Professional Client CRM & Invoicing Platform for Executive Consultants
Manage high-ticket coaching retainers, session action notes, calendar integration, and automated client updates.
By eliminating 15 hours/month of unpaid admin work (progress reporting, invoicing, scheduling) at an average rate of $200/hr, TheBookOfBiz delivers $3000/month in value for a $14/month investment.
Common Administrative Challenges Resolved
High-billing admin overhead taking time away from strategy work.
Client expectation for immediate, structured meeting recaps after advisory sessions.
Tracking multi-thousand-dollar coaching block retainers.
Features Purpose-Built for Executive & Business Coaches
Executive Session Recaps
Synthesize complex strategy session notes into crisp executive summaries using Gemini AI.
Retainer Ledger
Real-time client credit balances with automated low-balance alerts.
Calendar Synchronization
Flawless 2-way Google Calendar sync for executive availability.
Frequently Asked Questions
Is client data isolated and secure?
Yes, strict Row-Level Security (RLS) in Supabase ensures 100% data sandbox isolation per account.