Turn your proven method into a client workspace they can use between sessions.
You have spent years building your method. But too much of its value disappears when the workshop or session ends. Mosaico turns your method into a practical client workspace with clear next steps, exercises and progress tracking. Send us your decks, PDFs and talks, and we help turn them into the experience your clients use between sessions.
The delivery challenge
A proven practice shouldn’t be limited by your availability.
- Value is delivered mainly when you’re present
- Clients need momentum between sessions
- Checking on clients eats your week: calls, Teams and Slack just to know who’s done what
- Repeatable work can be systemised without losing personal guidance
- Better delivery creates capacity for more clients, longer relationships and new offers
The resultHelp every client keep moving without filling your calendar with follow-ups. Mosaico shows you what each client has completed, who needs attention and what should happen next.
Turn your method into a client experience
Give every client a clear path to follow.Give every person on your team a clear path to follow.Give every client organisation a clear path to follow.
We start with the way you already work and turn it into a personalised client workspace so clients can keep progressing between sessions.
For example, a leadership coach might create a client workspace with a personal profile, a six-step development journey, weekly exercises, agreed actions and progress updates.
Choose the example closest to your work.
Turn your coaching model into guided client journeys and progress tracking.Give clients a private structure for goals, reflections, actions and progress.Give clients a clear plan with actions, resources and progress between meetings.Turn your role frameworks into development journeys every person can follow and track.Roll out your operating standards to every site, with checklists and completion you can see.Turn your career frameworks and methods into assignments and skills progress for every person.Run your programmes for each client organisation, with participant progress in one place.Give every client a clear roadmap, with actions and progress you can track.Collect evidence and track compliance for every client, the same way each time.
- what you teach
Your coaching models and the research behind them.Your role frameworks, policies and playbooks.Your proprietary frameworks and diagnostic models.
- how you work
How you hold every client relationship.How your organisation expects people to work.The approach that sets your firm apart.
- what clients need next
Years of knowing what each client needs next.What great looks like in every role.Your consultants’ judgement across many clients.
- what progress looks like
What you and each client want to change.The culture every team should share.The outcomes you promise every client.
journeysprogrammesengagementsprogresscompetenciesoutcomesexercisesassignmentsactionsclient profilesemployee profilesclient spacesGrow beyond referrals
Once delivery is easier, you can grow your pipeline too.
Mosaico can also help you find more of the right clients. It reviews suitable LinkedIn profiles, drafts invitations in your voice and waits for your approval before anything is sent. You stay in control of every message.
Your first days
- 1Send your three best talksAs PDF or YouTube links.
- 2Our agent learns how you workIt picks out your approach, your ideal client and the way you speak.
- 3Connect and approveConnect the desktop app to Mosaico and approve your first drafts the next morning.
- Our agent reads LinkedIn profilesIt picks people who fit your playbook, up to LinkedIn’s limit of about 20 invitations a day.
- Drafts in your wordsOne invitation note per person, written the way you speak.
- You review and approveEdit anything. Nothing is sent until you approve it.
- Invitations go out from your accountFollow-ups are drafted when people reply, and you approve those too.
Outreach runs through a desktop app connected to Mosaico (details under Trust), and a person approves every send. Around 10 qualified leads a day is what we aim for, not a guarantee.
Built for trust
Use AI without giving up control.
Use Mosaico’s AI, or connect ChatGPT or Claude. Either way your data stays in Mosaico, not in their chats or files, and nothing happens without your approval.
- Holds your data, tasks and processes
- Add people, assign tasks and see progress
- Ask for reports, charts and recommendations
- Add new components and shape Mosaico to fit you
- Does everything Mosaico AI does
- Runs LinkedIn outreach through Mosaico’s agents, in the Claude or Codex desktop app
- Uses your own LinkedIn login to find leads and send messages
- Nothing goes out without your approval
- Stored in Mosaico, never copied into Claude or ChatGPT
- Permissions decide who can see or change what
- Protected from loss and unwanted edits
- Every AI edit is tracked, so you have a full audit trail
Mosaico follows your existing permissions. People, and the AI working on their behalf, can only access the information their role allows them to see.
How it works
From your method to a working system in four weeks.
- We learn how your business works
- Together we decide what should stay personal and what Mosaico can support
- At the end, you can continue with Mosaico or leave with the AI tools and skills we created together
Four weeks with our founders
No templates or standard package. Our CEO and CMO work with you every week to understand your business and shape Mosaico around it.
- Meet & alignYou show us how your business works, what you want to achieve. Together, we decide whether there is a strong fit.
ActionsIf we agree to proceed, we put a mutual NDA in place and schedule weekly working sessions.
Start a free pilot - Process mappingYou share your documentation and take us through your methodology, business goals and customer experience.
ActionsWe create your Mosaico organisation and begin structuring your methodology.
- Review & refineWe show you how your methodology works inside Mosaico and how your team will manage it.
ActionsYou review the system and provide feedback. We refine the structure, content and experience.
- Go live or walk awayWe confirm the next steps, if you want to continue using Mosaico, walk away with agents and skills we created or exit with no commitment.
ActionsYour Mosaico set up is ready, you can start using it, we confirm the subscription model or you walk away.
Choose your lane
Pick your lane
Pick the lane that fits where you are today. Not sure which one? The four-week pilot ends with a choice, not a contract.
Start a free pilotFind more clients
LinkedIn outreach that learns your framework and brings qualified leads every day. Our agent drafts in your words and you approve every send. Needs the Claude or Codex desktop app. Weekly coaching on your outreach is from $100 a session.
from $150/month, around 10 qualified leads a day
Organise your method
Send us years of scattered content and we tidy it into one framework, plus the agents and skills you can load into Claude, ChatGPT and others.
from $1000, one framework you can use anywhere
Deliver your method at scale
Run your method across client organisations under your brand, with progress and completion per person and team. Mosaico is set up with you and ready to start.
from $150/month per setupFAQ
Questions, answered.
Straight answers about turning your method into a client workspace and growing how you deliver it.
What will my clients actually use?
A personalised client workspace: their own profile, a step-by-step journey, exercises and agreed actions to complete between sessions, and progress you can both see. For example, a leadership coach might give each client a personal profile, a six-step development journey, weekly exercises, agreed actions and progress updates.
Is Mosaico a delivery platform, an outreach tool or both?
Both, and you can start with either. The client workspace is how you deliver your method and see each client’s progress. Outreach is optional: it helps you find more of the right clients, drafts invitations in your voice and waits for your approval before anything is sent.
What does “turning my method into software” mean?
Your decks, PDFs and talks become something your clients can use: profiles, journeys, tasks and progress tracking in one place, instead of slides and documents they read once. We do the structuring with you during the pilot. You do not need to build or buy any software yourself.
What do you mean by a proprietary methodology?
A repeatable way you create an outcome: a framework, programme, assessment, process, coaching approach or body of expertise. It may already be documented, or it may still live across people, calls, templates and files.
Does the methodology need to be fully documented first?
No. Mapping what really happens is part of the work. Existing documents help, but Mosaico is designed to capture the decisions, judgement and delivery steps that polished documentation often leaves out.
Who is Mosaico for?
Consultants, coaches, speakers, trainers and anyone who sells a framework or programme into companies. It also works inside a single business that wants to roll out its own way of working.
Does Mosaico replace consultants, coaches or practitioners?
No. It carries the repeatable parts: coordination, guidance, resources, reminders and progress collection. Your people spend more time on judgement, trust, interpretation, coaching and intervention.
Can we serve several client organisations?
Yes. Mosaico is built for methodology firms that serve several client organisations while keeping central control of assets, branding, permissions and an overview of the whole portfolio. We show progress and completion per person and team.
Can we use Mosaico only inside our own business?
Yes. You can use the same methodology engine to turn internal operating models, programmes and processes into assigned, trackable journeys for your teams. Outreach is optional in this model.
How does LinkedIn outreach work?
You send us your best talks or documents. Mosaico picks out your approach, ideal client and the way you speak, then reads LinkedIn profiles and drafts each invitation in your words. You review, edit and approve every message; nothing is sent without you. We stay inside LinkedIn’s limit of about 20 invitations a day, which is around 10 qualified leads a day for most people, though that is an aim and not a guarantee. Outreach runs through the Claude or Codex desktop app connected to Mosaico, using your own LinkedIn login.
Who can see what the AI can see?
Only what your role allows. Mosaico follows your existing permissions, whether you are an owner, team leader or member, so people and the AI working on their behalf can only access the information their role allows them to see.
Can Mosaico be controlled through Claude or GPT?
Yes. The Mosaico plugin allows Claude or GPT to operate the platform conversationally, including managing methodology assets, customers, delivery and monitoring. You can also use Mosaico’s built-in Sonnet assistant directly inside the platform.
Who owns our methodology and data?
Your methodology remains yours. Ownership, access, branding, participant data and any AI processing requirements are made explicit during scoping and reflected in the service agreement.
What happens in the first working session?
Bring one real example of your method and how you currently sell and deliver it. We map who it is for, the stages, the materials, where you step in personally and the outcomes you want, then identify the smallest useful version Mosaico could support.