Publish client personality report as live website page

You store client psychometric results in a table but still assemble transcripts, charts and images manually. Coaches can view and share the polished client report within minutes.

Overview

Client personality outputs and call notes are trapped in tables and drafts, delaying coach prep and shareable deliverables. This flow turns an updated record into a polished, live client report page, so coaches get a shareable profile within minutes and handoffs are faster ahead of sessions.