Record a consult and send the plan

Talk with your new client like you always do. Coachtor writes up the client record and a draft plan from what was said, sized to one of your offers.

Ask the client if it is OK to record. They can say no.
On your phone, open the Consult tab and tap Start a consult.
Pick who it is with, or tap new client and give their name and email. Under Are they a client yet? pick Prospect (no invite yet) or Client: Coachtor emails a client their invite in your name.
Under How? pick Record, or Type notes if you would rather type.
Tick Client agreed to be recorded.
Tap Start recording, put the phone down, and talk. Tap Stop recording at the end.
Coachtor turns the recording into text, about a minute for a long consult. Read it and fix any name it misheard. Nothing is written up until you tap Looks right, write it up. Typed notes instead of a recording? Tap Write it up.
Read the write-up and change anything. Pick or change the goal.

Then three steps

Ask. The questions the consult left open. Change or add any, then tap Send these to your client: they land in your messages with them. The plan opens when they answer, or tap Skip, plan anyway. Nothing left open? This step is skipped.
The plan. Coachtor suggests one of your offers and sizes the plan to it: one workout, one week, or phases with phase 1's workouts written. Tap the offer to pick another, or a workout to change it, then tap Looks right · next. Until you save offers of your own, Coachtor uses four starting ones.
Send it. You see exactly what your client will see. Tap Send the plan to your client. If they have not signed in yet, the button is Send when they join, and the plan lands the moment they do. Save, send later keeps it as a draft.

The audio is deleted 30 days after the consult. The written record stays. Recording works on the phone app only.