The Placement Cockpit

One screen to call, match, book, chase and get paid — everything the placement job needs, in one place.

Built & working on the dev cockpit — live for the team with the rollout
Comms

Call, text and email — without leaving the client's page

The whole conversation in one panel. Replies land live, calls run in the browser with a timer.

Client page with SMS thread, call button, payment and session cards
The client pageCall button, live SMS thread, payment & session cards — one view.
Email thread in the comms panel
Email in the same threadSent from the real support mailbox; replies appear in seconds.
Cmd+K quick-jump palette
Cmd+K quick-jumpType a name, press Enter — any client, any screen.
Matching

Match & Book

Live matches from the client's form answers — filter, shortlist, send a rec link, or book the session there and then.

Match & Book workspace with filters
The Match & Book workspaceWhole directory, client's answers pre-filled, best fit first.
Live match card on the client page
Live matches on the client pageTop-scoring therapists, one click to open the matcher.
Compare pinned shortlist side by side
Pin & compareShortlist side by side, then send a personalised rec link.
Book session with real slots from the therapist's calendar
Book it for themReal free slots from the therapist's calendar — the booking is real, confirmations and all.
Payments

Send the link, know the second they pay

Package link drawer with short pay link
Payment & package linksShort pay link — copy it or text it, straight to checkout.
Their therapist card with the 2x2 subscription link
The 2×2 subscription linkOn follow-ups, already set to their therapist.
Live payment notification
Live payment pop-upName and amount, the moment it lands — wherever you are.
Sale closed on the call - confetti
Close it on the callThey pay while you're talking? Confetti.
Live AI on the call

Captions, coaching and talking points — consent first

Everything is live-only and consent-gated: nothing recorded, everything deleted the moment the call ends.

Consent card read before switching on
Consent, word for wordRead the line on screen; it only starts when the client agrees.
Coach card with step tracker, pointer and captions
Live call coachLive captions, which of the 7 call steps you're in, one pointer at a time.
Talking points during a call
Live talking pointsWhat they've told you so far, 3–6 bullets, always current.
Why they fit, armed from the matcher
"Why is she good for me?"Speakable fit lines for the therapist you're proposing.
After the call

Five seconds of taps, a team-wide picture

Call wrap card
The call wrapHow ready, did we have their match, how they framed price.
Team page - week across the team
The week across the teamWhere supply fell short and how clients talk about price.
Call assessments on the team page
Automatic call reviewsEvery transcribed call gets takeaways at hang-up — about our craft, never the client's story.
Scheduling

Chases with dates, a planner that plans

Chase tab with next check-in dates
Chase list with check-in datesToday only shows chases actually due today.
My week planner with chase triage
My weekYour fortnight of calls and chases, plus a "needs a date" triage.
Book follow-up call dialog
Two-click follow-upsPick a slot from your own calendar, done.
Session card with the Google Meet link
The session Meet linkCopy it or text it straight to the client.
Account access

Locked-out client? One tap

The account access card
One-click login linksText, email or copy — signs them straight in, expires in 30 minutes.
What the client sees after one tap
What the client seesNo password, no reset call — they're just in.
Training

Practise the whole job before a real client

Three AI practice clients — Laura, David and Sarah — who talk back, get texts and emails, and even "pay" the pay link. Nothing real is sent anywhere.

Laura, the AI practice client
AI practice callsReal voice, real pushback, reviewed like a real call.
Practice client paying the pay link
End to endCall → chase → pay link → payment flash — the full rehearsal.