for UK business coaches
AI workflow assessment for UK business coaches - find the admin stealing time between sessions.
We sit down with your practice for 60 minutes, diagnose where the hours actually go - programme admin, client onboarding packs, session notes and follow-ups, payment chasing, content scheduling - and hand back a report built around how you coach: named tools, step-by-step recipes, and a prioritised plan to reclaim the time.
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. You know AI could help somewhere in there. You just need someone to show you exactly where, and in what order, for a practice that runs the way yours does.
That is what the assessment is for. Not another framework, not a generic tool list - a 60-minute diagnostic of your practice and a plan built around what will genuinely give you the hours back.
The programme and client admin that fills a coach's week.
We don't put a made-up figure on business-coaching admin, because your mix of one-to-one, group programmes and content differs practice to practice. What we can say from assessing UK service businesses is that the biggest drains are predictable: CRM upkeep, client onboarding packs, session documentation and follow-ups, payment collection, and the content pipeline that brings in the next client.
The assessment measures your actual week rather than a benchmark. In the 60-minute session we map where the hours really go across your client work and the business side, then work backwards to the drains worth fixing first - so the number in your report is yours, not an average.
Run your own numbers in the admin cost calculator, or read the full breakdown in 12 hours a week lost to coaching admin.
More on that in AI for coaches and consultants. See how it played out for business coach Jo South and fellow coach Michael Storey.
The assessment is £799 - and we work the numbers out from your actual week, not a sector average.
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 look at your CRM and show which parts AI enrichment and auto-logging can keep current for you.
Client onboarding packs
Welcome packs, intake questionnaires, contracts, scheduling the first session, setting expectations - typically an hour or more before the coaching itself begins. We identify the repeatable steps onboarding automation can template, and flag whether a bespoke onboarding sequence would pay back for the volume you take on.
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 look at how your sessions run and recommend the right note-taking approach for your practice, so each call turns into a clean summary and a follow-up draft in minutes, instead of an evening lost to write-ups.
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 set you up with payment reminder sequences that go out without you, because most late payments are simply forgotten, not refused.
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 show you where a content scheduler and AI drafting turn an occasional post into a steady, planned pipeline.
The capacity ceiling
Clients you can't take on because programme admin already fills the week around your sessions. Your report prioritises by hours reclaimed, so you can grow your client list without adding hours to your own week 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 £2,500, 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 →