Stronghold CRM — Phase 1

Welcome back.

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Total Clients

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New (7 days)

Quick Actions

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Add a New Client

Create a client record and generate an assessment access code & link to send.

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Review Clients

Click any client to see their assessment data, healing plan, flagged areas, and notes.

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Admin & Tools

Preview the client experience, manage settings, and access internal tools.

Recent Clients

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Click "Add a New Client" above to start.

Admin & Tools

Internal-only. Clients never see these directly — they get the assessment link via "Add a New Client" above.

Preview Solo Assessment Preview Couples Assessment Preview Healing Plan Open Legacy CRM

Settings

Practice profile · AI personalization

Practice Profile

First Name

Last Name

Practice Name

AI Calibration — How the AI Should Work With You

Macy AI and the coaching plan generator read this profile to match your style, credentials, and scope of practice. The more you tell us, the better your plans and AI responses fit how you actually work.

Your Credentials (check all that apply)

Other credentials (free text)

Years of Experience

License State (if licensed)

Specialty Training (check all)

Other specialty training

Feedback Style

Couples Session Structure Preference

Homework Intensity

Faith Integration

Preferred Scripture Translation

Scope Expansion (only check if you're licensed AND trained — this changes how the AI gates clinical cases)

I can address trauma processing directly
Requires: licensed clinical credential + EMDR/somatic/IFS training I can treat active substance use disorders
Requires: SUD certification or LADC I can do clinical assessment and diagnosis
Requires: LPC, LCSW, LMFT, PsyD, or PhD I coordinate with psychiatrists for medication management
Requires: clinical license with med-management referral protocol

⚠ Each box you check loosens the Readiness Gate for that condition. Only check what you're genuinely credentialed and trained for — this drives clinical safety.

Preferred Plan Length

Session Cadence

Anything Else the AI Should Know

This text gets injected directly into Macy AI and coaching plan prompts. Be specific.

Add New Client

Assessment Link

Healing Plan