Coaches
Start every session knowing where your client stands
Invite clients with a code, and get a pre-session brief built from what each client shares. Keep session notes and follow-ups in one place, under your practice’s name and logo.
Independent coaches and coaching practices. The workspace is free for now.
What a coach sees
This is the client list as a coach opens it. Maya Ortiz Coaching and the clients are invented.

Your clients Sample data
Grade, trend and week in search sit side by side, so you can see who is slipping before the session. The people and numbers are invented.
More of the workspace

Pre-session brief Sample data
It is built from what the client shares with you, so you start the session with what the client did and did not do. The people and numbers are invented.

Full client view and session log Sample data
A note and a directive take one minute. Directives you write show up in the client’s plan, and your private notes never do. The people and numbers are invented.
How it works
Set up your account
Create your coach account and add your practice name and logo, which go on the tools your clients see. You do not need an organization.
Invite clients with a code
Each client joins with your code and chooses what to share. You keep billing your clients your way.
Prepare, then follow up
Read the pre-session brief, then log the session. Directives you write show up in the client’s plan, and your private notes never do.
Plans
The coach workspace is free for now.
Coach workspace
FreeIndependent coaches and coaching practices
- Invite clients with a code
- See the plan, applications and progress each client chooses to share
- A prep page before each session
- Session notes and follow-ups
- Your practice name and logo on the tools your clients see
Every plan for every portal is on the plans page.
Questions
What do I see about a client?
The plan, applications and progress each client chooses to share, with the execution grade and trend beside the week in search.
What is in the pre-session brief?
Seven tracked dimensions of the search read from the client’s recent activity and your last notes, the market reality assessment, a suggested opening question, the last mood check-in and the actions the client committed to this week.
Can my clients see my session notes?
Directives you write show up in the client’s plan. Your private notes never do.
Do I bill clients through NextChapter?
No. You invite clients with a code and keep billing them your way.
Can I put my practice’s name on it?
Yes. Your practice name and logo appear on the tools your clients see.
Can clients book sessions through NextChapter?
Booking sessions through NextChapter is not available yet.
Set up your coach workspace
Create an account and invite a client. Questions before you start: send us a message.