Retainers
Every planIncluded hours or days per period against a monthly or quarterly fee. Rollover and retainer analytics come with Business.
More on Retainers →For advisors, coaches and non-executive directors
Client management for coaches and independent advisors
Ambital gives advisors, business coaches and non-executive directors one place to run retainers for several clients: included hours per period, sessions from every calendar, notes and transcripts filed to each client, actions tracked as tasks, and invoices raised from the retainer.
Most advisors and coaches choose Pro · £39/month
Sound familiar?
Where advisory retainers usually lose track
“Session notes live in four notebooks and an app.”
Notetaker transcripts and your own notes file to the client's project, so the next session starts from what was said in the last one.
Meeting notes →“You promised something on a call and forgot it.”
Ambi reads the transcript and lists the actions. You turn them into tasks with dates, and your morning brief reminds you.
Meeting actions →“Nobody knows how many hours are left this quarter.”
Every session you log counts against the retainer's included hours. You see what is used and what is left before the renewal conversation.
Retainers →What you'll use
The features advisors and coaches open first
Everything else in Ambital is there when you need it. These are the features that matter from week one.
Meeting notes and transcripts
From ProTranscripts from your meeting notetaker filed to the right client, with the actions ready to become tasks.
More on Meeting notes and transcripts →Unified calendar
Every planSessions from every connected calendar in one view, with Calendly bookings alongside them.
More on Unified calendar →Ambi's daily brief
From ProAmbi writes a brief each morning from your sessions, emails and tasks, and answers questions about any client.
More on Ambi's daily brief →Decision records
Every planWhat was agreed in each session, who decided and why, kept on the client's project.
More on Decision records →Services and menus
From Business ProSell a coaching package or a strategy day from a menu. Each enquiry comes back as a deal with a draft proposal.
More on Services and menus →A week in Ambital
Three sessions, every action kept, invoices out on Friday
- MondayAmbi's briefThree sessions this week, an action you promised Foxglove on Friday, and one retainer with two hours left.
- TuesdayBoard sessionThe meeting transcript files to the Foxglove retainer. Ambi lists four actions and you keep two as tasks.
- WednesdayNew bookingA prospect books a discovery call through Calendly. It appears in your calendar next to client sessions.
- ThursdayFollow-upAsk Ambi what you agreed with Larkspur last month, then draft the recap email from the answer.
- FridayInvoicesThe month's sessions are logged against each retainer and the recurring invoices go out.
Client names are fictional, from Ambital's demo organisation.
Set up for your kind of work
Start a project from what it's for
Choose one of these when you create a project and Ambital sets the billing model, tabs, phases and integrations for you.
Strategy, advisory and coaching questions
Straight answers
- Can I track included hours on a coaching retainer?
- Yes, on every plan. Each retainer has included hours or days per period, and every session you log counts against them. Rollover and retainer analytics come with Business.
- Which meeting notetakers does Ambital work with?
- Fireflies today, with Otter, Granola and others coming. From Pro, transcripts file to the right client's project, and Ambi lists the actions so you can turn them into tasks.
- Does Ambital work with Calendly?
- Yes. Calendly bookings appear in your Ambital calendar alongside your client sessions.
- Which plan do advisors and coaches choose?
- Most choose Pro at £39 a month, because it includes meeting notes, transcript sync and unlimited clients. Business adds the client portal and retainer rollover.
- Can clients see how many hours they have used?
- Yes, on Business Pro and above. The client portal shows the retainer statement, with hours only if that is all you want to share.
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Ambital is in private beta. Apply to test and you'll get in first, with free months at launch for committed testers.
Free plan · No card required · Built in the UK