Jane Media · MVP Prototype · Fake Data

Coaching Client Operating System

A prototype for a premium 3-session private coaching package: intake, scheduling, coach prep, session history, notes, homework, and a coach-ready client case page.

3-session packageClient profileCoach prepScheduling + reschedulingRelationship Intelligence OS
Package
3 Sessions
60–90 day completion window
Sessions Left
2
1 completed · 2 scheduled
Intake
Complete
Required before first session
Next Session
May 16
Coach prep due 24h before
AR
Active coaching client
Anna Rivera

Fake sample profile · LYS private coaching package

Client Snapshot

Anna is a high-intent LYS member who wants practical support navigating dating with marriage as the goal. She is thoughtful, faith-centered, and tends to overthink early-stage dating decisions.

  • Primary goal:
    Date with clarity and stop second-guessing every interaction.
  • Current blocker:
    Avoids initiating conversations unless certainty feels high.
  • Coach assignment:
    Primary: Jackie · Backup: Regan / approved coach pool
  • Faith context:
    Christian; wants marriage-oriented guidance aligned with values.
  • Sensitivity flag:
    Normal. Handle prior breakup story with care; no crisis disclosure.
  • Best coaching style:
    Direct, warm, action-oriented, with clear homework.

Operating Flow

1
Buy
Purchase creates client record3-session package ledger starts.
2
Intake
Intake required before sessionProfile begins with structured answers.
3
Prep
Coach receives prep briefSummary, objective, watch-outs.
4
Coach
Session + notes + homeworkClient profile updates after each session.

Coach Dashboard View

Next Session Prep Brief

Session objective: Help Anna identify two realistic ways to create dating momentum this week without waiting for perfect confidence.

  • Open by asking what happened after last session’s “two conversations” homework.
  • Listen for over-spiritualizing avoidance versus genuine discernment.
  • Help her define a “good enough” signal for saying yes to a first coffee/date.
  • Give one concrete action within 48 hours.
Watch-out: Anna responds well to clarity but can interpret too many options as pressure. Keep the action plan simple.

Scheduling + Package Ledger

Session 1Completed · May 2 · Jackie
Session 2Scheduled · May 16 · Jackie
Session 3Not scheduled · prompt client after Session 2
ExpirationJuly 31, 2026
Reschedule ruleAllowed until 24 hours before session
Open scheduler Copy reschedule link

Intake Summary

  • Relationship history:
    One serious relationship ended 18 months ago. Wants confidence before re-entering dating with intention.
  • Biggest fear:
    Wasting time with someone who is not marriage-minded.
  • Desired outcome:
    Know how to evaluate men early without becoming rigid or suspicious.
  • Coachable moment:
    She knows she is stuck in analysis; she asked for direct tactical help.

Session Notes + Homework

Session 1 Notes

Anna came prepared and self-aware. Main theme: fear of making the wrong call is causing no calls at all. Reframed discernment as action + observation, not certainty before movement.

Homework Assigned

  • Start two conversations this week without evaluating long-term compatibility immediately.
  • Write a simple “green/yellow/red” dating signal list before Session 2.
  • Bring one real scenario to discuss.

MVP Build Notes

Customer-facing layer

  • Purchase page
  • Intake form
  • Scheduling/reschedule links
  • Reminder emails/SMS
  • Homework/recap delivery

Internal Ops Hub layer

  • Client profile/case page
  • Package/session ledger
  • Coach prep brief
  • Session notes
  • Role-based coach access before real data
Protection rule: this prototype uses fake data and can live on Share. Real client profiles must live under Operations with auth before launch.