Members only
The Evensteer Platform · the core product · members only

One desk for leads, bookings and billing.

Evensteer Desk is a CRM for coaches and mentors, with one record for each client from first inquiry to paid invoice. One login takes the place of five. You get AI drafts of the follow-ups, a specialist reviews the parts that matter, and nothing goes out under your name until you’ve approved the wording.

See it working The whole Platform
The rule on everything

Every AI draft waits for your approval.

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. Further work from our specialists, such as marketing, sales or admin, is optional and separately scoped: a written scope with a fixed price, never a higher plan.

01

AI drafts the work. Follow-ups, summaries, prep briefs, newsletters, and reminders, generated from your voice and templates. Then each one waits for you.

02

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

03

You approve, then 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 generic 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 in one record, sent in wording you approved

And the two problems no tool on that list solves:

01

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 is scattered across seven databases, and you re-type her name between them. Every “integration” you wire up is one more thing that silently breaks.

02

None of them acts. Even perfectly connected, every tool on that list is passive. Each one holds information and waits for you. Nothing reads the situation, notices the quiet lead, drafts the chase, or preps the session. Desk does that reading and drafting. You still decide what goes out.

Desk closes both gaps at once. You get one record from inquiry to invoice, and AI that drafts the admin but 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, from first inquiry to paid invoice. 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:

01

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

02

The agent sends her a first reply in your voice within minutes, from wording you approved in advance. The discovery call books itself around her timezone and your buffers, and reminders go out.

03

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

04

The Desk fills in the agreement from the call’s scope. She signs on her phone, and the first invoice queues itself on your terms.

05

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

06

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

07

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

08

Every step landed in one record, with 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.

Inquiry to invoice

Nine rooms, one system

From first inquiry to paid invoice to delivered session, nothing lives outside it.

01 — Leads

Inquiries from your site, social, email, or Shortlist listing all land on one board. The board has four stages: inquiry, discovery, proposal and won. AI scores each new lead. When someone goes quiet, the Pipeline Agent reads the history and drafts the next follow-up for you to approve.

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, and emails go out from your own address via Email Connections. Social posts come to you as drafts. Direct publishing expands in later releases.

Content calendarNewsletters in your voiceNurture sequencesListmonk-powered sendsOpens & replies trackedSpecialist services, optional
The Marketing Studio — this week's drafts in the member's voice profile, with the live draft preview

03 — Bookings & meetings

One booking link syncs to your calendar, and every booking logs under the right Lead or Client. Sessions run on Evensteer Meet or your Zoom/Meet. The Desk records and transcribes each one, then passes it to 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. You approve the reminder wording once, and the Desk chases overdue invoices on the schedule you set.

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. You approve everything before the client sees it. You get a prep brief 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 clients who might leave, based on signs you choose: missed sessions, slower replies, stalled goals. Each flag comes with suggested next steps, 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

Autopilot comes with ready-made recipes you switch on. A lead quiet for six days gets a follow-up. An invoice three days late gets a reminder. A session tomorrow gets a 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. It takes five minutes, and every item links 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 your own SMTP server. Your address, your inbox. Export all your data anytime. Each coach gets an API key and MCP access for the tools you already use. It’s your business. Desk drafts the admin, and you approve it.

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

We don’t sell seats. We choose members.

No public signup page. Members are coaches and mentors we already work with through services. We know their practices because we helped build the foundation.

When Desk opens for you, it’s because we brought you in. That keeps every room worth being in.

The other three rooms, on the same membership.

The Roundtable The Roster The Shortlist

Four rooms, one membership. We choose who comes in.

Membership · chosen, not sold

The way in is working with us.

Members come from the people we build for. Start there, and let the work speak.

Start with the services

Ready to talk it through? Write to us. One person replies within one working day.