Session preparation
Before sessions, AI can help organize your own notes into a short prep sheet with themes, questions to explore, and progress since the last session. Remove identifying details before using public tools.
Session follow-ups
After sessions, AI can help draft recap messages summarizing key insights and agreed actions. Clients appreciate having a written reminder of their commitments.
Onboarding new clients
- Welcome messages
- Intake questionnaires
- Explanations of how coaching works
- Scheduling and cancellation policies
AI can help draft each of these.
Content marketing
Coaches often attract clients through helpful content. AI can help plan topics, write newsletters, and draft social posts. Add your personal stories and perspective so content reflects your unique approach.
Workshops and programs
AI can help outline workshops, group programs, and course materials based on your expertise.
Stay within your scope
Coaching is different from therapy. Make sure your content and conversations stay within your training and refer clients to licensed professionals when appropriate.
Protect confidentiality
Client conversations are private. Avoid entering identifiable details into public AI tools.
Measure progress
Use AI to help design simple progress check-ins so clients can see how far they've come.
Keep your voice
Clients choose a coach for their personality and perspective. Use AI drafts as a starting point, then rewrite them in your own words so everything you send sounds like you.
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