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    Catipult guides

    Written walkthroughs of the parts of Catipult people actually get stuck on. The coach guides are for you; the two below them are written to be sent to a client as they are.

    For coaches

    Everything in the coach portal at /coach, plus the roster and the commercial side.

    The coach portal

    Your profile and AI personality, the chat that answers from your own documents, and the tools that turn your material into content.

    • Signing in, onboarding and approval
    • Profile, bio and AI personality
    • AI chat and where its answers come from
    • Documents, content generator and videos
    Read the guide

    Clients and your roster

    Adding a client, what every number on the roster means, what you can see inside a client, and what you cannot.

    • Adding by company or by email
    • The digest: who needs attention and why
    • Off track, stale, measured — defined exactly
    • Running your own company alongside your clients
    Read the guide

    Plans, billing and your launch price

    What each plan includes, what your clients are charged, and how paying works while checkout is still being built.

    • Coach, Practice, Platform and Networks
    • Launch pricing and what "locked in" means
    • Why there is no card field yet
    • Who to talk to about an invoice
    Read the guide

    For the companies you coach

    Send these to a client. Neither one mentions anything a client should not see, and neither assumes they have a coach.

    Using Catipult day to day

    The guide to hand a client. Home, the scorecard, meetings and the one habit that makes the rest work.

    • Home, and why it changes by role
    • Drivers, KPIs and putting a number in
    • Action items, meetings and the assistant
    • Getting a coach, and getting help
    Read the guide

    The KPI wizard

    The free builder that turns a company description into a first scorecard, step by step, before anyone signs up.

    • Starting with no sign-up
    • Organization, teams and framework
    • Generating and reviewing KPIs
    • Exporting or saving the plan
    Read the guide

    Not covered here?

    These guides cover what is in the product today and nothing that isn’t. If you are looking for something that should be here and isn’t, say so — that is the fastest way it gets written. Email info@catipult.ai or book a call from any page on the site.

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    Do you need more information? Please contact us to start your free assessment process now!

    Contact information

    Give us a call. We try to answer all inquiries within 24 hours on business days.

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    info@catipult.ai

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