Leasey
Coaching & Wellness

Coach session intelligence & program updates

Turned coaching session notes and history into structured program updates, progress summaries, and next-action recommendations.

~6 hrs
saved per coach per week on admin
100%
of sessions structured and searchable
HITL
approval on every program update

Challenge

Coaches were drowning in session notes and client history. They needed a way to surface progress, flag stalled goals, and propose next-step programs without spending the evening on admin.

Approach

  • Ingested session transcripts, notes, and program history into a unified store
  • Built extraction for goals, blockers, wins, and action items
  • Added agent workflow to propose program updates with human-in-the-loop approval
  • Surfaced per-client dashboards with progress signals and alerts
  • Evaluated against coach-labeled gold examples to tune extraction quality

Outcomes

Higher
program adherence via timely nudges
Every
session becomes structured data

Stack

OpenAI
Anthropic
LangGraph
Postgres
pgvector
Langfuse
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