Features

Everything your team needs to implement well.

Solo, or with a practice manager and an assistant, Venzy runs the practice: clients, sessions, email, tasks and invoicing, plus the playbooks that keep them all moving. You never have to leave Venzy.

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Start SessionRun the day from it live, or capture it in minutes afterward. Every Rock, To-Do and rating lands on the client.See how →
Automations that run your playbookBefore, on and after every session, the right emails and tasks show up on their own.See how →
Tasks that know the clientEvery to-do tied to the account and session it's about. Overdue is impossible to miss.See how →
Your email, insideGmail in Venzy, next to the client you're writing to. Share a mailbox with your team.See how →

The client journey

From first call to raving fan, in order

01 · Biz dev & call logging

Know who to call next.

A call list that ranks who to reach out to, and a two-second way to log what happened. Nobody slips through the cracks.

Call list ranked by last contact and value; stale voicemails float back up
Click to call or text from your Mac or iPhone
Quick Log for calls, voicemails and conversations
Follow-up queue so no prospect goes quiet
Referrals tracked from connector to commission
Call activity reports for your weekly Scorecard

02 · Pipeline

From first conversation to first Focus Day.

Every prospect on one board, with the value of each one and what happens next.

Kanban or list view
Fee per session on every card
A Nurture lane for not-yet prospects

03 · The 90 Minute Meeting

Book it, debrief it, win it.

Booking the 90 Minute Meeting moves the prospect forward on its own and sends the confirmation. Afterward, one click turns a yes into a client, with nothing re-typed.

Structured debrief: meeting notes, the team, the company's story
Confirmation and follow-up emails from your 90 Minute Meeting playbook
Lead to client in one click, contacts and history intact

04 · Onboarding

Walk in already knowing the team.

Every leadership team member gets a welcome form, no login needed. By Focus Day you know their roles, birthdays, coffee orders and how each one likes to be appreciated.

Welcome form per team member: role, cell, birthday, allergies, snack, drink, appreciation style
Welcome email and form link sent by your onboarding playbook
Schedule the whole journey at once: Focus Day, Vision Building, Quarterlies, Annual
Refresh form, pre-filled, when the team changes
Bring existing clients over from the EOS CRM, with undo

05 · Sessions & calendar

Your year of sessions, the way you work.

Pick which days you run sessions and which you protect. Venzy warns before you book over them, and never blocks you.

Sessions, prep and wrap time, and travel days on Google Calendar
Client invites with RSVPs you can see
Annual Planning books both days; fees and travel fees fill themselves

06 · Start Session

Run it live, or wrap it up after.

Some Implementers facilitate from a laptop. Plenty prefer a marker and a whiteboard. Session Mode works both ways: use it in the room with agenda timers and every EOS tool, or open it after the session and record the day in minutes. Either way, the ratings, Rocks, Issues and To-Dos land right back on the client.

Whiteboard day? Record Rocks, Issues, To-Dos and ratings in minutes afterward
Or run it live: a timer on every agenda item, and whether you're ahead or behind
Check-in, Scorecard, Rocks, IDS, V/TO, Accountability Chart, quarter review and Five Abilities
Capture a To-Do or Issue in a keystroke without leaving the flow
Conclude ratings become the session rating and the client's health light
Private facilitator notes and your own rating, just for you
Notes save as you type, plus attachments and a whiteboard saved to the client's Drive

07 · Billing

Get paid without chasing.

Invoices go out through QuickBooks on each client's payment terms, often before the session. If one goes overdue, Venzy does the follow-up for you, and paid status comes back on its own.

Automatic invoices for upcoming sessions and plan installments
Travel fees calculated per session
Payment plans with installments
Overdue reminders at 1 and 14 days, then a task for you at 21
A heads-up before your QuickBooks connection expires

08 · Automation

Your playbook runs itself.

One playbook per session type: Focus Day, Vision Building, Quarterly, Annual. Every touchpoint runs on the session's clock: two weeks out, the day before, 15 minutes before, the day of, a week after.

Emails and tasks, each timed to the session
Send to the primary contact, the leadership team, or everyone
Auto-send, or land as a draft in your Outbox to review first
Templates with merge fields: names, dates, Zoom link, pay link
Birthday reminders two weeks out, so the card arrives on time

09 · Customer experience

Know who needs you before they tell you.

Practice Pulse puts your week on one screen, including the clients who need a call because they're light on sessions or behind on invoices.

Every session's scores feed a health traffic light: Purple, Green, Yellow, Red
Open a client and it's all there: team, sessions, scores, emails, calls, invoices
Which EOS tools each client has learned, and when
AI drafts your post-session recap from your notes

Running your practice

And everything around it

Task management

Tasks that know the client.

Every to-do is tied to the account and session it's about, whether you added it or a playbook did. Overdue is red, this week is obvious, and done is one click.

My tasks, overdue, this week, scheduled, completed
Created automatically by your playbooks
Add a To-Do from anywhere in the app

Email in one place

Your Gmail, inside Venzy.

Connect Gmail and read, reply and compose without leaving the client you're working on. Every email lands on the client's history.

One tab per mailbox, with Active, Done and All
Share a mailbox with your practice manager, read-only or reply
Drafts from your playbooks wait in the Outbox

Money & planning

Plan the year you want.

Revenue, capacity and forecast show where the year is heading. The EOS Life calculator shows what it would take to get the year you actually want.

Revenue and overdue invoices at a glance
Capacity: session days left each month
Forecast against the same quarter last year
EOS Life: slide to the year that fits the life you want

Wait, it does that?

The details Implementers notice

Screenshots become a V/TO
Drop in screenshots of a client's V/TO and AI fills in every section.
Prep and wrap time, sized to the session
Two hours around a full day, one around a half day, 15 minutes around a call, plus travel days for in-person clients.
Backfill history without side effects
Log past sessions and nothing gets invoiced and no client gets an email.
A welcome form that makes you look thoughtful
Every leadership team member's coffee order, snack and appreciation style, before you walk in.
Collections on autopilot
Overdue invoices get a reminder at 1 and 14 days, then a task for you at 21.
Protected days that protect without nagging
Book on a protected day and Venzy warns you. It never blocks you.
An EOS CRM import you can undo
Bring in years of history in minutes. Change your mind with one click.
A call list that thinks
Stale voicemails float back to the top. Ties go to the bigger client.

And the rest

Travel, your own EOS, and setup

Travel

The road part of the job, handled.

Trips: Flights, hotels, rental cars and the sessions they're for, synced to your calendar.
Screenshot to itinerary: Snap a confirmation and AI fills in the flight, hotel or car.
Airport calculator: When to leave, from your drive, bag-check, security and boarding times.
Travel days: Automatic travel-day blocks for in-person clients. None for local or virtual.
Expenses: Log trip expenses next to the trip.

Run your own practice on EOS

Your business gets the same discipline you teach.

Your V/TO: Your practice's own Vision/Traction Organizer.
Level 10 Meetings: Run the full L10: segue, Scorecard, Rocks, headlines, To-Dos, IDS, conclude.
Rocks, Issues, To-Dos: Your own quarterly Rocks and weekly lists.
Scorecard: Your measurables, week by week.

Team & setup

Up and running in an afternoon.

Import from the EOS CRM: Three exports bring in clients, contacts and past sessions. Duplicates caught. One click undoes it.
Roles & page access: Implementers, practice managers and assistants each see exactly the pages they need.
Audit log: Every change, who made it, and when.
Getting started checklist: A short list built from your real data, never faked done.
Integrations: Google Calendar and Drive, Gmail and QuickBooks Online.
Your brand in front of clients: Clients see your practice, not Venzy: your welcome forms, your email, your calendar invites, your QuickBooks invoices.

Your days belong in the room. Implement well.