Brea for online coaches
Brea preps you before each call, writes up the session afterwards and handles the agreement, invoice and rebooking around it. You approve anything that goes to a client.
A day with Brea
- 7:00 am
Today's calls
Brea texts you today's sessions with what each client committed to last time.
- 9:45 am
Before the 10:00
15 minutes before each call on your calendar, Brea sends the client's last recap.
- 11:00 am
Session recap
An hour after the call, Brea adds notes from the Fireflies transcript to the client's Notion page and drafts the recap email.
- 1:00 pm
New client paid
Dana's payment comes through in Stripe. Brea prepares her agreement in Docusign and a welcome email with your Calendly link.
- 3:00 pm
Group call recording
Your Zoom recording is ready. Brea pulls the questions people asked into your Notion notes.
- 5:00 pm
Failed payment
A Stripe charge fails. Brea drafts a kind note to the client with the amount due.
Things to text Brea
Session prep
At 7pm the evening before each coaching call on my calendar, text me the client's last recap and anything they committed to.
Brea reads the call and your Notion notes and sends a one-screen brief.
- Calendar
Session recap
An hour after each coaching call on my calendar, take the Fireflies transcript, add private notes to the client's Notion page, and draft a recap email with what we agreed.
Brea writes up the session and holds the email for your OK.
New client welcome
Once Dana's payment comes through in Stripe, send her the coaching agreement in Docusign and a welcome email with my Calendly link for the first session.
Brea checks Stripe every 30 minutes, wakes up only when her payment shows, and sends the agreement and the welcome after you approve.
Renewal watch
Every Monday, check Stripe for failed payments and packages ending in the next two weeks, and draft the reminder or renewal note for each.
Brea finds who needs a nudge and drafts each note for you to send.
In the apps you already use
Notion
Keeps each client's page: recaps, commitments and private notes.
Fireflies
Turns each call transcript into a recap and next steps.
Zoom
Picks up new cloud recordings for your session notes.
Stripe
Watches payments, failed charges and packages coming up for renewal.
Docusign
Sends the coaching agreement and tells you when it's signed.
Calendly
Puts your booking link in welcome and rebooking emails.
What the busywork costs.
- A year lost to scheduling and billing admin
- 140 hrs
- Faster session write-ups with an AI assistant
- 40%
How online coaches text Brea
Brea acts. You stay in charge.
Brea does the work, but nothing important happens without you. Your agent runs in its own private, isolated workspace.
You approve what matters
Before Brea sends, deletes, shares, or changes a setting, it asks you in iMessage. Reply allow, always, or deny.
Every payment is yours to approve
Brea pays only after you approve the payment in Link by Stripe. Each purchase uses a new one-time card.
Passwords stay out of chat
You save site logins on a secure Brea page, not in a text. They are encrypted, and the AI never sees them.
You control what it remembers
See and delete what Brea remembers about you, or just ask it to forget.
By now your agent could already have started.
Your to-do list, handled. Send Brea a text in iMessage and let it take it from there. Free, with every feature included.