AI coaching canvases

Updated May 2026

You'll learn how to: Open the Coaching hub, pick the canvas that fits the decision you need to make right now, and run a structured session with the AI that uses your live data (contacts, opportunities, activity) to help you decide.

Time: 15-30 minutes per session. Each canvas has its own duration estimate.

Prereqs: Your workspace has Coaching enabled (most paid plans do). You have enough live data for the coach to ground in: contacts, opportunities, recent activity. Empty workspaces produce shallow coaching.

What a coaching canvas is

Each canvas is a guided AI working session focused on a single decision or planning move. You don't get a fortune-cookie suggestion; you get a structured back-and-forth where the AI asks you the right questions, pulls in your data, and ends with a concrete decision, plan, or document you can act on.

Twelve canvases ship by default, grouped into four categories.

Where they live

In the left sidebar, click Coaching (under the secondary nav, with a graduation-cap icon). The Coaching hub loads showing four category groups and the 12 canvases.

Each canvas card shows:

Title.
One-line description of what the canvas does.
Estimated duration.
Outcome label (what you walk away with).
Context label (what live data it pulls in).

Click any card to open the canvas.

The 12 canvases

Pipeline & Planning

Pipeline Review (20 min). Review your opportunities with a coach. Spot risks, stuck decisions, and the next few moves. Pulls in your live opportunity board.

New Business Planning (30 min). Turn recent wins, open opportunities, and relationship signals into a focused growth plan. Pulls in your revenue picture.

QBR Prep (30 min). Shape the story behind the quarter: what moved, what stalled, and what needs attention. Pulls in your quarter review data.

Deals & Proposals

Meeting Prep (15 min). Walk in with relationship context, useful questions, and the conversation thread so far. Pulls in the relationship context for a specific person or meeting.

Proposal Teardown (20 min). Stress-test the proposal before it goes out. Sharpen the value, scope, and decision path. Pulls in the active opportunity and its proposal document.

Win/Loss Post-Mortem (25 min). Learn from outcomes without the theatre. Keep what worked and name what did not. Pulls in past outcomes for one or more recent deals.

Competitive Situation Room (25 min). Pull together what you know when another provider is in the room. Pulls in competitor context for an active opportunity.

Relationships & Accounts

Account Expansion (25 min). Find useful ways to deepen existing client relationships without forcing it. Pulls in your client base and engagement history.

Client Health Check (20 min). Notice relationship drift early and decide where to show up next. Pulls in client relationship signals (response rates, meeting cadence, recent activity).

Referral & Network (20 min). Find warm paths through the relationships you already have. Pulls in your network map and connector strength.

Strategy & Growth

ABM Strategist (30 min). Build a coordinated plan for a specific account and the people around it. Pulls in the people map for the target account.

Activity & Habits (15 min). Review consistency, commitments, and the habits that create real opportunities. Pulls in your activity history.

How a session runs

Click a canvas. A setup screen asks for the entity / focus of the session (an opportunity, a contact, an account, or "all of my pipeline" for the bigger reviews).
The coach opens with a brief: what this session is for, what data it sees, and what outcome you'll have at the end.
The session is a structured chat. The AI asks one focused question, you answer (or pick from suggested options), it follows up. The conversation references your live data inline.
At each stage, the AI offers small artefacts (a list of next steps, a draft proposal section, a list of stakeholders to brief). You can save, edit, or discard each one.
The session ends with a summary screen showing the decisions made and the artefacts created. From there you can export, share, or kick off follow-up actions (send an email, create a deal, schedule a meeting).

Recommended starting points

The Coaching hub also shows up to three "Recommended starting points" at the top, generated from your live commercial spine (the GTM setup, your priority ICPs, your top services). These are not generic canvases; they're seeded with the specific buyer profile + service combination Nynch thinks needs attention.

Open them when you're staring at the Coaching hub and not sure where to start.

Use the right canvas for the right moment

Common patterns:

Monday morning before pipeline review with your team: Pipeline Review canvas, scoped to your active pipeline.
The day before an important first meeting: Meeting Prep canvas, scoped to that contact.
After losing a deal you thought you'd win: Win/Loss Post-Mortem canvas, scoped to that deal.
Last week of the quarter: QBR Prep canvas to draft the narrative.
A client has gone quiet for 3+ weeks: Client Health Check, scoped to that account.
You're considering breaking into a new account: ABM Strategist, scoped to the target company.
You're not sure how to think about a competitor in the room: Competitive Situation Room, scoped to the deal.

If you find yourself running the same canvas multiple times per week, that's a signal to systematise: build a saved view, set up an automation, or assign the work.

If something goes wrong

Symptom: "Coaching isn't in my sidebar." → Fix: Your workspace plan doesn't include it. Open Settings to Account to check your plan. Most paid plans include Coaching.
Symptom: "Canvas says it can't find enough data." → Fix: The canvas needs live data. Pipeline Review needs opportunities. Meeting Prep needs a contact you've actually engaged with. Client Health needs a client with meeting history. Empty workspaces produce shallow sessions; do a few weeks of normal work first.
Symptom: "The AI feels generic." → Fix: Your GTM setup may be thin. Open Go To Market and add at least one priority ICP, your top service, and your authority claim. Coaching gets sharper as your GTM gets sharper.
Symptom: "Session ended but I didn't get an artefact I expected." → Fix: Check the session summary screen for save / export options. Some canvases generate artefacts inline (e.g. an email draft) that go into the linked entity's timeline rather than the summary.
Symptom: "I want to re-run a session." → Fix: Each canvas remembers your last session by entity. Opening a canvas for the same entity offers a "Resume" or "Start fresh" choice.