Coach
coach@email.com
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Today's Sessions
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Good morning, Coach
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Today's Schedule
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Coming Up
No upcoming sessions
Revenue This Month
$0
0 payments
Needs Attention
✅ All caught up!
To-Do
No tasks yet. Click + Add to create one.
Pipeline
🔥 Hot Leads
No hot leads
Quick Actions
Proposals
No recent proposals
January 2026
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Today's Sessions
No sessions scheduled for today
To-Do List
No tasks yet
Needs Attention
You're all caught up!
Coach Resources
Clients
0 clients
Leads
Review applications and manage your pipeline
| Name | Score | Status | Actions |
|---|
No leads yet? Let's change that.
Share your Apply Link on social media, your website, or email signature to start receiving applications.
New 0
Needs Review 0
Call Booked 0
Closed 0
Finances
Manage billing, payments, and integrations
This Month
$0
↑ 12% vs last month
Outstanding
$0
0 pending invoices
Collected
$0
This month
Steady Ground
$0
10% impact fund
Recent Invoices
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Resources & Tools
Coaching tools and resources for you and your clients
Your Custom Resources
Resources you've created for clients
AI Dictation
Record sessions or get real-time sales coaching
Put your phone on speaker, then tap to start coaching
Works on desktop and mobile
LISTENING...
Put your phone on speaker. Tips will appear when I hear objections or buying signals.
What I'm Hearing
Transcription will appear here...
Record Session
Tap to start recording
Or press Space to begin
00:00
Recording in progress...
Live Transcription
Transcription will appear here as you speak...
✓ Recording complete! What would you like to do?
Past Recordings
0 recordingsNo recordings yet
Messages
Client communications
No text conversations yet
Get a business number in Settings
No communication history yet
Emails and SMS sent to clients will appear here
Support Tickets
Manage client support requests
0
Open
0
Pending
0
Resolved
0
Closed
No Support Tickets
Client support requests will appear here
Support Ticket
John Doe
Technical Issue • Jan 18, 2026
Subject
Subject here
Description
Description here
Your Response
Previous Response
Coach Settings
Customize your CRM experience
Profile Information
Both styles use Dr. Hines' proven methodology. Choose what fits your practice.
Macy: Your AI mentor learns from your sessions to give personalized coaching support. The more you use Stronghold, the better it understands your style and how to help you grow.
Session Defaults
Apply Page (Lead Generation)
Add this to your website so potential clients can apply and take your assessment. Qualified leads can book directly.
Discovery Call Settings
Set to 0 for free discovery calls
Lead Qualification Thresholds
Score 8+ = can book immediately
Score 5-7 = manual review
Leads scoring below the review threshold are offered assessment results for $35 (this fee goes to Stronghold to cover platform costs).
Services / Session Types
Define the types of sessions you offer. These will appear when booking appointments.
Feature Controls
Notifications
SMS Auto-Reply & Automation
Automatically respond when you miss calls or are unavailable.
Sent automatically when a call goes unanswered
🏖️ Out of Office Mode
Auto-reply to all calls and texts
Uses your business hours from Schedule settings above
SMS Quick Replies
Saved templates for common messages
No templates yet. Add common messages you send often.
Sales & Proposals
Configure your sales proposals, packages, and payment links.
This link will be included in proposals. Can be Stripe, Calendly, or any booking page.
💡 Tip: Your payment link will be automatically added to every proposal. Make sure it's set up to accept payments for your packages.
Legal & Terms
📋 Terms are automatically included: Stronghold's platform terms and your custom terms below will be combined in every proposal. Clients must agree before signing.
Appears in your coaching agreement
Clearly state your refund terms
These are added to every proposal alongside Stronghold's platform terms
Link to a separate terms document if you have one
What clients see: When signing a proposal, clients agree to (1) Stronghold Platform Terms, (2) Your custom terms above, and (3) the specific proposal terms. All are emailed to them as a legal paper trail.
Integrations
Stripe Payments
Not connected
Connect your Stripe account to receive payments directly. Takes 5 minutes.
When client pays: $6,000 package → Client pays $6,180, you receive $6,000
QuickBooks
Not connected
Auto-sync clients, invoices, and payments to your QuickBooks.
Google Calendar
Not connected
Sync your sessions with Google Calendar. New bookings will automatically appear in Google Calendar.
✓ Sessions booked in Stronghold will sync to Google Calendar
✓ Google Calendar events will show on your Stronghold calendar
AI Features
✓ Included with your subscription
Dictation, summaries, insights, and coaching AI are all powered by Stronghold. No setup required.
Business Phone
Get a dedicated business phone number for client calls and texts. Keep your personal number private.
Backup & Export
Download a complete backup of all your CRM data including clients, sessions, transcripts, messages, and settings.
Tip: Run backups weekly. Store the JSON file safely. Contact support to restore from backup.
What's included in backup:
System Diagnostics
Run diagnostics to check links, data integrity, and system health. Macy will alert you to any issues.
Click "Run Diagnostics" to check system health
Last run: Never
Results:
Recent Link Errors:
Activity Log
Complete audit trail of all actions for legal compliance. Every login, client view, session, and communication is recorded.
0
Today
0
This Week
0
Total
Recent Activity:
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Includes: logins, client views, sessions, notes, cancellations, emails/SMS sent, Macy conversations, and all data changes.
Danger Zone
This clears browser storage only. Database data is safe.
Client Name
Active
Assessment Summary
No assessment data
Recent Sessions
No sessions
Client Name
Linked with
View couple profile for combined assessment data
Husband
husband@example.com
0
Red Flags
0
Yellow Flags
Assessment Profile
No assessment data
Key Indicators
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Wife
wife@example.com
0
Red Flags
0
Yellow Flags
Assessment Profile
No assessment data
Key Indicators
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Relationship Dynamics Comparison
Assessment comparison will appear here when both partners have completed assessments.
Joint Session History
No joint sessions recorded
Personal Information
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—
—
—
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Status & Indicators
Spouse Name
spouse@example.com
Group Membership
Not in any groups
Financial
Outstanding Balance
$0
$0
Total Paid
0
Sessions
Ask About This Client
Chat with AI about this client's history, assessments, and coaching strategy
Ask me anything about this client...
Session History
No sessions recorded
Coaching Performance
Your coaching feedback for sessions with this client
No coaching feedback recorded yet
Stronghold Assessments
Comprehensive client profiling system
Client Assessment Link
Send this link to your client to complete assessments
Individual Assessments
Personality Profile
Not completed
Core personality type, strengths, and growth areas
Attachment Style
Not completed
How they bond, trust, and connect in relationships
Communication Style
Not completed
How they express and receive information
Stress Response
Not completed
Fight, flight, freeze, or fawn patterns
Emotional Intelligence
Not completed
Self-awareness, empathy, and regulation
Values & Beliefs
Not completed
Core values, faith, and life priorities
Leadership Style
Not completed
How they lead, decide, and influence
Conflict Style
Not completed
How they handle disagreement and tension
💑 Couple Assessments
Compatibility Analysis
Requires both profiles
Strengths, challenges, and growth areas as a couple
Conflict Dynamics
Requires both profiles
How they fight, repair, and resolve
Intimacy & Connection
Requires both profiles
Emotional and physical connection patterns
Quick Entry / Manual Results
Enter assessment results from external tools (Enneagram, DISC, Myers-Briggs, etc.)
Macy Analysis
Comprehensive assessment interpretation
Coaching Plan
Coaching Report
How to work with this client
Generate a detailed guide on communication style, what to say, what NOT to say, and coaching strategies.
Couple Report
How to handle the couple together
Generate strategies for working with both partners, managing dynamics, and facilitating connection.
Coaching Report
AI Assistant
Ask me anything about this client
I have access to this client's full profile, assessment data, session history, and notes. Ask me things like:
- • "What should I focus on in our next session?"
- • "Summarize their assessment results"
- • "What are their main concerns?"
- • "Help me prepare talking points"
- • "Generate a progress report"
Practitioner Notes
Client Documents
Upload worksheets, homework, and other documents for this client. Supported: PDF, Word, images, text files.
No documents uploaded yet
Assign from Resource Library
Quickly assign coaching tools and guides to this client.