AI agent for business coachs
Client Goal Drift Check Agent
Each session returns to the goals the client set, or the goals are revised on purpose.
What it does
Coaching clients set goals in session one and often drift from them. Sessions become about the week's problems and the goals fade. Before each session this agent reads the goals, session notes and client updates, checks which actions were done and finds goals with no movement. It drafts questions about them. After the session it updates the goal view with what was agreed. It decides that a goal is drifting when there has been no action or update for a set period. The coach approves what is sent to the client. Edge case: the client has talked about a new priority for three sessions, so the agent asks whether the goal should change rather than treating it as drift.
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.
Read the steps as a list
- Session is two days away
- Read the goals, notes and updates
- Check which agreed actions were done
- Find goals with no movement
- Draft questions for each drifting goal
- Coach approves what goes to the clientThe agent waits here for your OK.
- After the session, read the new notes
- Update the goal view and next actions
- Does every goal have a current action or a stated change?If not: add a question for the next session and mark the goal as open. Back to step 4.
- Goal view for the next session
How it decides
It marks a goal drifting when no action or update appears for 3 weeks. It treats repeated talk about another topic as a possible goal change.
- Flag a goal with no movement for 3 weeks
- Suggest a goal change after 3 sessions on another topic
- Show actions done and not done
- Keep questions open, not leading
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Drift period in weeks (default 3)
- Question style
- Goal categories
- Notes source
- Send timing
What keeps you in control
It always asks you first
- Coach approves every message to the client
Hard limits
- Never contact the client without the coach
- Never judge the client's progress as failure
It stops when
- Done: every goal is moving or revised
- Stop: the client wants to end coaching
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.
- 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
