Totals from your spreadsheet
Total, paid and pro bono hours are read from your own sheet. A recent-engagement table shows what has been recorded.
Enter the client, hours and date in one row. The entry goes into your existing spreadsheet, with your totals and formulas intact.
An unfinished hours log means reconstructing old sessions from the calendar. A short entry after each session keeps the record current.
Choose the client and enter the hours, date and paid or pro bono status.
The system checks for an existing client match. You resolve any mismatch.
Confirm the entry. Your own spreadsheet records it and updates its totals.
Total, paid and pro bono hours are read from your own sheet. A recent-engagement table shows what has been recorded.
Typing a name suggests five matches at a time. A new client requires a separate confirmation.
After a recorded call with a known client, the hours go into that client's row on their own. Calls under 8 minutes are skipped. A new name waits for you to confirm it, so a prospect's discovery call does not become a coaching-hours entry.
The system writes into your format. Credential-level progress tracking is not part of this system.
Brightwood builds this around your coaching business and maintains the connections as your process changes.
How we build and run your systemsShort answers to common questions.
We build and run AI systems around your coaching business. That can include session prep, follow-up drafts, onboarding, resource recommendations and client records. We start with the work that takes the most time in your week.
Both. For independent coaches, we focus on time spent between sessions. For coaching companies, we also look at consistency, team visibility and keeping client information connected.
No. We build the system, connect it to your workflow and maintain it. You receive the briefs, drafts and updates in the places that make sense for your business.
We build from your examples, voice and coaching approach. You review real outputs during the build so the system fits how you actually work.
It depends on your current workload and the systems we build. We look at your actual week on the discovery call instead of promising a number.
We start with your current process. Together, we identify the repeated tasks, the time they take and the work you want to keep doing yourself.
We build systems for repeated work, then keep them running. Your assistant or VA can use the outputs, and you still approve client communications.
We agree on the scope, priorities and delivery schedule after understanding your workflow. The timeline depends on what we are building and what it needs to connect to.
We build the system we agree on. If it does not do what we agreed, we keep working on it at no extra cost until it does.
Each coaching business has its own system environment. During scoping, we map the information involved, the services it will pass through and the access needed for your workflow.
Have a different question? Ask Cruz
Let's find the work you can take off your plate.
Book a discovery call30 minutes with Cruz. Start with your actual week.