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AI agent for business coachs

Client Session Outcome Tracking Agent

Keep client commitments visible between sessions and start each session from facts.

MonitoringManagement
See how it worksGet access
Client Session Outcome Tracking Agent: what goes in, what the agent does and what you get

What it does

Between coaching sessions, commitments and results are lost, and the next session starts from memory. After each session, the agent records the client's commitments and the measures that matter, then collects updates from the client between sessions. It compares progress with targets and flags stalls. Before the next session, it drafts focus questions based on what moved and what did not. It adapts the plan if a pattern shows. The coach approves what is shared with the client. Edge case: a client committed to three outreach calls a week and reported one for two weeks, so the agent flags the stall and asks about the barrier.

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
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Session ends 2 USES A TOOL Record commitments and measures from the notes 3 USES A TOOL Collect the client's update between sessions 4 DOES Compare progress with targets 5 CHECKS THE RESULT Is each commitment on track? If not: Flag a stall and draft a question about thebarrier. Back to step 3. 6 DOES Look at prior sessions for a pattern 7 DOES Draft focus questions for the next session 8 YOU APPROVE Coach approves what is shared with the client 9 USES A TOOL Send the approved check-in 10 CHECKS THE RESULT Did the client respond before the next session? If not: Send one reminder and note the silence for thecoach. Back to step 3. 11 RESULT Pre-session brief for the coach
Read the steps as a list
  1. Session ends
  2. Record commitments and measures from the notes
  3. Collect the client's update between sessions
  4. Compare progress with targets
  5. Is each commitment on track?If not: Flag a stall and draft a question about the barrier. Back to step 3.
  6. Look at prior sessions for a pattern
  7. Draft focus questions for the next session
  8. Coach approves what is shared with the clientThe agent waits here for your OK.
  9. Send the approved check-in
  10. Did the client respond before the next session?If not: Send one reminder and note the silence for the coach. Back to step 3.
  11. Pre-session brief for the coach

How it decides

A commitment is on track when the update meets its measure. A miss over two check-ins is a stall and triggers a question about the cause rather than a repeat of the task.

  • Two missed check-ins is a stall
  • Questions ask about barriers before repeating the task
  • A client who does not reply gets one reminder
  • Share only what the coach approves

Make it yours

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

  • Check-in frequency (default weekly)
  • Stall rule (default 2 misses)
  • Measures tracked
  • Message tone

What keeps you in control

It always asks you first

  • Coach approves everything shared with the client

Hard limits

  • Never gives advice to the client directly
  • Never shares session notes with others

It stops when

  • Done: next session brief delivered
  • Stop: client pauses 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.

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 happensA client committed to three outreach calls a week. The weekly update showed one call for two weeks, so the check failed and the agent flagged a stall. It drafted a question asking what made calls hard. The coach approved sending it. The client replied about a busy travel week. The brief for the next session included a smaller target.

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