
Sessions in,
action plans out.


Your clients pay for your attention.
Now Echo does the follow‑up for coaches, consultants and fractional executives:
- a session recap,
- an action plan,
- the deck for the board.
Action plans that start from the session.
Ask for the action plan and Echo drafts it from the session: the goals, who does what by when, and what to bring next time. It comes as a PDF or Word file, for you to check and send.



The file opens as Mara Quinn’s action plan after session 7, two pages: three goals, each with what might get in the way, six actions with an owner and a date, the decisions, and what to bring to the next session.
All of your attention, on your client.

Walk in knowing where you left off.
Before each session, Echo briefs you on what your client said last time, each line with its source.


No bot in the room.
Echo listens from your computer, so the session is just you and your client.
Their goals, remembered.
Echo remembers what each client wants and who promised what, each with the session it came from.

The recap email, drafted for you.
From your client’s record, Echo drafts the follow-up from your latest session and what each of you agreed, for you to check and send.


Careful with what clients tell you.
Never used to train AI. Encrypted in transit and at rest. Hosted on SOC 2 Type II and ISO 27001 audited platforms.
Echo listens when you say so.
It listens only from the moment you start a session until you pause or end it.

Keep the notes, not the audio.
Set Echo to delete each session’s audio once its transcript is confirmed. The transcript and notes stay.

You decide what it remembers.
Edit a fact, move it to the right client or forget it.


