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AI agent for executive coachs

Client Accountability Check-in Agent

Clients keep momentum between sessions and coaches know who needs help

CommunicationMonitoringManagement
See how it worksGet access
Client Accountability Check-in Agent: what goes in, what the agent does and what you get

What it does

Commitments made in a coaching session often fade within days, and coaches only find out at the next meeting. Midway between sessions this agent sends each client a short check-in about the specific actions they agreed. A client who asked for no messages during a busy period is paused. It reads replies and marks each action as done, in progress or stuck. If a client does not reply, it sends one gentle follow-up. If an action is stuck or the client sounds overwhelmed, it alerts the coach with a summary so they can decide whether to reach out. Results feed the next session prep. The coach approves the schedule and message style for each client.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueYes, continueNoNo 1 STARTS WHEN Midpoint between sessions 2 DOES Skip clients who asked for a pause 3 DOES Draft check-in with the client's own actions 4 YOU APPROVE Coach approves schedule and style for the client 5 USES A TOOL Send check-in and read reply 6 CHECKS THE RESULT Did the client reply? If not: send one gentle follow-up after two days. Backto step 5. 7 DOES Mark each action done, in progress or stuck 8 CHECKS THE RESULT Is any action stuck or the client overwhelmed? If not: alert the coach with a summary. Back to step 7. 9 RESULT Updated action status
Read the steps as a list
  1. Midpoint between sessions
  2. Skip clients who asked for a pause
  3. Draft check-in with the client's own actions
  4. Coach approves schedule and style for the clientThe agent waits here for your OK.
  5. Send check-in and read reply
  6. Did the client reply?If not: send one gentle follow-up after two days. Back to step 5.
  7. Mark each action done, in progress or stuck
  8. Is any action stuck or the client overwhelmed?If not: alert the coach with a summary. Back to step 7.
  9. Updated action status

How it decides

It flags a client to the coach when an action is stuck, the reply shows stress, or there is no reply after a follow-up.

  • One follow-up only
  • Stress signals go to the coach
  • Paused clients get no messages

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Check-in timing
  • Message tone
  • What counts as stuck
  • Channel

What keeps you in control

It always asks you first

  • Check-in schedule and style per client

Hard limits

  • Never gives coaching advice in messages
  • Never shares replies outside the coach

It stops when

  • Done: status updated
  • Stop: client opts out

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensOf 14 clients, 11 replied within two days. The reply check failed for three, so the agent sent one gentle follow-up and two more replied. Two clients said their action was stuck because of a reorganization. The agent flagged those two and the one silent client to the coach, who called them that week.

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