For Wellness & Metabolism Coaches

Your call just ended.
The work shouldn't.

CoachNotes listens to your coaching sessions and automatically writes the follow-up email, SOAP note, and action items โ€” in your voice, in seconds.

Get Started FreeFree for up to 2 clients. No credit card required.
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Session with Sarah M.
Just completed ยท 47 min
โœ“ Ready
๐Ÿ“ง
Follow-up email
Drafted in your voice
๐Ÿ“‹
SOAP note
S/O/A/P structured
โœ…
3 action items
Extracted automatically
โš ๏ธSafety check: Magnesium + blood pressure medication โ€” review dosage timing.
๐ŸŽ™๏ธDeepgram transcription
๐Ÿ“งAI follow-up emails
๐Ÿ“‹SOAP note generation
โœ…Action item extraction
โš ๏ธSupplement-drug safety checks
๐Ÿ“†Calendly integration

From recording to ready in minutes

No transcription software to manage. No templates to fill in. Just upload and review.

01

Upload your recording

Drop in your session audio after the call โ€” or connect Calendly and CoachNotes preps the session automatically beforehand.

02

AI processes everything

Deepgram transcribes the audio. Claude analyzes it with your client's health profile โ€” medications, supplements, goals โ€” and generates a full output package.

03

Review, send, and move on

Edit the follow-up email in your browser, send it via Gmail, check off SOAP notes and tasks. Done in under 5 minutes.

Everything a coaching practice needs

Built specifically for metabolism and wellness coaches, not generic note-takers.

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Follow-Up Emails

AI drafts personalized post-session emails in your voice โ€” tone, structure, sign-off and all. Edit, approve, and send via Gmail without leaving CoachNotes.

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SOAP Notes

Structured clinical notes generated from each session transcript. Fully editable, formatted to your preferred layout.

โš ๏ธ

Safety Checks

Automatically flags supplement-medication interactions from your client's profile before every session. 20+ pre-built rules plus custom rules you define.

๐Ÿ“…

Session Prep

Nightly cron generates prep notes for tomorrow's sessions โ€” pulling in health history, recent labs, open tasks, and safety warnings. You arrive ready.

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Email Campaigns & Series

Send bulk emails or enroll clients in multi-step email sequences with configurable delays. Full merge field support and Gmail delivery.

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Lab Results

Upload lab PDFs or screenshots and Claude extracts all test values automatically. Results stay attached to the client's profile for future reference.

Simple, honest pricing

Start free. Upgrade when your practice grows.

Free
$0/month

Perfect for trying CoachNotes with your first clients.

  • โœ“Up to 2 clients (total)
  • โœ“Full AI pipeline
  • โœ“Follow-up emails
  • โœ“SOAP notes
  • โœ“Safety checks
  • โœ“Email campaigns
Get started free
Pro
$49/month

For coaches with a full client roster.

  • โœ“Unlimited clients
  • โœ“Everything in Free
  • โœ“Email series / funnels
  • โœ“Calendly integration
  • โœ“Lab results extraction
  • โœ“Priority support
Start with Pro