The client experience for independent mentors
Make the value of your mentoring impossible to miss.
MentPass is a coaching client portal for independent mentors and business coaches. Give every client a branded place where decisions, action items, session summaries, and business movement stay visible between calls.
Concierge setup on eligible plans · EU-hosted application data · No per-client fee inside plan limitsGoogle CalendarFathom or FirefliesBooking linkRead-only analytics
MClient experiencewith your practice name, logo, and colour
Keep the tools you already use
- EU-hostedApplication data
- Founder-runBuilt for independent mentors
- ConciergeSetup support varies by plan
- Flat monthly plansNo per-client fee inside plan limits
YOUR CURRENT TOOLS, PLUS MENTPASS
Works with your stack
MentPass keeps selected information from your existing tools on the matching client record.
- You bring
- Google Calendar · Zoom or Google Meet · Fathom or Fireflies · your booking link (TidyCal, Calendly, or Cal.com)
- We add
- The branded portal · the client record · read-only analytics · an AI industry brief at the cadence included in your plan
INTERACTIVE PREVIEW
Preview the client experience
01 / SELECT YOUR CURRENT TOOLS
Turn each tool on or off. The example shows which information MentPass can display when you use that tool.
MentPass does not replace these tools. You need a Fathom or Fireflies plan that allows MentPass to import meeting data. Analytics access is read-only.
NNorthstar Advisory
ELENA'S PORTALELENA'S MENTPASS WORKSPACE
3 connected sources shown in this sample workspace.
Interactive illustration · fictional client data
Why this matters
A good session should not disappear into a recording link.
The conversation can be excellent and still feel temporary. Value becomes easier to recognise when the client can see the decisions, movement, and commitments accumulating over time.After the call
Decisions and action items stay visible after the call
At the next session
The next session starts from accumulated context
At renewal time
Clients can see the evidence of progress at renewal time
The client journey
Your value stays visible before, during, and after the session.
Before
They arrive knowing what deserves attention.
During
The conversation stays connected to business reality.
After
The value continues after the call ends.
FATHOM SESSION IMPORTS
Your Fathom meeting record, stored against the right client
MentPass imports each recording link, transcript, and summary from your Fathom account and stores them against the right client. Suggested action items remain pending until the client accepts or dismisses them. Before the next session, you can see what was said, what was promised, and what is still open.
- Client record
- Recording link, transcript, summary, and suggested action items stay tied to the client via your Fathom account
- Attendance
- Attendance can still be detected when a call was not recorded
- Next session
- Open promises carry forward into the next client session
CLIENT ANALYTICS
Their numbers sit beside the work you discuss
Connect GA4, Search Console, Google Ads, and Meta Ads for each client using read-only access. Traffic, search demand, spend, and conversion movement are ready before the session opens. MentPass displays source-account movement; it does not claim that coaching caused the change.
- GA4
- Sessions, conversions, and acquisition trends
- Search Console
- Queries and landing pages
- Advertising
- Google Ads and Meta Ads performance snapshots
THE MATH
Your call tools handle the meeting. MentPass keeps the client record.
Google Calendar, Zoom or Google Meet, Fathom or Fireflies, and your TidyCal, Calendly, or Cal.com link continue to handle scheduling and the call. MentPass keeps the branded client portal, client record, follow-through record, optional read-only analytics, and an AI industry brief at the cadence included in your plan.
- Portal
- A branded home for each client
- Brand
- Your practice name and identity
- Analytics
- Read-only client reports before each call
- News
- An AI industry brief at your plan's cadence
- Record
- The client history and promises
MENTPASS FEATURES
Table-stakes features, kept compact
Client invites
Email invites and account setup for each client.
Editable emails
Subject lines and message copy you can tune.
Questions
Client questions kept with their profile.
Resources
Files, links, and templates attached to the client.
Direct chat
Direct messages in the client workspace, with email notifications.
Calendar and booking
Google Calendar plus your TidyCal, Calendly, or Cal.com link.
TRUST AND SETUP
EU-hosted, founder-run, and set up with clear data boundaries.
MentPass application data is hosted in the EU. Files download directly, and remaining workspace data is packaged for export on request. Concierge setup availability varies by plan.
- EU-hostedApplication data
- Export availableFiles directly; workspace data on request
- Founder-runBuilt around an independent mentoring practice
- ConciergeSetup support varies by plan
FAQ
Questions mentors ask before the demo
What counts as a client?+
A client is an active mentee profile in your MentPass workspace. If someone stops working with you, you can deactivate the profile instead of keeping it in your active list.
Do I need Fathom or Fireflies?+
You need a supported Fathom or Fireflies plan for meeting imports. MentPass does not record calls itself. Fathom can provide recording links, transcripts, summaries, and suggested action items; imported suggestions remain pending until the client accepts or dismisses them.
Do I need a scheduling tool?+
Bring your TidyCal, Calendly, or Cal.com link. MentPass also connects Google Calendar so sessions and client records stay aligned.
What happens when I hit my client limit?+
You can move to the next plan before adding more active clients. No per-client fees are added inside a plan.
Can I import existing clients?+
Yes. Import and setup support varies by plan; where included, it helps bring your current client list and core records into MentPass.
Can I leave and take my data?+
Yes. Files can be downloaded directly, and the remaining workspace data can be packaged for export on request.
Where is my data hosted?+
MentPass application data is EU-hosted, with files available for direct download and a packaged workspace export available on request.
Is MentPass related to MentorPass?+
No. MentorPass is a mentor marketplace; MentPass is the client portal for running your own practice.
How much of the client portal can I brand?+
Inside MentPass, you can apply your practice name, short name, logo, and primary colour to the signed-in client workspace. On Pro and Scale you can also use your own portal domain and send email from your own domain once their DNS records are verified. The login page keeps the MentPass identity.
REQUEST A DEMO
See a live branded portal
Request a short walkthrough and we will show how MentPass would look for your practice: meeting records from your connected Fathom or Fireflies account, read-only analytics, and your TidyCal, Calendly, or Cal.com link.
- A live branded portal walkthrough
- Setup options for your chosen plan
- Clear answers on meeting assistants, analytics, exports, and client limits