The coach workspace

If you coach or advise leadership teams, the coach workspace gives you one place to follow every client: their Monday briefs, how check-ins are going, and your own private notes. It comes with the Coach / Advisor plan, for up to 10 client companies.

For coaches: set up your practice

1. Create your ClearAim company for your coaching practice.
2. Open Settings → Coach and turn on This is a coaching practice.
3. Head to your coach workspace at /coach/.

Invite a client

1. In your coach workspace, invite a client by the email of the client company's owner.
2. The client's owner or an admin accepts the invite in their own Settings → Coach.
3. Accepting turns coach access on, and the client's briefs show up in your workspace.

You can work with up to 10 client companies.

What a coach can see

Only clients who have turned coach access on, and for each of them:

• Their CEO briefs, the same ones the CEO receives
• A brief feed that brings all your clients' briefs together in one stream
• Their check-in reply rate, so you know how the habit is landing
• Your private coaching notes

Coaching notes belong to your coaching practice. Only your practice can see them. The client never does.

White-label emails

Make ClearAim feel like part of your coaching. With white-label emails, your clients' check-ins, briefs and recaps carry:

• Your logo
• Your from-name
• Your accent color

A small "Powered by ClearAim" line sits in the footer.

For clients: you stay in control

Working with a coach is always your company's choice.

• Accept the invite in Settings → Coach. Only the owner or an admin can do this.
• Turn coach access off and on any time. While it's off, your coach sees only your company's name, marked "Access paused": no briefs, no reply rate.
• Remove the coach whenever you like.

Your coach never sees more than what's listed above, and only while access is on.

Tips for coaches

• Read the brief before each session. "Needs your decision" and "newly needs attention" make great conversation starters.
• Keep a running note per client so every session picks up where the last one left off.
• Talk about the reply rate together. A dip is usually a sign the questions or timing need a tweak, which the client can change in Settings → Check-ins.