for UK business coaches
AI workflow assessment for UK business coaches - find the admin stealing time between sessions.
One hour where the admin is the agenda rather than the thing you get to afterwards - programme admin, client onboarding packs, session notes and follow-ups, payment chasing, content scheduling. The plan that comes back assumes you are the one implementing it on your own, so it is sequenced rather than handed over all at once.
The work between sessions that never makes it onto an invoice.
You get paid for the coaching itself - the calls, the programme, the results. Then a chunk of every week disappears to the work around it: pulling together onboarding packs before a new client's first session, writing up notes and a follow-up after every call, chasing an instalment that's gone quiet, and finding time to post or send the newsletter that brings the next client in.
None of it happens in front of a client, so none of it feels like the job - but it is the reason evenings fill up, the reason a new enquiry sits unanswered for a day, and the reason the marketing you know you should be doing keeps slipping. The week you skip the newsletter is the week the pipeline quietly thins, and you feel that a long way down the line, when you are pricing the next proposal.
Frameworks arrive from people who have never seen inside a coaching practice. This hour is spent inside yours, and the plan that comes out is sized for one person doing all of it.
The programme and client admin that fills a coach's week.
A figure for coaching admin would be an invention, because one-to-one work, group programmes and content sit in different proportions in every practice. The drains behind all three are predictable: CRM upkeep, client onboarding packs, session documentation and follow-ups, payment collection, and the content pipeline that brings in the next client.
Your own diary settles it. We take last week as it was actually spent - the sessions, and everything you did either side of them - and work out how much of the second category exists only because nobody has automated it yet.
Run your own numbers in the admin cost calculator, or read the full breakdown in our composite picture of where coaching admin goes.
More on that in AI for coaches and consultants. See how it played out for business coach Jo South and fellow coach Michael Storey. Published UK prices for this work sit a long way apart - see how AI assessment pricing works in the UK.
The assessment is £799 - and the week it describes is the one you actually worked.
Your six biggest time sinks - and what we do about each one.
We map your whole practice in the 60-minute session, then work backwards to the drains worth fixing first. Here is how that lands on the specific admin business coaches feel.
Keeping your CRM and pipeline current
Logging enquiry calls, moving prospects through your pipeline, tagging by programme fit, updating deal stages after every discovery call - unglamorous, and referrals slip through the gaps without it. We open your pipeline and check how many of your recent enquiries got logged at all, because that answer sets what automation is worth here.
Client onboarding packs
Welcome packs, intake questionnaires, contracts, scheduling the first session, setting expectations - all of it done before the coaching itself begins. We list what a new client receives before their first session and how much of it you assemble by hand each time, then say plainly whether an onboarding sequence is worth building for the number of clients you start each year.
Session notes and follow-ups
Writing up notes after every call, then the follow-up email with actions, resources and the next session's focus. We ask how long a write-up takes you after a call and when it actually happens, because 'later this evening' is the answer that costs the most.
Payment chasing
The programme instalment that's a few days late, the invoice you meant to send after the last session, the awkward reminder call you keep putting off. We work out where your money actually gets stuck, and which reminders your existing tools could already be sending without you.
Content scheduling
The LinkedIn post, the newsletter, the case study you keep meaning to write - all the visibility work that brings in the next client, squeezed into whatever's left of the week. We count back over your last few posts to see what had to happen before each one went out, and how much of that a scheduler and a drafting routine could carry.
The capacity ceiling
Clients you can't take on because programme admin already fills the week around your sessions. The report is ordered by hours reclaimed, so taking the next client on does not mean finding another evening first.
What this is - and what it isn’t.
The assessment is a diagnostic and a plan. Within two working days of your call you get a passcode-protected report: the AI and automation opportunities we have found for your practice, named tools with costs and setup time, step-by-step recipes, a prompt library, an impact-versus-effort ranking, and ROI worked out on your real numbers. It is written in plain English so you can act on it - no technical background needed.
It is guidance, not us doing the work for you. If the report flags something worth building - a client onboarding agent, say - the Custom AI Agent Build is a separate product from £949, scoped case by case. If you would rather implement the report’s quick wins yourself with someone beside you, the Implementation Kickstart (£349, 90 minutes) is there for that. The assessment always comes first.
The kind of result we publish.
Real clients, in their own words - the full story, what we found, and the measurable change in their week.
“Knowing something and doing something are completely different things.”
Questions business coaches ask us.
I'm a solo coach - is this still worth it?
What admin do most coaches lose time to?
Is client data safe if we start using AI tools?
Is £799 worth it for a smaller practice?
One payment. A written plan,
a video walkthrough, and someone
checking in to make sure it happens.
A diagnostic session, personalised report, video walkthrough, and follow-up support. One payment, no ongoing costs.
Find out where your practice's hours actually go.
Book a 60-minute diagnostic. Get a report built around your practice within two working days, a video walkthrough, and follow-up support. Money back if it doesn't show at least 5 hours a week worth reclaiming.
Book your assessment →