SOFTWARE FOR COACHES, CONSULTANTS & SERVICE BASED BUSINESS OWNERS DOING 1:1 WORK
Your clients hire you to tailor a solution to their unique needs.
But the more customized the work, the more there is to coordinate.
And all that coordination takes time away from growing the business, doing more of the work you love, having more personal time.
Client Studio carries the coordination for you.
Your clients come to you for your expertise, creativity, and care. It’s the part of this work you love and your clients value. It’s so critical to protect it. But every client you add buries it a little deeper under everything there is to coordinate.
Chasing
Another reminder to send. Another link to find. Another “did they ever send that?” to remember. And even when you are “off”, the open loops in your mind follow you to dinner, to bed, and on vacation.
Cross-referencing & context
Reconstructing context takes time and energy (for you and your client) that could be spent doing the creative thinking & decision making.
Exceptions
In custom work, every client deviates somewhere. Standardized templates aren’t built to hold them, so you hold them. And when “while you’re at it” becomes the job, you overdeliver, undercharge, and resentment turns to burnout.
Interactive demo
A made-up design studio and its made-up clients. Click around — nothing you do here is saved or sent.
Everything you’d expect from a client system.
Designed Differently
increase capacity
More clients, without more to keep track of.
Your court, their court · Nudges, handled · Start with what you already have
increase referrals
Clients refer you when they can see their progress and the process respects their time and energy.
The progress is visible · The process is easy · Coming soon: automated testimonials, referral system & referral incentives
increase revenue
More from the clients you already love working with — and no more extras for free.
Upsells & cross-sells, in the portal · Tiers & add-ons, ready to offer · No more scope creep without payment
What’s coming. This is a bespoke app, which means founding members get a say in what gets build next and what gets prioritized.
The coordination around high-touch client work costs you something different depending on where you are in your business.
This is a big leap, and you want to set the right tone from day one. You don’t want to look like an amateur — or give clients a reason not to take you seriously or value your work.
Client Studio helps you package, position and sell your work, while giving clients a professional place to see what’s happening from the beginning.
Start with the infrastructure you’ll be glad you have later.
You only have a few hours for this, and the busy work eats them. The part you love keeps getting squeezed out — and if you ever want it to replace your full time income, you need the time to grow it.
Client Studio helps automate the repeatable parts, look professional, automate referrals — and free the capacity to grow it, if you want to.
More of your limited time goes to the work. Less goes to coordinating it.
You take real pride in your work, so when the clients come, you give them everything.
Then the pipeline dries up, there’s no money, and you’re back to hustling.
Client Studio creates less back-and-forth while you serve clients — so there’s space for business development alongside the client work.
You don’t have to choose between protecting the work and protecting the pipeline.
You’re doing the deep, custom client work and the hustle for the next client, all the time.
And eventually, something has to give.
Client Studio cuts the back-and-forth so staying in both costs less — while making boundaries easier to enforce with the clients who push them.
Keep the quality you’re known for without personally carrying every reminder, handoff, decision and open loop.
You’ve built something you love: good clients, good work, good money.
But it takes every bit of your capacity.
So taking on more clients means risking the quality you’re known for. Growing means losing the balance you worked so hard for. And staying exactly where you are means accepting that this is as far as it goes.
Client Studio frees the capacity to grow — whether that means more clients, more upsells, more time off, or a more premium offer.
Keep the customization. Lose the coordination.
And what it isn’t for
What you have tried
Maybe you already use HoneyBook, Dubsado, Go High Level, Notion, or Clickup — or have been seriously considering it — but either
you still haven’t gotten around to setting it up
or
you did set it up, but... there is no seamless way to track
much less offer
— and you are wasting precious time searching for workarounds that are never quite right.
Twenty years of optimizing workflows and creating unique customer portals.
Hi, I am Kristen. For twenty years my income has come from outcomes — mine and my clients’ (and most of that time was high touch client work). That made me obsessive about leverage: understanding which work requires judgment, expertise, relationships, or creativity, and which work simply needs to happen accurately and consistently to generate revenue and profit. And how to make sure that second kind gets done by the lowest-cost, most reliable resource capable of doing it well — so the highest-leverage work stays with the people uniquely qualified to do it. While I’ve always worked with teams, I have also always been attuned to where technology can create outsized leverage too. So, I built Client Studio.
The software I always wish I had.
Join the waitlist now and get first access.
Setup is free, for as long as you need. Once you activate it for clients it’s $97/mo for the core tier, cancel anytime.
Join the waitlist →a week where…
Hours spent moving work along rather than doing it21
even if you had a waitlist of clients you couldn’t take on more without decreasing the quality you are known for
Client Studio is also building a small group of Founding Partners — business coaches, OBMs, fractional COOs, systems strategists, consultants and other service providers who regularly help business owners decide how their businesses should run.
We’re keeping this group small while we grow so we can make sure we’re doing right by both you and the clients you send us.
Learn about becoming a Founding Partner →Not in either sense people usually mean by it. An email marketing CRM — Kit, Mailchimp, ActiveCampaign, Flodesk — is built around a list: audiences, segments, broadcasts and nurture sequences sent to people who haven’t hired you yet. A sales pipeline CRM — HubSpot, Pipedrive, Salesforce — is built around deals: leads, stages and forecasts, moving a prospect toward a yes.
Client Studio picks up at the last stages a pipeline CRM would hold — the proposal is out, the lead is hot, the decision is close — and carries on through the whole client relationship from there: what they’ve approved, what you’re waiting on, what happens next, what’s been paid, and what else you could offer them.
What it isn’t built for is the long cold end of that pipeline. If your work involves months of cold, high-touch outreach before anyone is close to buying, keep running that where you run it now. Client Studio is for hot leads onward — and then for everything that happens once they say yes.
Client Studio combines the operational flexibility of a customizable project management software with a beautiful, branded, client-facing experience. And it’s purpose-built for high-touch service delivery.
But because it is designed for high touch client work, it is specifically built to minimize friction in onboarding and ongoing workflows. No reverse engineering or setting up complex workflows before you can get started. You build and standardize as you go. With real clients.
No. Client Studio is specifically designed around a client portal with notification settings. Requests, instructions, and updates live alongside the work they relate to, and notifications let clients know when something needs their attention.
You don’t have to write a separate email for each request, build a sequence of follow-ups, or check whether multiple workflows are sending overlapping reminders. You manage the work in the portal instead of maintaining email sequences to coordinate it.
Client Studio is designed for businesses where a client portal is a benefit, not a burden.
If your clients only need to sign a contract, pay, and receive the finished work, a portal may add a step without giving them much in return. Client Studio is built for work where clients participate throughout—and having the work, feedback, and decisions together IN ONE PLACE makes that collaboration easier. So they can respond without searching email threads, finding the right attachment, or asking you to resend the link. Plus, they have visibility into your part of the work as well, so they aren’t constantly asking you for updates.
Clients can log in to a link they bookmark, or they can request a magic link to log in with a code.