AI agents by trade · Coaches

AI agents for coaches: the first 3 bots

Updated · by Rosh Perera

Every hour of admin is an hour not coaching or selling. These three bots draft the prep, the offer and the reminders, and you approve each one.

Top 3 bots for coaches

  1. 01Meeting prep dossier before every call

    Before each session or discovery call you get who they are, past notes and suggested questions.

    Copy the templateRead the guide

  2. 02Turn discovery calls into proposals

    After a call, turns notes or the transcript into a scoped offer with your packages. You set the price.

    Copy the templateRead the guide

  3. 03Session reminders, with your OK on each day's list

    Each afternoon it drafts reminders for tomorrow's sessions. You approve the list, then it sends.

    Copy the templateRead the guide

Every bot starts as drafts: it prepares, you approve, then it sends.

Not sure these are your 3?

Answer 5 quick questions and get your first 3 bots with copy-ready prompts. Free, no signup.

Try the planner →

Keep these human

  • Anonymize client stories before using them in content.
  • Keep the actual coaching conversation human.
  • Health or mental-health concerns go to you and, where needed, a qualified professional.

Get the free AI Team Starter Kit

4 copy-paste agent prompts, a business brief template and a 7-day plan, as a PDF. We'll email you when we publish new setups. Plus a few short setup tips by email. Unsubscribe anytime.

Want it done for you? $149 setup incl. a 30-min call

We set up one AI agent workflow from the pack for your business (for example lead follow-up, missed-call text-back or content repurposing). It starts with a 30-min call with Rosh to pick the workflow, and it's delivered within 7 days. The pack is included. Rosh does each setup himself, booked on a first-come basis.

Book the setup · $149

$149 one-time, plus local tax where it applies.

Full refund if it doesn't work: if your workflow doesn't do the job we picked on the call, reply to your receipt within 14 days of delivery for a full refund. Changed your mind before the call? Same, full refund.

Secure checkout on Whop. After checkout you'll pick a time for your 30-min call.

Built by Rosh Perera, who has set up AI automations for more than 40 businesses over about 3 years.

FAQ

Will the bot coach my clients?

No. It handles prep, proposals and reminders around sessions. The coaching conversation stays with you.

Can it send proposals by itself?

Not at the start. It drafts the offer and you approve before anything goes out.

What about client confidentiality?

Anonymize anything used for content, and keep client details in tools you trust.

Which AI tool do I need?

Any of Grok Bot, ChatGPT, Claude or n8n. Each template on this site comes in those formats. If you're not sure which jobs to start with, the free planner picks your first 3 bots in 5 quick questions.

Guides for coaches

All trades and business types