👥 Studio 2 of 4

Client Studio

Track both client opportunities and recruiting candidates. Practice the next real conversation, follow up consistently, and move each relationship toward a clear next step.

Open Client Studio →
Pilot note: client case notes stay on this browser in this release; authenticated assignments and Practice results sync in the secure team workspace.

Part of one continuous loop

Practice Studio → Completed Result → Client Studio → Client Case → Next Follow-up → Practice
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Two growth pipelines

Track client opportunities and recruiting candidates without confusing the two journeys.

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Matched practice

The objection you enter is matched to one of the 25 Insurance & Health scenarios automatically, with a safe fallback to Free Practice when nothing matches exactly.

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CRM tracks. We develop.

CRM tracks the opportunity. AgentTraining.ai builds the capability to advance it through practice, feedback, and manager visibility.

What you track per case

  • Client name
  • Industry — Insurance or Health
  • Need / situation
  • Current objection
  • Status — New, Follow-up, Proposal, Won, Lost
  • Next follow-up date or note

Ready to open your first case?

Client Studio opens inside Practice Studio — no separate login.

Open Client Studio →

Pilot boundary: case notes remain browser-local in this release. Do not enter sensitive client data. Team assignments, scores, summaries, and transcripts use the authenticated Pilot workspace.

Continue to Leadership →