Roster
The dot shows each client's last activity: this week, last week, or 2+ weeks. Click any row to open their brief.
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Contacts
Type
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Projects
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Patterns
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Features
Usage signal + toggles for all active clients in one view.
1-3-1 challenges
Send structured thinking challenges to groups. Collect independent responses before the conversation.
Texts
Every text conversation with your clients, in one place — shared by you and Syl. Open a thread to read it and reply; your reply goes out as a real text. When a client texts back, it lands here and lights the badge. A green dot means that client is opted in and textable.
Broadcast
Send one text to many opted-in clients at once, set automated reminders, and test your connection. Only opted-in clients can be selected.
Automated reminders
When on, the system texts opted-in clients on its own: a daily check-in nudge (5:30 AM ET) to anyone who hasn't checked in, and a weekly HAF reminder (Monday 5 AM ET) to anyone who hasn't done it. It never texts someone who has already done that day's check-in or that week's HAF.
Test connection
Message to clients
Recipients
Library
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Board
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Coach
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Texting pilot — dry run. Sends the real conversation to your own phone right now: the setup questions first, then the morning check-in. Reply from that phone and your answers go through the same parser a client's would. Nothing here reaches the roster, the counts above, or the pulse.
Focus
What needs your attention across all clients.
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Central hub
One place for everything you and Syl are working on together.
Levels — Manage: they bring every decision to you · Lead: 1‑3‑1 (one problem, three options, their pick) · Empower: full autonomy
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Capture
Get it down in one pass. Sorts itself out later.
Workspace
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AI coach
Client briefings · session prep · nudge drafts
Goals & milestones
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Milestones
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Pulse
| Client | Daily | HAF | Milestones | Reach | MAP | Dials | Tasks | Last active | Text | |
|---|---|---|---|---|---|---|---|---|---|---|
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Pipeline
Accounts & contacts · BraveCave instance
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My portal
David Wible · dwible@gmail.com
VideoAsk
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My features
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Demo accounts
Two recordable demo logins for the client portal. Reset wipes the account and rebuilds it — use the new-client reset between takes to get back to a clean post-assessment state.
New client · onboarding
demo.new@bravecave.co · demo
Resets to assessment-only — everything added during a take is wiped.
Active client · feature demos
demo.active@bravecave.co · demo
Rebuilds 3 weeks of goals, HAF, sessions & projects — always dated to look current.
Team & access
This is the guest list for the admin side. Anyone here can sign in with their Google
account and see the coaching tools. Owners can also manage this page and reach your personal account;
staff cannot. Turning someone off signs them out straight away.
People who can log in
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Add someone
Staff see everything except your personal account and this page. Owners see all of it.
What each role can do
Owner
Staff
Clients, roster, coaching tools
Yes
Yes
Text clients on the shared support line
Yes
Yes
Central hub, Workspace, Contacts, Pipeline
Yes
Yes
Your personal account (“Me”)
Yes
No
This page — who can log in
Yes
No
Every “no” here is enforced on the server, not just hidden on the page.
AI helpers not logins
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