Ideas for coaches

Ideas for coaches

• Session prep

  At 7pm the evening before each coaching call on my calendar, text me the client's last recap and anything they committed to.

  Brea reads the call and your Notion notes and sends a one-screen brief.

  • 
  • 
  • Calendar

• Session recap

  An hour after each coaching call on my calendar, take the Fireflies transcript, add private notes to the client's Notion page, and draft a recap email with what we agreed.

  Brea writes up the session and holds the email for your OK.

  • 
  • 
  • 
  • 

• New client welcome

  Once Dana's payment comes through in Stripe, send her the coaching agreement in Docusign and a welcome email with my Calendly link for the first session.

  Brea checks Stripe every 30 minutes, wakes up only when her payment shows, and sends the agreement and the welcome after you approve.

  • 
  • 
  • 
  • 

• Renewal watch

  Every Monday, check Stripe for failed payments and packages ending in the next two weeks, and draft the reminder or renewal note for each.

  Brea finds who needs a nudge and drafts each note for you to send.

  • 
  • 
  • Email

• Between-session check-ins

  Every Wednesday, email each active client a short check-in on the goal from their last session in Notion.

  Brea reads each client's latest notes and drafts a personal check-in for you to approve.

  • 
  • 
  • Email

• First call questions

  Every hour, check Calendly for new bookings, read their intake answers, and text me three questions to ask on the first call.

  Brea reads each new client's answers and sends you a short prep list before you meet.

  • 
  • Reminders on a schedule
  • Remembers things

• Fill open slots

  Every Sunday, find my open coaching slots this week and draft an email to my waitlist offering them.

  Brea checks your calendar for free sessions and drafts the offer for you to send.

  • 
  • 
  • Calendar

• Newsletter from your sessions

  Turn this week's session themes from my Notion notes into a newsletter draft, with no client names or details.

  Brea pulls the common threads from your notes and writes a draft you can edit and send.

  • 
  • 
  • Email

• Monthly income report

  On the 1st of each month, put last month's Stripe payments in a Google Sheet by client and package, and text me the total.

  Brea builds the sheet from Stripe and sends you one number to start the month.

  • 
  • 
  • Reads files

• Testimonial requests

  Every Friday, check my Notion client list for packages that ended this week and email each client asking for a two-line testimonial.

  Brea finds who just finished and drafts a warm, short ask for each.

  • 
  • 
  • Email

• Session reminders

  At 4pm the day before each coaching session on my calendar, email the client a reminder with the time and the Zoom link.

  Brea sends every reminder on time, so fewer sessions start late or get missed.

  • 
  • 
  • Calendar

• Reschedule requests

  When a client emails to reschedule, offer two open times from my calendar and move the session once they pick.

  Brea handles the back and forth and updates your calendar when the client answers.

  • 
  • 
  • Email

• Homework reminders

  At 9am two days before each client session on my calendar, email the client a reminder of the homework from their Notion page.

  Brea matches your calendar to your notes and sends each client their own reminder.

  • 
  • 
  • 

• Sessions left in a package

  Every Monday, count each client's sessions this package from my calendar, update my Airtable, and text me who has two or fewer left.

  Brea keeps the count current and tells you who is due for a renewal talk.

  • 
  • 
  • Calendar

• Past client check-ins

  On the 1st of each month, find past clients I haven't emailed in three months and draft a personal check-in for each.

  Brea finds who has gone quiet and drafts a note from what you worked on together.

  • 
  • 
  • Email

• Morning coaching brief

  Every weekday at 7, text me today's sessions with each client's last notes, plus any unpaid Stripe invoices.

  Brea reads your calendar, notes, and Stripe and sends one short brief.

  • 
  • 
  • 

• New program sign-ups

  Every morning, check Kajabi for new sign-ups to my 8-week program and email each one my welcome note and Calendly link.

  Brea reads the new sign-ups on the site and sends each welcome after you approve.

  • 
  • 
  • Uses websites for you

• Podcast guest pitches

  Find five podcasts about career change that take guests, and fill in their guest forms with my bio once I approve.

  Brea finds shows that fit, fills in each application on their site, and submits only after you say yes.

  • Uses websites for you
  • Searches the web