CX · Customer experience
The moments clients feel.
The moments a executive 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 Executive Coaches
What should stay human at a executive 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 executive 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 executive coach. Agents can surface the gaps; the owner still decides.
Main roles
The people a executive coach usually employs. Each card is written for this business, then links out to the full role page.
Role
Executive Coach
Delivers one on one coaching, prepares session notes, designs development plans, and supports clients on goals and accountability.
Role
Administrative Assistant
Schedules sessions, prepares documents, manages inboxes, issues invoices, and keeps client records organised and current.
Role
Client Services Manager
Onboards clients, manages program logistics, follows up between sessions, and handles feedback, renewals, and scheduling changes.
Role
Owner-Operator
Runs the Executive Coach, handles customers, scheduling, staffing, and the day to day decisions that keep the business moving.
Freelancers & agencies you might hire
Specialists a executive coach often brings in. These sit in the same roles database, with a short note written for this business.
Freelancer
Freelance Copywriter
Writes website copy, newsletters, thought leadership articles, and program descriptions aligned with the coach's services and audience.
Freelancer
Freelance Web Developer
Maintains the website, integrates booking and payment tools, and fixes issues with forms, pages, and performance.
Agency
PR Agency
Supports media placements, speaking opportunities, podcast outreach, and profile building for the coach and their programs.
Freelancer
Freelance Bookkeeper
Keeps accounts current, reconciles transactions, prepares BAS or tax information, and tidies invoicing for the owner.
Want this set up for you?
If you would like someone to build these flows for a executive 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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