Workflow · Delivering an engagement
One place to run every session
Session notes, tasks, resources, and messaging, all tied to the client. Kaido keeps the engagement organized so you stay focused on the coaching. Here is one full session cycle.
Step one · The session
You book the next session in seconds
From the client record, pick the next available slot and book it, or let the client choose a time themselves. Either way it lands on both calendars automatically, synced to Google or Microsoft, confirmations sent.
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kaido · sessions
CalendarTableCancellationsSettings+ Schedule session‹ PreviousJuly 2026
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Discovery · James O.
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Clients only ever see what's truly open, across every calendar you live in
Set your availability
Mon · Thu9:00 AM – 5:00 PMWed1:00 PM – 5:00 PMFriKept freeBlock against these calendars
Personal· GoogleFamily· iCloudTeaching gig· OutlookSave availabilityStep two · The notes
Write your session notes where the client lives
Before and after each session, write notes directly on the client record. They link to the session date, not buried in a separate app, so the whole history of the engagement reads in one place.
kaido · notes · session 4
Elise Fontaine · Leadership 1:1 ▾Share with clientSaveSession 4 · delegation breakthrough
H1H2H3BIU• listPrivate by default · share any note to the client portal with one toggle
Step three · The work
Send resources and assign tasks between sessions
After the call, drop in a PDF, a link, or a worksheet and assign one to three tasks with due dates. And if you run a course, queue the next chapter too, entirely optional, there when you want it.
kaido · resources · elise fontaine
Drag files here, or browse
- Wheel-of-life template.pdfPDF · 240 KB
- Session recording · Jul 7.mp4Video · 182 MB
Every file lives with the client it belongs to
+ New Google Doc linkStep four · The client
The client works, and you see it happen
Your client reads the resource, checks off tasks, and sends you a message when something clicks. You see progress without asking for a status update, including course chapters if you assigned any.
kaido · tasks
Clients
Lisa MartinezCareer transition5Emma JohnsonExec leadership3Tasks for Lisa · what she owns
Complete the skills & strengths inventory
May 31Write your 'ideal next role' summary
Jun 5Complete initial assessment survey
Jun 5Schedule 2 informational interviews
Jun 9Draft personal vision statement
Jun 28
Your tasks · what you owe them
Prepare mid-program report
Jun 28Step five · The loop
Mark it done. Queue the next one.
Add a reflection note, mark the session complete, and book the next one, all from one screen. The engagement record builds itself as you go, session by session, until the arc is complete.
kaido · tasks
Committed to in session
1 of 3 complete
- Add reflection note to session 3Done
- Mark session 3 completeToday
- Confirm session 4 · Thu 10:00 AMJul 24
Your client sees these in their portal. You see the status before the next call.
Worth saying twice
Great delivery feels effortless. It never is, something is carrying the load.
Either the load sits on your working memory, or it sits in a system. Your clients cannot tell the difference on a good week. They absolutely can on a bad one.
The other journeys
Run delivery like it is someone's whole job. It is Kaido's.
Thirty days free with your real clients and your real programs. If Kaido doesn't hand you hours back, keep the sticky notes.