Features
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. Client work stays connected, with Gmail, Google Calendar and QuickBooks built into the workflow.
The client journey
01 / Biz dev & call logging
A call list that ranks who to reach out to, and a two-second way to log what happened. Nobody slips through the cracks.
02 / Pipeline
Every prospect on one board, with the value of each one and what happens next.
03 / The 90 Minute Meeting
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.
04 / Onboarding
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.
05 / Sessions & calendar
Pick which days you run sessions and which you protect. Venzy warns before you book over them, and never blocks you.
06 / Start Session
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.
07 / Billing
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.
08 / Automation
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.
09 / Customer experience
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.
Running your practice
Task management
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.
Email in one place
Connect Gmail and read, reply and compose next to the client you're working on. Every email lands on the client's history.
Money & planning
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.
Wait, it does that?
Drop in screenshots of a client's V/TO and AI fills in every section.
Two hours around a full day, one around a half day, 15 minutes around a call, plus travel days for in-person clients.
Log past sessions and nothing gets invoiced and no client gets an email.
Every leadership team member's coffee order, snack and appreciation style, before you walk in.
Overdue invoices get a reminder at 1 and 14 days, then a task for you at 21.
Book on a protected day and Venzy warns you. It never blocks you.
Bring in years of history in minutes. Change your mind with one click.
Stale voicemails float back to the top. Ties go to the bigger client.
And the rest
The road part of the job, handled.
Your business gets the same discipline you teach.
Up and running in an afternoon.
A practical place to start
See how Venzy fits the way you work. Bring your practice manager or assistant, and your questions about moving over.
30 minutes with Lyn. No pitch deck, just Venzy running a practice.
Import clients, contacts, and past sessions from three EOS CRM exports. Duplicate checks and undo are built in.
Gmail, Google Calendar, Google Drive, and QuickBooks Online. Your emails and invoices still come from your practice.
Every plan starts with a 30-day free trial with a card on file. $200/month or $2,000/year per practice, no setup fee, and founding practices keep their price for life.
Venzy