07 — Coaches & Consultants
More Clients Served. Less Time Behind the Scenes.
AI builds your proposals, repurposes your content, and runs onboarding while you do the work that pays.
What AI Solves
What AI Solves for Coaches & Consultants
Proposal Generation
Branded, custom proposals in 10 minutes — not 2 hours.
Content Repurposing
Turn one podcast or call into 30+ pieces of content.
Client Onboarding Flows
Welcome packets, kickoff scheduling, and questionnaires on autopilot.
Session Notes & Summaries
AI-generated recap emails after every session.
Lead Magnet Funnels
Automated nurture for every download and webinar opt-in.
Testimonial Collection
Smart prompts that generate case-study-ready testimonials.
Choose Your Path
Three Ways to Work With Us
Best for: Getting Clarity
Discovery
one-time investment
- 90-minute AI Strategy Session
- Full business process audit
- Custom AI Opportunity Report (10+ pages)
- Priority tool and automation recommendations
- 30-day implementation roadmap
- Recording + written summary delivered within 5 business days
Best for: Ready to Build
Implementation
Custom quote per scope
- Everything in Discovery, plus:
- Full AI workflow build and integration
- CRM, scheduling, or communication automation
- Staff training session (recorded)
- 30 days of post-launch support
- Industry-specific templates and prompts
- Delivered in 30 to 60 days
Best for: Ongoing Growth
Retainer
Based on scope of work
- Monthly AI performance review
- Workflow updates and new automations
- Content and copy AI support
- Priority response within 24 hours
- Quarterly strategy recalibration
- Ongoing prompt library access
Best-in-Class Stack
Tools We Use for Coaches & Consultants
Best-in-class platforms we configure, integrate, and train your team on.
Free Download
The AI Starter Checklist for Coaches & Consultants
See exactly which tasks AI can take off your plate this week.