Capture the live advisory session as it happens
Sessions — Capture the Live Session, Land the Decisions Where They Belong
Sessions is structured live capture for advisor-led sessions — strategic planning sessions, quarterly reviews, leadership offsites. What's captured during the session buffers to the Hub in real time, and the substance flows into the operating cadence automatically: Rocks committed land in Rock Manager, issues raised land in Engage, action items land in each owner's Daily Focus. No follow-up email needed.
The Problem
Most session tools are notes apps — they end at the meeting
The advisor types up notes after the fact, sends a recap email three days later, and the substance never makes it into the systems the team actually runs in. Decisions get lost between session and follow-up; commitments live in someone's inbox until the next review surfaces them. Sessions captures into the same operating cadence the client already runs in, so what was decided in the room is already where the work happens by the time the meeting ends.
Who It's For
Built for the people who use it every day
Advisory firms running live sessions with client leadership teams
Advisors facilitating planning sessions, quarterly reviews, and leadership offsites
Client leadership teams participating in advisor-led sessions
CEOs and executives who want decisions to land where the work runs, not in an inbox
Key Capabilities
What Sessions does
Live session capture buffer
What's captured during the session is buffered to the Hub in real time, so executives reading Daily Focus see actions land as the session runs.
In-session context
Full read access to the operating data — Rocks, KPIs, core values, annual plan, tools — so the facilitator and the team make decisions with current context, not stale slides.
Flows into the operating cadence automatically
Rocks committed in-session land in Rock Manager; issues raised land in Engage's issues list; action items land in each owner's Daily Focus.
Built for advisor-led sessions specifically
Designed for the structured advisory session shape (planning sessions, quarterly reviews, leadership offsites) — not a generic meeting transcription tool.
Use Cases
How leadership teams put Sessions to work
- 1
An advisor facilitates a quarterly review; as the team commits to next quarter's Rocks during the session, those Rocks land in Rock Manager, issues raised land in Engage, and action items land in each owner's Daily Focus — no advisor-typed-up follow-up email needed
- 2
A leadership offsite runs in Sessions with full read access to Rocks, KPIs, and core values — decisions made in the room are grounded in the same operating data the team will run on Monday
- 3
A facilitator opens Sessions ahead of an annual planning session with full read access to the client's current Rocks, KPI movement, leadership pulse, and core values — so the room is grounded in current operating data, not stale slides
Part of the ProfitShapers Ecosystem
Sessions works even better with the rest of the platform
Every app in the ProfitShapers ecosystem is built to work together — one login, one subscription, one source of truth for the entire engagement.
Why we built it this way
Sessions isn't a standalone tool — it's one purpose-built app in a connected ecosystem, all reading from a single source of truth. Read the philosophy behind the ecosystem.
ClientHub
One platform for your entire growth ecosystem
One identity, one bill, one source of truth for the org. Every app in the ecosystem signs in here, reads from here, and stays in sync — no reconciliation work.
Rock Manager
Quarterly Rocks that move enterprise value
Quarterly Rocks anchored to the annual plan and to the company's value drivers — so quarterly work always traces back to what makes the business worth more.
Scoreboards
KPI scoreboards for every team, every leader
Score weekly against KPI definitions designed in Seat Optimizer — so the numbers each team tracks are the numbers their seat actually exists to move, never invented in a vacuum.
Ready to put Sessions to work?
Sessions is launching soon. Join the early access list to be first when it goes live.