Bloks for Coaches & Consultants

Turn every call into action. Bloks equips coaches & consultants with 360° Relationship Intelligence, rich context, and friction-free follow-through—so you can stay organized and drive real client momentum.

Capture Every Nuance – Automatic recording and tagging of calls (Zoom, Meet, Teams, in-person) means you turn up to the next session with the full thread at your fingertips.
Smart & Strategic AI Summaries  – 30-second briefs surface themes, decisions, risks, and next-step suggestions—so you stay fully present without the notes.
Everything Organized  In One Place – Bloks stitches emails, decks, contracts, and meeting history into one secure workspace—no more hunting through notes or emails.

500K+

Meeting Notes Taken

8+

Hours  Saved per Week

<5 Min

Set Up Time

Trusted by Top Insurance Firms

"Bloks lets me focus on my clients, not my keyboard. It just works in the background, capturing everything so I can stay fully present.”

Bryan Kramer
Author & Executive Consultant

“Blocks is my assistant. Five minutes before a client call it reminds me what we covered and the key points—so I show up fully ready.”

Maria Bailey
Executive Coach

“The real advantage is how Bloks removes the complexity of ‘what do I do with this transcript?’ and turns it straight into next-step actions.”

Ed Brill
Consultant, Orchid Black

Supercharge Your Workflow

Progress at a
Glance

Pre-meeting briefs distill every interaction across the engagement.

AI-Powered
Insights

Mine past conversations for hidden opportunities, blockers, and warm introductions.

Automated Follow-Ups

Smart reminders and ready-to-send email drafts keep momentum with stakeholders.

Book a 15-min Demo
integrates with leading crms

Why Consultants Love Bloks

Time Back for Thinking – Bloks takes the admin grind off your plate, freeing hours for deep strategy and insight.
Always-On Assistant – Automatic task cues, follow-up drafts, and prep briefs act like an extra set of hands keeping every project on track.
Fully Present Conversations – Real-time capture and summaries let you focus on the client, not your keyboard, so each interaction lands with maximum impact.
“Bloks is my secret weapon—-it keeps me on my game and always ready for whatever’s next.”
Executive Coach