✦ AI notetaker for coaches

Your session notes, written for you.

Written automatically after every session. Then ask anything about any client.

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🤖 Bot optional 🔒 Never trains on your data 🔗 Zoom, Meet & Teams
R Session with Rachel · Today

•Ready to send the pilot proposal to her manager

•Pattern: undersells her wins in group settings

•Next: practice the direct ask

5 action items Follow-up email drafted ICF feedback ready
For coaches, by coaches

Built with ICF-certified coaches with 20+ years in practice.

✦ Ask anything

Perfect client memory

Ask anything about any client — answered from every session you've ever had with them.

Answered from every past session.

CoachRocks is with you before, during and after every session.

Before the call
✦ Discovery-call prep

Nail the first call before you dial in.

Paste a prospect's LinkedIn or intake form, and CoachRocks builds your prep brief — their likely pain points, the questions to ask, the objections to expect, and how to position your coaching.

Paste LinkedIn Likely pain points Client hypothesis Questions to ask Objections Call flow
Sources: LinkedIn Intake form Website Your notes
Likely pain points Questions to ask Objections to expect
Discovery-call prep from a LinkedIn URL.
Last-session recap Session agenda Questions to explore Coaching angles
R Next session · Rachel
Last time: pilot proposal sent
Agenda: 3 items ready
Watch for: avoiding the ask
Your next session, prepped before you start.
✦ Next-session prep

Walk in already knowing where you left off.

Before each session you get a brief: last time's recap, a suggested agenda, and the patterns and blind spots to watch for.

During the call

Be fully present.

It records in the background — or upload it yourself. You focus on your client, not on taking notes.

After the call
✦ Meeting analysis

The full session, analyzed in minutes.

Minutes after the call: a clean summary, action items and goals, the pain points you uncovered, ICF-aligned feedback on your coaching, and a follow-up email ready to send.

Summary Action items Pain points & goals Follow-up email Coaching feedback Content ideas Mind map
Analyzed · minutes after the call
Summary
Action items
Pain points
ICF feedback
Follow-up email
Full analysis, minutes after the call.
Session timeline Where we began Breakthrough Growth so far
R Rachel · 8 sessions
Session 1 · Where we began
Undersold her wins. Avoided the direct ask.
Session 3 · ✦ Breakthrough

“I don't need the whole plan. I just need the next honest step.” — Rachel

Session 8 · Now
Leads with her wins.
Their whole transformation, mapped.
✦ Client transformation

See every client's growth, session by session.

Over time, CoachRocks maps each client's journey — awareness, ownership, follow-through — and marks the breakthroughs, so you can show the whole arc of their transformation.

✦ Beyond notes

Runs your practice, the way you run it.

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✦ Always organized

Every client, organized automatically

Schedule a client's first session and CoachRocks creates their profile on the spot. Every session's analysis files itself there — nothing to file yourself.

CoachRocks client roster
R Rachel
Active
Focus: Pilot proposal
Next session: Thu, 2:00 PM
M Marcus
Inquiry
Focus: Team offsite
Next session: Fri, 10:00 AM
✦ Effortless marketing

Your best content is already in your sessions

· Short-form video scripts (Reels, TikTok, Shorts) · Quote cards from real session moments · LinkedIn posts in your voice
LinkedIn Instagram TikTok YouTube

“The breakthrough was asking for help — not having the plan.”

LinkedIn Instagram TikTok YouTube
How it works

Set up once. It shows up to every session.

1

Connect your calendar

Google or Outlook, or both.

2

Bot joins — or tap record

Let the bot record automatically, or skip it and hit record when the session starts.

3

Insights minutes after each session

A clean summary, action items, and a ready-to-send follow-up.

Fits the tools you already use

Connect once, set up in minutes. CoachRocks shows up to every session.

Google Meet Zoom Microsoft Teams Google Calendar Outlook
✦ Privacy & security

Your clients trust you. You can trust us.

Coaching conversations are personal. CoachRocks keeps every session private, secure, and yours.

Never used to train AI

Your sessions and client data are never used to train AI models.

Encrypted, in transit and at rest

Your data is encrypted in transit and at rest, so every client conversation stays private.

GDPR-ready, DPA on request

Built to meet GDPR, with a Data Processing Agreement available on request.

✦ Before you start

Questions coaches ask us

Still have a question? Email us at support@coachrocks.com

Only if you want the hands-off route. Connect your calendar and CoachRocks joins and records automatically — or skip the bot and just tap record when your session starts, or upload a recording afterward. You're always in control of what gets recorded.

Remember every session. Understand every client.

So you always know your client's full story.

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