The gap between coaching sessions is where progress stalls. Taskade Genesis builds a live business coaching portal from one prompt — linking each client's goals to their action steps, session notes, and an AI accountability agent that checks in so you don't have to.
What Is a Business Coaching Client Portal?
A business coaching client portal is a private workspace where each client tracks their goals, reviews session recordings and notes, marks action items complete, and interacts with an AI agent between calls — all inside a consistent, coach-branded experience.
Why Use a Business Coaching Client Portal?
Coaching ROI is invisible without a structure to make it visible. This portal builds that structure automatically.
- Goal-to-action links: Relationship fields connect high-level goals to weekly action steps and deadlines.
- Session library: Each session record stores notes, recordings, and follow-up tasks in one linked view.
- AI accountability agent: An embedded agent prompts clients with their commitments and celebrates wins using persistent memory.
- Progress board: Board view moves goals through stages — identified, in progress, achieved — for instant motivation.
- Automated check-ins: Reliable automations send mid-week nudges without any manual effort from your side.
Who Should Use a Business Coaching Client Portal?
- Executive coaches working with C-suite clients on leadership and strategy goals.
- Business growth coaches running 90-day program cohorts for entrepreneurs.
- Life-to-business coaches bridging personal development with professional performance.
- Team coaches facilitating organizational transformation across leadership groups.
- Career transition coaches guiding clients through job searches and pivot plans.
How To Build a Business Coaching Client Portal?
- Click Use Template to clone the portal — your client's workspace is live in about 10 seconds.
- Add the client's goals as top-level records and link their action steps using the Relationship field.
- Switch to Board view to track goal progress through defined coaching stages.
- Set up the AI accountability agent via /learn/agents/custom-agents to send between-session prompts.
- Configure automated weekly check-ins at /learn/automation/automations-execution.
Discover coaching apps built by the community at /community, explore intelligent agents at /agents, or find more templates at /templates.