Coaching Business Intelligence Platform
Turns raw transcripts and client data points into consistent, actionable weekly intelligence reports and coaching recommendations.
report_problemThe Problem
High-end coaching firms record hundreds of hours of client calls every month. Extracting actionable insights, tracking sentiment changes over time, and identifying churn risk required manual review of transcripts or disjointed note-taking applications. The result was a fragmented view of client health and delayed interventions.
psychologyThe Solution
We developed an automated transcription and analysis ingestion layer using Whisper and n8n. These transcripts are fed through OpenRouter via Claude/GPT models structured to assess engagement metrics, extract key friction points, and output standardized data matrices. The data is securely visualized on Google Sheets and aggregated via Tally forms, creating a centralized command center.
Project Demo
The Results
Reduced Manual Workload
Saved coaching staff 15+ hours per week previously spent on summarizing notes.
Standardized Reporting Cadence
Created uniform, objective intelligence metrics across distinct coaching styles.
Engagement Drop Detection
Implemented an early warning system that flags clients at risk of churn.