The Gap I Couldn't Stop Thinking About

Two professional worlds

A little while ago, I founded a leadership consulting and coaching practice. It was a separate business — a deliberate one — distinct from my work as a psychologist. Two different professional worlds, two different business models, and distinctly different client relationships.

What I didn't expect was how completely the tools problem would stop me in my tracks.

The tools gap

My psychology practice had everything in one coherent system. Scheduling, session notes tied to each appointment, client history, documentation, billing. It wasn't perfect, but it reflected how the work actually happens. It held the shape of the work.

When I set up my consulting and coaching practice, I went looking for something equivalent. It didn't exist. I started stacking tools — one for scheduling, one for leads, one for email, one for documents, one for notes. And the notes frustrated me most. In my psychology training, I was taught to anchor every note to a specific session on a specific day. That context matters. It tells a story over time. What I found in the coaching and consulting world treated notes like sticky pads — unanchored, disconnected from the actual arc of the relationship.

Deeper than notes

But the gap went deeper than notes. A psychology practice and a coaching practice are structurally different businesses, and they deserve to be treated that way. In a psychology practice, clients come session by session. There are no packages, no contracted engagements, no sales funnel. In consulting and coaching, you are running a business with leads, proposals, onboarding, delivery, and retention. You need pipeline tracking. You need your own branding. And you must think and operate like a business owner.

I needed a CRM with real relational depth. One that could track a client from first contact through delivery and beyond. With session notes linked to appointments. An AI layer that could surface a meaningful summary of a client's progress without me rereading everything before each session. A client-facing portal for shared documents. And enough automation to reduce admin so I could take on more clients without losing quality.

I also could not find a fully bilingual platform — French and English — that respected Canadian data residency requirements. For professionals serving Canadian clients, that is not a 'nice-to-have'.

Building EROVI

So we are building it with energy and intention.

EROVI is designed for advisors, consultants, coaches, and relationship-driven professionals who need more than a contact database but less complexity than enterprise software. For people who want to grow their business as smoothly as possible. We are designing this 'client lifecycle platform' with a clean user-interface, that is appealing to users and their clients, so you can focus on your work, with greater simplicity.

Myself and a small team of engineers are building my dream tool. And we cannot wait to share it.