CX · Customer experience
The moments clients feel.
The moments a business coach client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Professional Services
AI agents for Business Coaches
What should stay human at a business coach, what an agent can take on, and the roles that make it run.
How the work splits.
SX · Staff experience
People not buried in admin.
Less admin for the people who work at a business coach, so they can stay present in the work that needs them.
BX · Business experience
A healthier business.
Leads, bookings and the numbers behind a business coach. Agents can surface the gaps; the owner still decides.
Main roles
The people a business coach usually employs. Each card is written for this business, then links out to the full role page.
Role
Owner-Operator
Runs the practice, wins clients, delivers coaching, and sets programs, pricing, and partnerships.
Role
Executive Coach
Runs coaching sessions, prepares programs, and follows up clients on goals and actions.
Role
Administrative Assistant
Schedules sessions, prepares materials, and manages inboxes, invoices, and client records.
Role
Customer Service Representative
Handles new enquiry calls, onboarding, and routine client questions between sessions.
Freelancers & agencies you might hire
Specialists a business coach often brings in. These sit in the same roles database, with a short note written for this business.
Freelancer
Freelance Bookkeeper
Issues invoices, records payments, and keeps accounts ready for tax time.
Freelancer
Freelance Web Developer
Updates the website, booking links, and program or lead-magnet pages.
Freelancer
Social Media Freelancer
Creates posts, newsletter content, and simple campaigns to attract business owners.
Want this set up for you?
If you would like someone to build these flows for a business coach, tell us a little and we can match you with an agency. We don’t list agencies on this site.
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