Relay
Relay is an AI notepad and relationship manager tailored for coaches, helping you to propel more clients toward their goals.
Sign upConnect your calendar and import your client data, and Relay generates a brief for each upcoming meeting. Adjust manually as you like. Keep your client’s unique details organized and surfaced just when you need them, no matter how many clients you serve.
Stay focused on your client’s needs in the moment while Relay captures what matters. Full transcripts are saved and turned into summaries you can edit and alter however you like. Share sections of the note such as take aways and recommendations with clients while other sections and comments remain private for just you or your care team.
Keep the momentum going between meetings with automated reminders for next steps or action items. Shared tasks with both you and the client keep both parties in sync and simple dashboards help you keep track of where each client is in their journey.
Produce the right follow-up for the right audience, ensure your clients know what they need to work on next, and your care team knows how to best help when doing group sessions or handing off a client to another team member. Help each party stay in sync without the headaches and back and forth messages. Integrate with Slack, WhatsApp, and email for automated messaging.
Gather your own personal resources of expertise and share them with the right client at the right time. Build your library by importing links or other media, then have Relay organize it for you and it will also suggest relevant content during future meetings. Manually adjust anytime.
Relay isn’t just notes, create forms that fit your unique coaching process and gather customer data in a connected system so potential clients can sign up and connect to their own workspace with shared notes all in the same place. Keep track of the entire journey, even the funnel of potential leads or new signups who may become paying clients, all the way to success stories and outcomes.
You don’t need multiple tabs with meeting notes, spreadsheets, & expensive CRMs scattered about. Relay handles each step of the coaching process and connects with your data and communication tools. Sync with Slack and email, import from HubSpot, replace Airtable and ClickUp. Relay simplifies your work while saving you money and time.
Search Slack
Open HubSpot
Review meeting notes
Update ClickUp
Check Airtable
Search email
| Capability | Relay | Granola | ClickUp | Airtable |
|---|---|---|---|---|
| Pre-meeting briefs | Yes | Yes | No | No |
| Meeting transcripts | Yes | Yes | Yes | No |
| Action items and follow up | Yes | Yes | No | No |
| Client and team aware notes | Yes | No | No | No |
| Organize and share content | Yes | No | No | Yes |
| Intake forms | Yes | No | Extra | Yes |
| Relationship manager | Yes | No | Extra | Build |
Relay for coaches
Google Docs
Included
Airtable
$20 / month
ClickUp
$12 / month
Granola
$14 / month
Relay saves $26 every month
Want to try Relay for other kinds of work besides coaching or mentoring? Bring people, notes, tasks, events, files, and follow-through into one connected workspace built around how your community actually works.
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