CHAMPION Execute is a private coaching tool for Michael Fox Coaching clients. It is not a CRM and must never hold client financial PII.
Your own behaviors, commitments, reflections and aggregate activity counts (e.g. "6 planning meetings"). Never enter names, account numbers, balances, SSNs, policy numbers or any other information about your clients or prospects.
The app never sends messages automatically. Coaches copy templates and send them personally through approved channels.
During setup you confirm you understand the above. You may export your data as CSV at any time from Trends, and ask your coach to delete your account.