means practically: the tooling assumes professional judgment. The AI session prep drafts a starting point from a client’s profile, and it’s written to be edited by someone who can tell when it has the wrong read. If you’re new to the Enneagram, start with the free assessment and the type library.
Who owns the client relationship and the data?
The client owns their profile. When you invite someone, they create their own account and stay a free member. Accepting a coach invite doesn’t convert them into something they have to pay for, and it doesn’t transfer their results to you. What the invite creates is a coaching relationship linking your account to theirs. You can see each client’s full result: core type, wing, tritype, instinct stack, and confidence. That is a deliberate difference from how team admins work, because a coach needs the full profile to give a useful read. If a client ends the relationship, or you stop subscribing, their profile and results remain theirs.
What happens to my clients if I cancel?
Your clients keep their accounts, their results, and everything already opened for them. None of that is held hostage to your subscription, because it was never yours to begin with. What you lose is the practice layer: the roster view, session prep, organization and org-chart views, and your branded directory listing. The coaching relationships themselves stay in place, so resubscribing restores the workspace instead of making you rebuild it. That’s worth checking before you migrate a practice onto any tool. The question that matters is what your clients are left holding if you leave, and here they hold everything that was already theirs.
How does the free trial work?
Fourteen days at the Coach Pro level, with no credit card required to start. You get the full workspace while the trial runs: AI session prep, organization and org-chart views, and your practice branding, alongside the roster, invites, and session notes. Read the two plans carefully before you convert, because Starter is the smaller one. Starter is $79 a month, or $699 a year, and holds a roster of up to 5 clients, with the roster, one-link invites, pairing reads, and private session notes. Pro is $159 a month, or $1,349 a year, holds up to 25 clients, and keeps the session prep, org views, and branding you had during the trial. Agency is by request, not on self-serve. Situation Reads and Deep Letters cost 1 credit each on every plan. If you don’t convert, nothing is charged and your clients keep their own accounts and results as described above.
What does the AI session prep actually produce?
A structured brief for one session with one client, grounded in that person’s own profile: their core type, wing, tritype and instinct stack, plus the session focus and the last note you wrote. It comes back in 6 fixed sections: who this client is at their core, what they’re likely working toward, the defenses to anticipate, 5 or 6 questions chosen for this type with a line on why each one lands, what growth could look like in the session, and the red flags to watch. It’s a draft, written coach to coach, and it assumes you’ll cut whatever misses the person you actually know. Your own read governs the session. Session prep runs on Coach Pro and above, and on the 14-day trial.
Can I put my own branding on what clients see?
Yes, on Coach Pro and above. Starter doesn’t include branding. Set your practice name, logo, and color in portal settings, and they carry through to your public page in the coach directory and to your practice subdomain, so someone who finds you there sees your practice first. Those two surfaces are where your branding lives today, and it’s worth knowing the edges of that. The product ships no branded client-facing deliverables and no PDF exports, so please don’t plan an engagement around them, and the invite email sends your client to a standard signup page. If you have a specific requirement (a particular deliverable format, or a domain arrangement) ask through the contact page before you subscribe and we’ll tell you plainly what’s supported today.
08We built this for you
Come try it.
The fastest way in is to bring one client. Set them up in a few minutes, run one session with the prep the trial gives you, and decide from there.