A beautifully simple client tracker plus a Claude Morning Brief that keeps it up to date for you. It takes the mind-numbing admin off your plate, so you can do what you became a coach to do: be with people.
Instant access · Works with Gmail or Outlook · Set up in under an hour
Your leads live in your inbox, your DMs, your Calendly and your head. You fit discovery calls around client sessions, school runs and maybe a day job too.
So things slip. Someone said “let me think about it” three weeks ago and you haven't heard since. You meant to check in with a past client. You're not quite sure who has paid.
Every forgotten follow-up is a client who might have said yes. Over a year that adds up to real income, and a constant hum of “what have I forgotten?”. The advice is always “hire a VA”. But that isn't realistic when you're still building.
That's Client Calm.
Wow Olivia this sounds amazing! You know so much about the business building side! You should definitely package this up as a digital guide for other coaches! It would apply to any niche too. X
Oh my goodness!!! Yes please!!!!! 🙏 Amazing Liv!! Thank you!!! ☺️
This is blowing my tiny mind
No way!!!!!! This is incredible!!!!! That's dreamy! 😆
You should give us a workshop Liv! ❤️ 💯
Every lead, client, payment and check-in in one beautiful tracker, with a Today view that shows who needs you.
Claude checks your email, calendar and bookings each weekday, updates your tracker and tells you exactly what it changed.
Warm emails in your voice, waiting in your drafts. You read, tweak and press send. Nothing goes out without you.
This isn't about handing your coaching to a robot. Claude never speaks to your clients. It does the copying, checking and remembering that drains your energy, so every word your clients receive still comes from you.
The result? More time in sessions, more presence on calls and more headspace for the creative, meaningful work only you can do.
A beautifully designed Google Sheet with seven tabs, including a Today view that shows who needs you at a glance. Copy it and it's yours.
A 15-page step-by-step playbook to connect Claude, teach it your voice and switch on your Morning Brief. Plus how to build your own tracker and simple data-safety basics.
Every prompt, in order and ready to paste into Claude, including bonus prompts for a Friday review and testimonial nudges.
✓ Run discovery calls and work with clients one to one
✓ Juggle leads across email, DMs and booking links
✓ Know you should follow up more, but life gets busy
✓ Aren't ready, or don't want, to hire a VA
✕ Already have a CRM you love and actually use
✕ Would rather not use AI in your business
Quick honesty: you'll need a paid Claude plan to connect your tools and schedule your brief.
I spent 15 years in education, including leading a school from special measures to Outstanding as a young headteacher. Long before AI, my superpower was building simple systems that freed up my time for what mattered most: people. When AI arrived, I used it the same way, so I could be more creative and more present.
Now I coach ambitious leaders through Liv Well Collective, drawing on how the brain learns and how to break big things down simply. I built this for my own business, so I could stop carrying every follow-up in my head. When fellow coaches saw it, they asked me to package it up. So I did.
Less than the cost of two hours with a VA, and it works for you every single morning. Instant access.
The PDF guide only. Set it all up yourself, including building your own tracker.
Get the GuideThe Google Sheet template and the PDF guide together. Copy the tracker, paste the prompt and you're up and running.
Get Client CalmInstant access. All sales are final.
Yes. If you can copy a Google Sheet and paste a message into Claude, you can set this up. The guide walks you through every click, and every prompt is ready to copy and paste.
A Google account, your business email (Gmail or Outlook) and a paid Claude plan, which you need to connect your tools and schedule your brief. Calendly and Zoom are optional extras.
Never. It drafts follow-ups and saves them in your drafts folder. You read, tweak and press send. Every decision stays yours.
Your tracker lives in your own Google account and Claude only sees the tools you connect. Nothing comes to me. The guide includes simple good practice for keeping client details private.
If you run discovery calls and work with clients one to one, it will. Therapists, consultants, practitioners and trainers all fit beautifully.
Because you get instant access to digital files, all sales are final. Have a question before you buy? Send me a message on Instagram at @livwellcollective_.
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