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Coaching & consulting

Turn “Can I pick your brain?” into a booked first session.

For consultants, fractional executives and coaches hired by referral: a card that takes the inquiry, and a private Client Hub for each client.

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Opened when Maya said yes

Maya · Executive coaching

Jordan’s room

INVITE-ONLY

Session 5 · Recap and homework

  • 1
    The one meeting to hand off this month
  • 2
    A feedback script for your two leads
  • 3
    Homework: ask your manager for one priority
Discussion for this Note

Jordan: Can my manager join the next review?

Maya

Maya

Executive coach

Open for projects

Request a session

maya.solobase.me

Your pipeline

Six steps, in your words.

For example: Maya, executive coach.

Live

Found

An HR leader asks to pick your brain about a new VP. You answer with your card, and she passes it on.

Live

Asked

They pick “Six months, new-leader program” and say what the first year looks like.

Live

Yes

You say yes. Their Client Hub is already there, with their own words as the first note.

Live

Work

After each session, the recap and the homework are a note; you tell them it is there.

Live

Paid

Send each installment’s invoice in their Client Hub; they pay your own Stripe.

Live

Again

In month six they read the whole journey back, and the next referral comes.

Stories

Maya

Maya

Executive coach

Open for projects

Request a session

maya.solobase.me

One tap, and Jordan picked “Six months, new-leader program”.

“Can I pick your brain?” from an HR leader

The people are illustrative, not customers. Each story shows how a practice like theirs runs on SoloBase.

Before

Free advice first, then notes that vanish

With SoloBase

A recap and homework note after every session

Now

Month six: the whole journey in one place

Maya coaches newly promoted leaders, six months at a time, often paid for by their company. She loves the work, and two things used to wear on her: the free advice people expected first, and the session notes that stayed in her notebook while the homework sat in an email the client lost.

An HR leader she once worked with writes: “Can I pick your brain about a new VP of ours?” Maya answers with her card instead of a free hour. The HR leader passes it to Jordan, the new VP, who taps it, picks “Six months, new-leader program” and writes what the first year looks like.

With SoloBase, Maya accepts, and Jordan’s Client Hub opens with those words as the first note. After each session she posts the recap and the homework as a note and tells Jordan it is there; Jordan asks on the note between sessions. In month three she opens a shared Client Hub for a three-way review with Jordan’s manager.

What changed: in month six, Jordan reads the whole journey back, from the first worry to the last review, and the HR leader sends the next VP. The Client Hub outlives the engagement.

Coming: the program billed monthly by itself.

More stories from this group

Marcus

Operations consultant

A CEO who read his analyses
Findings in email, forgotten after the project→Project two starts where the first one ended

Marcus fixes operations for mid-size companies, four weeks at a time. A CEO who read his published analyses asks from his card and describes what is slowing the company down.

He answers with his scope and price in their Client Hub, then invites the CEO, the COO and the head of finance into it. Each week’s progress is a note he tells them about, the findings are notes they discuss line by line, and the recommendations stay there after the four weeks end. A year later, the second project starts in the same Client Hub, with everything from the first. The Client Hub outlives the project. (A monthly retainer that bills itself is coming.)

Priya

Fractional CMO for four companies

A CEO who read her playbook
Her thinking scattered across four clients’ chats→The new full-time CMO is up to speed in an afternoon

Priya is the part-time CMO for four companies at once. She used to live inside four clients’ chat workspaces, and her thinking disappeared into the threads.

Now each company has a shared Client Hub with the CEO and the head of marketing: a “This week” note every Monday, the monthly strategy as a note, and a heads-up when it changes. The clients come to her place instead of her going into theirs. When a company hires its full-time CMO, the new CMO reads the Client Hub and is up to speed in an afternoon. The Client Hub outlives the engagement.

Closer to your trade

Read the page for yours.

Coaches

Sell the package, and keep the work between sessions in one Client Hub per client.

Read more

Consultants

Scope the brief in a private Client Hub before you name your price.

Read more

Fractional executives

Two to four companies at once, one Client Hub each.

Read more

Advisors

Put your terms on the card and keep the answers.

Read more

Coaching & consulting: questions

Is this a course platform?

No. SoloBase is for the work you do with each client: the inquiry, the Client Hub, the notes between sessions. It has no course catalogue.

How do we pick a time?

In the client’s Client Hub, the way that suits you: a line in the chat, or a call booked at your open times.

Your next referral is about to look you up.

Make your card in a minute. The Client Hub is there when the first client says yes.

SOLOBASE

Headquarters for a company of one.

Your Studio: a card on your own domain, a private Client Hub for every client, a Community Hub for your crew and your members, and every payment straight to your Stripe.

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