ClientNest for consultants and coaches
Advisory, coaching and fractional roles: session notes, action items and retainers that renew on time.
Sound familiar?
- Action items forgotten between sessions
- Retainers that quietly lapse
- Paperwork for every new engagement
With ClientNest
- Session notes and action items in the client's portal
- Retainer renewals with automatic invoices
- Engagement letters signed with the first payment
Your intake form asks
- The outcome they want in 90 days
- Where things stand today
- Who else is involved
- Preferred session times
A typical update
What your client sees on WhatsApp.
Write it once in ClientNest. It reaches your client on WhatsApp and email, is saved to their portal, and the invoice follows when the milestone is done.
Update from Ananya Design Co.
Notes from today's session 🗒️ Three action items for this week are in your portal. Our next call is Tuesday at 11.
Open your portal →
10:12
Invoice INV-0142 · ₹24,000
Milestone 2 is complete. Pay by UPI, card or bank transfer.
Pay ₹24,000
Other freelancers using ClientNest
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Logos, brand identities, UI and social creatives: briefs, feedback rounds and final files without the chaos.
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Websites, apps and integrations: scope, milestones, access and maintenance retainers in one place.
See how it fitsMarketers
Ads, SEO, social and content: monthly reports, approvals and retainers your clients actually read.
See how it fitsRun your consultants & coaches business from one dashboard.
Message us on WhatsApp. We'll set up your intake forms, updates and invoices for your kind of work.
Get started on WhatsApp