Welcome package for each new client
Today. Not described yet.
What changes. Could draft the welcome message and package once a new client is confirmed, for a person to approve before it goes out.
Coach and course creator
What do I do with AI in a coach and course creator business?
Much of the repeating work for a coach is finding new people and answering them. Measure where the time goes first, then automate one repeating job at a time.
3 questions owners asked us, from 2 calls. Updated 2026-10-23.
What they asked
The questions, and our answers.
What are the first steps to using AI for reaching out to potential clients?Sales and pipeline
Start by measuring: read a year of your own email, read-only, to see where the time goes and which step repeats most. Automate that one step first, and add the next only once the first is running and you trust it. Anything that goes out under your name is drafted by an agent and approved by a person, and a person takes over as soon as someone replies.
How do I keep AI working from my own source material over a long project?Operations and service delivery
Standing instructions saved with a project are read on every turn, which can cut down how often you need to reload your material. You still need to check that the AI is working from the right material.
How does AI help me decide whether a message needs my action or someone else's?Operations and service delivery
AI can make a rough call on whether a message needs your action or someone else's. It can also prepare a short brief with the thread history and past decisions before you look at it, so the background is ready when you do. A person still makes the decision, and nothing goes out under your name until a person approves it.
The work that repeats
Where the time goes in coaches and course creators.
Social media posts drawn from brand assets
Today. Not described yet.
What changes. Could draft each new post from the saved brand assets, for a person to approve before it is published.
Sorting incoming messages between you and someone else
Today. Not described on the call.
What changes. Could flag which incoming messages need your action and which belong to someone else, and prepare a short brief from the thread history for a person to act on. Nothing is sent without a person's approval.
Measure, then automate.
Everything that matters in a business goes through an inbox at some point. Read a year of it, read-only, and you can see where each person's week goes. Then automate the work that repeats, one job at a time.