Playbook
$99
one time · one person · lifetime access
- 76 lessons across 12 modules
- Scripts and fill-in templates
- Saved lessons, reading progress, and reflections
- 30-day money-back guarantee
For agencies, consultancies & client-services teams
Handle difficult client conversations with more clarity and confidence. Use practical scripts, review the message before you send it, or rehearse with Coach.
76 lessons · Real scripts, not theory · 30-day money-back guarantee
Hi Sarah — sprint went great! Dashboard redesign is done, user flows updated, 12 bugs fixed.
Also, we’re probably going to run about two weeks behind on the launch, but hopefully we can make some of that up as we go.
Anyway, next sprint we’ll focus on the reporting module…
Illustrative sample. Live reviews use your message and optional context.
Every services business runs on the same fragile thing: what happens when your people talk to your clients.
None of this is a talent problem. Your team was trained for the craft and never trained for the client — then handed both jobs on day one.
Clients can leave even when the work is good. Sometimes they were surprised — by a delay they heard about too late, a budget they watched inflate, a team that went quiet exactly when they needed a straight answer.
In a services business, communication isn't a soft skill. It's the difference between a vendor and a partner — and vendors get replaced.
The premise behind Clientside
A 76-lesson course built from years of real client work. No communication theory, no personality tests. Each lesson takes one situation — the delay, the pushback, the money conversation — and shows exactly what good and bad look like, with the words to use.
The same practical skeleton, honed across all 76 topics — built to be used the week you read it.
Want a taste first? Read Read the Room, Delivering Bad News, or Managing Scope Creep free — no signup.
Here's the honest problem with every course, including this one: knowing isn't doing. Your team reads the lesson on delivering bad news in March. The bad news arrives in August, at 4:45 on a Friday. That gap is what the Coach is for.
Grounded in the Playbook methodology, Coach works where the communication actually happens: before your team hits send, after the client call, and across the months where habits form.
Paste any email, Slack message, or proposal. Coach reviews the strategy, not the grammar — is the ask clear? Is the bad news buried? Is there a plan attached? — and suggests a revision, citing the lesson behind every note.
Upload a transcript to find commitments, useful coaching moments, and supporting excerpts. Search the source and save follow-ups with an owner and date. Automatic imports require an enabled team workspace and supported provider settings.
“The client wants to add a feature and doesn't expect it to cost anything. How do I handle tomorrow's call?” Get scenario-specific guidance, draft help, or practice the conversation against an AI playing the client.
Reflect on recurring themes in your own reviews. Choose a skill to practice, save client context, and follow through on commitments. Teams share a practice plan; personal messages and reflections stay private.
we should probably be fine.Playbook suggests a confidence level and a date for a firm answer — see Communicating Timelines & Progress.
Call reports are private to the person who uploaded the transcript. Team practice plans are shared.
The Playbook gives your team the frameworks and the exact words — 76 situations, covered once, referenced forever.
Coach reviews the real email before it goes out and preps the real conversation before it happens — at the moment of need, not in a workshop.
Review patterns and reflections help each person notice recurring coaching themes and decide what to practice next.
Buy the knowledge once. Subscribe to the practice. Cancel the Coach anytime.
one time · one person · lifetime access
billed monthly · one person
Purchases are opening soon. Explore the sample review above.
Per person: up to 100 reviews and 100 chat turns daily, with hourly limits. Up to 20 call analyses daily. Shared service limits also apply. Automatic capture is available only in enabled team workspaces.
Questions about a larger team? Talk to us. Read how your data is handled.
The approach
Built by Josh Ferrara. Clientside brings communication frameworks, usable scripts, and guided practice into the same workspace. The method is simple: make the issue clear, keep the facts honest, and agree on the next step.
Your message reviews, conversations, call analysis, and reflections are private to you. Team admins manage seats and create shared practice plans. Every member can see those plans.
Client-facing teams at agencies, dev shops, design studios, MSPs, and consultancies — developers, designers, PMs, account leads, and the owners who currently act as the communication safety net. If your revenue depends on retainers, renewals, and referrals, this was written for you.
The lessons are written and searchable, with reading times and practical scripts. Choose one situation to discuss each week, save a shared practice plan, and let each person keep their reflection private. Coach also works directly with a message or transcript; course completion is not required.
You can export or delete your work in Settings. Select a 7-, 30-, or 90-day retention period for source transcripts, or delete them yourself. Scorecards and quoted excerpts remain until you delete the call. AI features send submitted content to model providers with data-collection-denied and zero-retention routing requested. Automatic capture imports existing transcripts; it does not send a bot to your meeting.
No. The Playbook stands alone if you want the knowledge; the Coach stands alone if you want the feedback. But they're built as a pair — the Coach cites Playbook lessons in every review, and annual Coach team plans simply include the Playbook. Most teams start with the Playbook and add the Coach when they see the gap between reading it and doing it.
The Playbook has a 30-day, no-questions money-back guarantee. Manage or cancel your Coach subscription in Settings. Your selected billing period is shown at checkout. We'd rather refund you than have you quietly regret it.
Explore a free lesson or try the sample review. Start with the situation you want to handle better.