AI Assistant for Coaches & Consultants
Scale your impact without burning out
Coaching is personal, but admin doesn't have to be. Let AI handle scheduling, follow-ups, and client management.
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These are the daily frustrations that drain your energy and steal your time.
Scheduling back-and-forth takes forever
Every new client means 5 emails just to find a time that works. Factor in time zones, recurring sessions, and rescheduling, and you spend more time managing your calendar than coaching.
Forgetting to follow up with clients
That client who was working on their morning routine. Did they implement it? You meant to check in last week. Between sessions, you lose track of who needs what kind of support.
No system for client notes
Notes from last session are somewhere. Your notebook? A Google Doc? That voice memo you recorded? Before each call, you're scrambling to remember what you discussed and what homework they had.
Admin eating into coaching time
Invoicing, contract signing, session reminders, intake forms. For every hour you coach, you spend another hour on admin. The business side of coaching is a full-time job.
Can't scale beyond trading hours for dollars
There's a ceiling to one-on-one coaching. Only so many hours in a day, only so much energy. You want to help more people but can't figure out how to scale without sacrificing quality.
Inconsistent client experience
Some clients get thorough follow-up. Others slip through the cracks when you're busy. You know a consistent experience drives results, but maintaining it across 20+ clients is overwhelming.
With an AI assistant, you can...
Transform how you work. Here's what becomes possible.
Clients book directly via your calendar
Share a booking link. Your AI handles time zone conversion, avoids conflicts, sends confirmations, and collects intake info. No more email ping-pong.
Example:
New lead clicks your booking link, selects a time that shows as available in their time zone, fills out an intake form, and gets an automatic confirmation with your Zoom link. You see a summary of their responses before the call.
Automatic session reminders
24-hour and 1-hour reminders sent automatically. Reschedule links included. Dramatically reduce no-shows without lifting a finger.
Example:
'Hi Sarah! This is a reminder of your coaching session with Dr. Williams tomorrow at 2pm EST. Here's your Zoom link. If you need to reschedule, click here.'
AI-organized client notes and history
After each session, log notes by voice or text. Your AI organizes them by client and date, making it easy to review before your next call.
Example:
Before a session, ask: 'Give me context on my call with Sarah.' AI: 'Sarah, 6 sessions completed. Working on work-life boundaries. Last session: discussed morning routine changes. Homework: implement 30-minute morning block. She mentioned stress about her upcoming performance review.'
More time for actual coaching
When admin is handled, you show up to sessions fresh and present. More energy for the work that matters, less drained by logistics.
Example:
You realize you haven't touched your calendar manually in two weeks. Clients are booked, reminded, and followed up with. Your only job is to show up and coach.
Consistent between-session touchpoints
Your AI sends check-ins at intervals you define. 'How's the journaling going?' 'Any wins this week?' Clients feel supported between sessions without you doing manual outreach.
Example:
3 days after a session: 'Hi Sarah! Dr. Williams wanted to check in. How's the new morning routine going? Any obstacles coming up?'
Scale with group coaching and courses
Your AI can manage cohort communication, drip content, and track progress for group programs. Serve more people without more hours.
Real use cases
Practical ways to put your AI assistant to work right away.
Client Onboarding
Smooth first impression without manual work
- →New client signs up or you add them manually
- →AI sends welcome email with intake form
- →Collects goals, background, and logistics
- →Schedules first session
- →Sends prep materials before the call
Session Support
Better preparation and follow-through for every session
- →AI sends you client context 30 minutes before
- →During session, log notes via voice or text
- →After session, AI sends client a summary with action items
- →Schedules check-in based on homework timeline
- →Archives notes for future reference
Between-Session Support
Keep clients engaged without constant manual outreach
- →AI sends automated check-ins at set intervals
- →Collects client responses and flags issues
- →Delivers relevant resources or prompts
- →Alerts you if client seems stuck or disengaged
- →Creates continuity between sessions
A day in the life
Here's how an AI assistant supports a coach's daily workflow:
AI brief: 'You have 4 clients today. Sarah has been struggling with her homework (responded to check-in with concerns). The Johnsons rescheduled to next week. Two payments came in overnight.'
Before your first call, AI sends: 'Michael, session 3. Working on delegation at work. Last session identified fear of losing control. Homework was to delegate one small task. Check how it went.'
After morning sessions, you voice-log notes: 'Michael is making progress on delegation but still anxious about the big project handoff.' AI files it under his profile.
New inquiry comes in. AI responds with your availability, sends intake form, and schedules discovery call for tomorrow.
AI: 'Three clients completed their weekly check-in. Emma reported a breakthrough. James hasn't responded in 10 days.' You decide to reach out to James personally.
End of day: AI has already sent session summaries to today's clients and scheduled reminders for tomorrow's sessions. You close your laptop knowing nothing fell through the cracks.
“The between-session check-ins are game-changing. Clients feel supported, they actually do their homework, and I have context before every call without digging through notes. It's like having a junior coach handling logistics.”
Dr. Amanda Foster
Executive Coach
Frequently asked questions
Common questions from coaches like you.
Can clients chat with the AI between sessions?
Yes, if you enable it. Clients can ask the AI questions, and you can set guardrails (e.g., 'encourage them but redirect coaching questions to the next session'). You'll see transcripts of AI-client conversations.
How do I handle intake forms and contracts?
Your AI can send links to your existing intake tools (Typeform, Google Forms, etc.) or collect information via conversation. For contracts, it can send DocuSign or similar links as part of the onboarding flow.
What about HIPAA for health coaches?
You control where data is stored and processed. For HIPAA compliance, run the AI on HIPAA-compliant infrastructure and configure data handling policies. Consult with a compliance expert for your specific situation.
Can it handle payments and invoicing?
The AI can integrate with Stripe, PayPal, or your invoicing tool. It can send payment links, track who's paid, and remind clients about outstanding invoices.
Getting started is easy
You can have your AI assistant running in about 30 minutes.
Get the guide
Free, step-by-step instructions to set everything up
Set it up
Follow along at your own pace, no coding required
Start chatting
Message your AI via WhatsApp, Telegram, or Discord
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