01
What happened in the session
A short dated note per session builds a history you can ask about before the next one.
- “Session with Dana: we worked on the board presentation”
- “Where did we leave things with Dana?”
CRM for coaches
An AI assistant and simple CRM for coaches who work one-to-one and want to remember every session.
Hey Alix is a CRM for coaches, personal trainers and tutors that you keep by talking. After a session you say what happened, what the client committed to and when you meet next; the assistant reads it back and saves it after your “yes”. It holds your session notes and follow-ups. It does not take bookings or payments and does not build training plans.
02
What the client committed to
Their homework, in their words, so you can open the next session by asking about it.
- “Marcus will walk twenty minutes on his off days”
- “Emma will finish two practice essays by Tuesday”
03
The next session
Sessions go in the calendar in your panel. Ask about tomorrow and hear who you are seeing.
- “Next session with Dana, Thursday at eight”
- “What's on tomorrow?”
04
Things to remember about the person
The facts that show you were listening, kept on their card.
- “Marcus has an old left-knee injury”
- “Emma's exam is the second Saturday in March”
Back-to-back sessions and the five minutes between
One-to-one work depends on continuity. The client expects you to pick up exactly where you left off: the conversation they were dreading, the weight they hit last week, the chapter that would not click. You have eight clients today and five minutes between each.
Notes written during the session cost you attention. Notes written at night cost you accuracy. What usually happens is no notes at all, and an opening question that gives it away: “So, remind me, where were we?”
What you would actually say to it
Use the gap between sessions, once the client has gone. Hey Alix does not sit in on the session and does not record anyone. Open it in the browser on your phone, say what matters in a few sentences, and it reads the entries back before saving.
- “Session with Dana. She had the conversation with her director and it went better than expected. For next time she'll draft her ninety-day plan.”
- “Marcus, Tuesday: squats felt fine, knee was sore on lunges, we swapped them out. He committed to two walks this week.”
- “Note on Emma: strong on algebra, loses time on reading passages. Exam is March 14.”
- “Task: send Dana the article on delegating by Friday.”
- “Who am I seeing tomorrow?”
What goes on a client's card
Why they came and what they want out of it, in their own words. For a business coach: the role, the boss, the team, the goal for the quarter. For a personal trainer: the starting point, old injuries, what they hate doing. For a tutor: the grade, the test date, the parent to update.
And the personal layer. The dog's name. The marathon in October. The fact that Monday mornings are bad and praise in front of others is worse. Keep it to what you need for the work; sensitive details deserve restraint. You can also give the assistant rules, such as “always ask me what the client committed to.”
What it does not do for a coach
Clients never touch Hey Alix. It does not take bookings, send them confirmations or collect payments; if you use booking and payment software for that, keep it. The calendar in your panel is for you, filled by what you say.
It does not run video sessions and does not record or transcribe them. It does not build workout programs, lesson plans or coaching curricula, and it does not track a client's measurements in charts. If you rely on training-plan software, Hey Alix sits next to it as your notebook. It sends no messages or emails to clients.
Today, and what is planned
Today Hey Alix runs in the browser on your phone and computer; nothing to install, just a microphone and an internet connection. Each account's data is isolated from other accounts and the connection is encrypted. The assistant speaks English and Polish. Access is by waitlist and pricing has not been announced.
Planned and not yet available: apps for iOS and Android, reminders where the assistant speaks up on its own, for example an hour before a session or when you owe a client something, and hands-free calls through CarPlay.
Questions
If you see more than a handful of clients, you need a place for session notes, commitments and next dates. That is all a coaching CRM has to be. Hey Alix keeps exactly those, by voice.
No. It has no booking page and takes no payments. Clients do not log in or interact with it. You tell it when the next session is and it goes into your calendar.
No. Hey Alix is not a session recorder and does not listen to your clients. After the session you say what you want kept, and that is what it saves.
No. It does not design programs or plans. It remembers what you did and what the client agreed to do, so your own planning starts from facts.
Yes. Anyone who works one-to-one and needs to remember each person: what was covered, what they committed to, when you meet next and what to keep in mind about them.
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