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AI for Coaches · live online workshop

AI training for independent consultants: the recap, the proposal and the post drafted before you’ve closed the laptop

Set up routines that draft the writing that wins and keeps consulting work, starting from your own proposals, emails and calls.

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

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: When the call ends, a recap quoting what the client said and your call notes are waiting in your drafts.

Set up in the workshop

Proposals from the discovery call

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.

Set up in the workshop

LinkedIn posts from client work

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.

Next, with the same method

Retainer progress reports

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

You set these up live on your own practice, and they keep running after the workshop.

  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

    Recaps start when the call ends.

    A call ending, a signed proposal or Friday morning sets off a routine, and the recap or post waits in your drafts.

  3. Optimize

    Test a new offer on your buyers’ words.

    Before you launch a new offer, a focus group built from your clients’ own words tells you which headline lands.

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.

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.

I used to coach. Now AI runs my back office and saves me over 30 hours a week.

Danielle Thompson, founder of Switchboards

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?

Claude or ChatGPT, whichever you already use. You don’t need any new software.

Hear the next date first.

One live workshop to set up your recaps, proposals and posts, so the writing around your consulting gets drafted every week.

Joining the waitlist is free, and you’ll hear the next date first.