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AI for Coaches · live online workshop

AI training for independent consultants

Turn your call notes into follow-ups in your voice.

Draft recaps, proposals and posts from your own notes and writing, so the work around consulting starts with your expertise.

live online workshop · taught by Danielle, who used to coach

Join the waitlist

Join the free waitlist for the paid workshop’s next date and Switchboards emails. No seat is reserved.

I founded Freelance Travel Network to help freelancers build their businesses, and I used to coach. I know how much work happens around the conversation.

Danielle Thompson, founder of Switchboards

Where your week goes

You’re paid for judgement, by the day or by the project. The unbilled hours go on the writing that wins the work and keeps it.

Set up in the workshop

Same-day call recaps

Now:

The call goes well, then the recap waits until Thursday because you go straight into the next client’s workshop.

With AI:

Use your call notes to draft a recap in your voice. Check the client’s words and agreed actions before sending.

Example recap opening (illustrative)

Thanks for today. You said the board wants one number by March: cost per qualified lead.

Here’s the plan we sketched, and the two things I need from you by Friday.

Proposals from the discovery call

Set up in the workshop

Now:

The discovery call is warm, but the proposal takes two evenings, and by Friday the buyer is comparing quotes.

With AI:

Your call notes become a scope in your format, using the buyer’s own words for the problem, ready for you to price.

LinkedIn posts from client work

Set up in the workshop

Now:

Posting brings in work, but every post is a blank page at 10pm, and your best material is confidential.

With AI:

This week’s lessons become LinkedIn posts with client names removed, drafted the way you already write.

Retainer progress reports

Next, not included

Now:

Monthly reports for retainer clients eat a Friday afternoon you could have billed.

With AI:

Your notes and the work you shipped become a progress report, so the client sees the value before renewal.

What you’ll set up

Practise the drafting method on your own material, then reuse it with fresh notes after each call.

  1. Visualize

    Teach AI how you write a proposal.

    You hand AI your best proposals, follow-ups and call transcripts, plus the phrases clients use for their problems, so drafts read like you on a good day.

  2. Automate

    Draft the recap from notes you supply.

    Supply your call notes or proposal details to draft the next message. Automatic triggers depend on compatible connections; start with a draft you can review.

  3. Optimize

    Check offer ideas with your buyers.

    Use the client language you’ve collected to explore offer wording. AI can suggest questions to test with buyers; their actual responses tell you what lands.

Consulting runs on the same back office as coaching, so the jobs coaches hand to AI first carry straight over. You set them up in AI for Coaches.

Questions

Is this an AI course made for consultants?

No. It’s AI for Coaches, my live online workshop for solo coaches who want AI on the follow-ups, content and launches. Consultants fit because the back office is the same.

Is this about becoming an AI consultant?

No. It’s about running your own practice with AI. You keep consulting in your own field.

What about client confidentiality?

You choose what goes in, so names and anything under NDA stay out. Nothing reaches a client until you’ve read it.

Which AI do I need?

We’ll confirm the supported tools and required plans before booking. Drafting starts with material you supply; automatic triggers need compatible connections.

Hear the next date first.

A live workshop to practise drafting recaps, proposals and posts from your notes, with your review before anything goes out.

Join free for the paid workshop’s next date and Switchboards emails. This doesn’t reserve a seat.