Evensteer Desk — one desk for your whole practice

The rule on everything

AI drafts. You approve. Every time.

The Practice Agent reads context — pipeline history, session notes, open invoices — and drafts the next move. Autopilot handles timing after you approve the wording once. Done-for-you marketing from our specialists is optional and separately scoped — a written scope with a fixed price, never a higher plan.

AI drafts the work Follow-ups, summaries, prep briefs, newsletters, and reminders — generated from your voice and templates, then paused for you.

You review exact words One approval queue. Edit or reject. The agent never sends outbound on its own — including on Autopilot recipes.

You approve — it sends from you Email Connections mean replies land in your real inbox, from your address. Clients get you.

The problem, plainly

Eleven tools, zero teamwork — and all of it waiting on you.

Here’s the stack a real practice runs on today — and what each piece actually costs you:

The toolWhat it actually costs you

Website builderlast updated in March

Hosting & domainexpires on a forgotten card

A CRMempty by week three

Your email inboxwhere leads go to get lost

Calendlybooks calls, forgets who they are

Zoom / Google Meetthe call ends, the notes don’t exist

E-sign toolsigned PDFs, filed nowhere

Invoicing appsends fine — chasing is still you

Brevo / newsletter toola list that rarely hears from you

Social schedulerqueues posts you never wrote

Notes appimportant, findable by no one

Evensteer Deskall of it — one record, run for you

And the two problems no tool on that list solves:

They don’t talk to each other. The lead lives in your inbox, the call in Calendly, the contract in the e-sign tool, the invoice in another tab — the same client scattered across seven databases, with you re-typing her name between them. Every “integration” you wire up is one more thing that silently breaks.

None of them acts. Even perfectly connected, every tool on that list is passive — it holds information and waits for you. Nothing reads the situation, notices the quiet lead, drafts the chase, or preps the session. That’s the agentic gap: software you operate versus a system that operates for you.

Desk closes both gaps at once: one record from enquiry to invoice, and AI that drafts the admin — never replaces the human in the room. Starting from zero? Launch Services cover website, domain, and business email before Desk opens.

The integration, shown

One client, end to end. Her name typed once.

This is what “one system” actually means. Follow a single client through it — every step hands the next one its context, so nothing is re-typed, re-attached, or lost between apps:

She finds you — through your site or your Shortlist listing. Her enquiry lands on your leads board, not in a portal you forget to check.

The agent replies in your voice within minutes; you approved the wording once. The discovery call books itself — her timezone, your buffers, reminders out.

The call runs on one link — recorded, transcribed, nothing to install on her side.

The agreement arrives pre-filled from the call’s scope. She signs on her phone; the first invoice queues itself on your terms.

Every session closes itself — a prep brief 30 minutes before, a drafted summary minutes after, her homework on her portal with gentle reminders.

Between sessions she keeps hearing from you — the newsletter in your voice, drafted from real, anonymized themes, approved in batches.

Session 10 of 12 — the renewal conversation is queued before the goodbye session, and the invoice follows the yes.

Every step landed in one record — her history, agreements, invoices, and progress in one place. You typed her name exactly once, at step one.

That’s the difference between nine tools synced and one system: the tools would each need telling. Here, each step already knows.

End to end

Nine rooms, one system

First enquiry to paid invoice to delivered session — nothing lives outside it.

01 — Leads

Enquiries from your site, social, email, or Shortlist listing land on one pipeline board — Enquiry → Discovery → Proposal → Won. AI scores inbound leads. When someone goes quiet, the Pipeline Agent reads the history and drafts the next follow-up, waiting for your approval.

Multi-source captureAI lead scoringPipeline boardDrafted follow-upsLanding pages & lead magnetsPipeline Agent

The Desk pipeline board — a quiet lead flagged, the agent offering to investigate and propose the next step

02 — Marketing Studio

Posts, newsletters, and email sequences drafted in your voice from your AI Voice & Rules settings and anonymized session themes. You approve in batches; sends go out from your own address via Email Connections. Social posts are drafted for you — direct publishing expands in later releases.

Content calendarNewsletters in your voiceNurture sequencesListmonk-powered sendsOpens & replies trackedOptional done-for-you marketing

03 — Bookings & meetings

One booking link syncs to your calendar; every booking logs under the right Lead or Client. Sessions run on Evensteer Meet or your Zoom/Meet — recorded, transcribed, and ready for Client Delivery. Reminders and no-show recovery run on your rules.

Booking pageCalendar syncEvensteer MeetRecording → transcriptAuto-logged to recordNo-show recovery

The bookings week — sessions confirmed, reminder sent, one awaiting confirmation

04 — Agreements & billing

Coaching agreement templates pre-fill from the record. E-sign on a phone, legally binding. Invoices queue on acceptance; overdue invoices get chased on the cadence you set — after you approve the reminder wording once.

Pre-filled agreementsE-signStripe billingPackage & subscription pricingInvoice chasingPayment links

Contracts and billing — agreements signed and awaiting signature, collections and renewals tracked, zero overdue

05 — Client delivery

Rough session notes become a warm summary email, private action items, and the next agenda — nothing reaches the client until you approve. Prep briefs arrive 30 minutes before each session. Optional client portal for homework, goals, and progress timeline.

Notes → summaryPrep briefsClient portalHomework & goalsProgress timelineFamily & team units

A client record — progress timeline, homework, rough notes and the AI-drafted summary awaiting approval

06 — Practice intelligence

Revenue, sessions, pipeline health, and retention on one dashboard. AI flags at-risk clients from signals you choose — missed sessions, slower replies, stalled goals — with suggested next actions, not bare numbers.

Revenue dashboardAt-risk flagsPipeline healthForecastingPractice Agent insightsExport for your accountant

The Today view — revenue and session numbers, the daily briefing, and drafts waiting for one-click approval

07 — Autopilot

Ready-made recipes you switch on: quiet lead for six days → follow-up; invoice three days late → reminder; session tomorrow → prep brief. You approve the exact wording when you turn a recipe on. After that Autopilot only handles timing — it never invents new words.

One-toggle recipesQuiet-lead follow-upOverdue-invoice nudgesPrep-brief schedulingWording approved once

08 — Daily briefing

Open Desk already caught up: top headlines in your niche, a quick world catch-up, and one thing worth learning today — five minutes, every item linked to its source. One shared edition per niche category, refreshed daily.

Niche headlinesWorld catchup5-minute learnSources linkedIn-app & public page

09 — Yours, not ours

Email Connections send from Gmail, Outlook, or custom SMTP — your address, your inbox. Full data export anytime. Per-coach API key and MCP access for the tools you already use. Your business; Desk runs the admin.

Your email addressGmail / Outlook / SMTPFull data exportYour retention rulesPer-coach API key

One desk. Every room of the business.