Role guide
AI agents for coaches
Coaches sell time, so every hour of admin is an hour not coaching or selling. Agents are good at the prep, the follow-up and the content.
What to hand to an agent first
Session prep
Before each session, get a one-page summary of the client's goals, last notes and open commitments.
Follow-up recaps
Turn your session notes into a recap and action list for the client to review.
Content from sessions
Turn recurring client questions (anonymized) into posts and newsletter ideas.
Discovery-call proposals
Turn call notes into a clear offer and proposal draft.
Ready-made use cases
- 01Meeting prep dossier before every call
30 minutes before a call you get who they are, what they want, past emails and suggested questions. - 02Turn discovery calls into proposals
After a call, the agent turns notes or the transcript into a scoped proposal with pricing tiers. - 03Weekly newsletter written from your week
The agent turns your posts, wins and notes from the week into a ready-to-send newsletter draft. - 04Repurpose one piece into ten
One video, podcast or long post becomes threads, LinkedIn posts, shorts scripts and a newsletter section. - 05Client onboarding on autopilot
When a client pays, the agent sends the welcome pack, intake form and kickoff booking link.
Example: Grok Bot setup
Grok Bot routine: Meeting prep dossier before every call Schedule: 30 min before each meeting Before each external meeting on my calendar, research the attendees and their company, find our past email threads, and send me a one-page brief: who they are, likely goals, past context, 3 smart questions and the outcome I should aim for. Rules: draft first, never send or post anything external without my approval. Keep summaries short.
Grok Bot, ChatGPT, Claude and n8n versions: all templates
Keep these human
- Anonymize client stories before using them in content.
- Keep the actual coaching conversation human; use the agent for the paperwork around it.