For coaches · Session workflow

How a set-up session runs.

One session, four parts: talk through how your client's brain works, spot the patterns costing them the most, set Humble up live and leave with a plan already in their system. Around 45 to 60 minutes, same length as a standard coaching call.

The session, step by step

Guided conversation · ~15 mins

Attention patterns, energy rhythms and capture habits — what's worked for your client and what hasn't.

Pattern identification · ~10 mins

Name the two or three things costing them the most, so the set-up solves the right problem first.

Live set-up · ~25 mins

Calendar connected, notes imported, task system configured for their patterns — built together, not demoed.

Plan entered

Next steps go straight into their Humble system, so it's waiting for them tomorrow, not left in a notebook.

What each of you sees

There's no separate "coach view" and "client view" to learn — it's one timeline, the same one your client already uses in Humble. They decide, item by item, what's shared with you and can revoke it any time. Here's a worked example of a client's day.

Shared with coach Private to your client
  1. 09:10
    Task completed

    Confirmed Thursday's OT appointment

    Shared with coach
  2. 10:45
    Note added

    Draft agenda for Thursday's team catch-up

    Private — not shared
  3. 12:30
    Calendar

    Next coaching check-in booked for Friday

    Shared with coach
  4. 15:00
    Task completed

    Paid the accountant's invoice

    Private — not shared
  5. 16:20
    Session note

    Energy dips after 3pm — plan admin before lunch next time

    Shared with coach

Worked example, not live product screenshots — your client's real timeline and sharing controls look like this but with their own items.

How long does a Humble set-up session take?

Around 45 to 60 minutes for the live set-up, similar in length to a standard coaching session.

Do I run the session or does the client run it themselves?

Either. Some coaches drive the set-up screen-share style, others talk the client through it while they do the clicking — both work, since the steps are the same.

What if the client wants to change something after the session?

They can, any time, on their own — Humble isn't locked to the configuration from the first session.

Ready to run a session?

Book a 15-minute walkthrough

Humble's app lives at humbleai.com. You'll set things up there. Already know Humble? Get started on humbleai.com →