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Cadence

Stop running customer meetings out of your inbox and a messy shared calendar. Build, schedule, and send recurring customer cadences — weekly reviews, monthly business reviews, quarterly check-ins — in one place, with branded calendar invites that land cleanly in every attendee’s calendar.

Recurring Cadences, Built Once

Define each recurring meeting once — name, agenda, duration, required personas, and software training topics. Cadence auto-generates the monthly schedule for every account so your team never rebuilds the same series twice.

Calendar Invites That Actually Work

Every invite is a fully RFC-compliant .ics with the advisor as organizer, real attendees, agenda, training topics, and meeting link baked in. Gmail and Outlook auto-process sends, reschedules, and cancellations — no more “is this meeting still happening?” threads.

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Drag-to-Reschedule, One-Click Cancel

Move a session to a different week by dragging the card. Cancel and the attendees’ calendars clear themselves. Resend after an agenda change and everyone gets the update — with the original meeting context preserved.

Frequently Asked Questions (FAQs)

Does Cadence replace my calendar tool (Google / Outlook)?

No — it works on top of it. Cadence sends standards-based calendar invites that flow into whatever calendar your customers and team already use.

Where does the Cadence content come from?

It comes from Subrise Plan. Each plan defaults to optimal cadences for your type of business, but we’ll work with you to customize it further to your needs, via a blend of Meetings (1-on-1 CEO, full business, departmental coaching and more) and Tasks (custom Co-CEO work done asynchronously by Subrise).

Who shows up on the invite?

Attendees are resolved automatically from the personas you define on the cadence (e.g. “Account Champion,” “Executive Sponsor”), plus any one-off participants you add to a specific session.

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