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See where AI can handle the repeated work in your coaching business. Start with the tasks that take up your week.
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Work through a guide.
Measure your admin, prepare session notes or check what a workflow needs before you connect it.
13 resources
Lost Hours Calculator
Count your weekly admin time. See the yearly total and choose the first task to measure.
Open toolSession Notes
Turn non-confidential notes into a session summary with takeaways and agreed next steps.
Open toolNote Anonymizer
Replace listed names and common contact details. Your notes stay in your browser. Check the result for identifying context.
Open toolWhere AI Fits in a Coaching Business
Map the work around your sessions, content and records. Keep the coaching decisions with you.
Read guideClient Data and AI: A Workflow Checklist
Check where information goes, who can access it and what each provider keeps.
Read guidePrepare for the Next Session
Turn the last session notes into a short prep brief you can check before the call.
Read guideReview Themes Across Sessions
Look for repeated themes in a client's notes without turning a suggestion into a conclusion.
Read guideDraft a Proposal from a Discovery Call
Use the prospect's stated needs as the basis for a proposal you review and send.
Read guideSet Up Post-Call Drafts
Connect session notes to a follow-up draft, with a review step before anything reaches a client.
Read guideKeep Your Coaching Hours Log Accurate
Record the coaching time you confirm in the spreadsheet you already use.
Read guideReview an AI Recommendation
Check the evidence behind a suggested next step before acting on it.
Read guideTurn Approved Feedback into Content
Use the idea behind a client win without exposing the person behind it.
Read guidePrepare Your Monthly Newsletter
Use your existing email template and spend your review time on the words that change.
Read guide