Client handoff · Coaches · Consultants · Advisors

How does a coaching client hand off their history to a new coach?

They share their own profile before session one. You read what they chose to share instead of spending the first hour on backstory, and every note you sign stays theirs when the engagement ends.

Nothing here is a promise. Read the public revocation list or run the live revoke demo yourself.

How the handoff works

Three steps, and none of them
is an intake form.

The handoff is not a file you email or an export you beg for. It is the client granting you access to a record they already own.

01 / Before session one

The client shares their profile

A client shares their own profile before session one, so you read what they chose to share instead of spending the first hour on backstory. The intake hour becomes a working hour.

02 / During the engagement

Your notes go into their record

Notes you sign into the profile are dated, credited to you, and belong to the client. Your thinking accumulates in the one place it can never be stranded.

03 / When it ends

The client keeps everything

When the engagement ends, the client keeps everything, including your notes, and the next professional can start caught up, the same way you did.

A client handoff on Pupul means the client shares their own profile with a new coach before session one, so the coach starts caught up on exactly what the client chose to share.

Think about what the first session usually costs. The client has already explained their situation to the last coach, maybe a consultant before that, maybe an advisor before that. Each professional took notes, and each set of notes died in that professional's own software when the relationship ended. So the client performs the backstory again, from memory, and you take notes again, from scratch. Everyone in the room is doing archaeology on a record that already existed somewhere else.

The handoff fixes this because the record never belonged to any one professional in the first place. The client owns the profile. Practitioners are contributors to it. When a client arrives with a profile that earlier practitioners have signed notes into, you are not reading gossip or a competitor's export. You are reading dated, credited entries the client has chosen to show you, in a record the client controls.

Consent runs the whole way through. The client decides what you see, and what they kept private is simply absent. The client can revoke a practitioner's access at any moment, and the revocation is published to a list anyone can read, so nobody is ever guessing about whether access is still live. That control is not a threat to you. It is the reason clients are willing to share a real history with a new coach at all.

Why clients say yes

The handoff works because
the client loses nothing.

Every earlier version of "share your history with a professional" asked the client to give something up. This one does not.

Ownership

The record is theirs, always

Your notes are dated, credited to you, and belong to the client. The engagement ending does not strand the record in your account, because it was never in your account.

Control

Revocation is real and public

The client can end your access at any moment, and the revocation lands on a public list anyone can read. Sharing feels safe because unsharing is verifiable.

Continuity

Every professional starts caught up

You benefit from the notes of whoever came before, and whoever comes after benefits from yours. The client stops paying for the same first hour over and over.

What this is not

The boundary, stated plainly.

Pupul is for coaching, consulting, and advisory relationships only. It is never for therapy, medical or mental health care, hiring, or any use where a record decides access to a job, care, or a protected outcome. If your practice is clinical, this is not your tool, and we would rather say so here than after you have signed up.

Pricing

What you pay, exactly.

Plain numbers, no sales call.

practitionerFor coaching, consulting, and advisory practices.
To startFreeThe practitioner room is free to start with your first client. Run one real handoff before you pay anything.
Then$29 monthlyUnlimited clients.
Or yearly$290 a yearUnlimited clients, billed once.

The client's own profile, and their right to revoke, cost them nothing.

Open the practitioner room
FAQ

The questions coaches actually ask.

What do I actually see when a client shares their profile?
Exactly what the client chose to share, and nothing more. You read it before session one instead of spending the first hour on backstory. What they kept private is simply absent.
Who owns the notes I write?
The client. Notes a practitioner signs into the profile are dated, credited to the practitioner, and belong to the client. When the engagement ends, the client keeps everything, including your notes.
What happens if a client revokes my access?
It ends at that moment, and the revocation is published to a list anyone can read, so there is never ambiguity about whether you still have access.
What does the practitioner room cost?
It is free to start with your first client, then $29 monthly or $290 a year, with unlimited clients.
Can I use this for therapy or clinical work?
No. Pupul is for coaching, consulting, and advisory relationships only. It is never for therapy, medical or mental health care, hiring, or any use where a record decides access to a job, care, or a protected outcome.
Start with one client

Run session one already caught up.

Open the practitioner room, invite one client, and read their handoff before you ever meet. Free to start, $29 monthly or $290 a year after that.