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AI agent for business coachs

Coach Discovery Call Conversion Agent

Move each discovery call prospect to a clear decision with timely, relevant follow-up

Sales and outreachCommunicationManagement
See how it worksGet access
Coach Discovery Call Conversion Agent: what goes in, what the agent does and what you get

What it does

A coach books ten discovery calls a month and signs three clients. Many prospects drift away because the follow-up came late or missed what they said they needed. This agent keeps each lead moving. It tracks every lead from booking to decision, reads the call notes, drafts follow-up for the right stage such as a recap, a proposal or a gentle check-in, and flags stalled prospects. After each reply it updates the stage and adjusts the next message. It drops leads who say no and records the reason so the coach sees patterns. The coach approves each message. Edge case: a prospect said they must ask their manager. The agent drafts a short note the prospect can forward.

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 Call booked or finished 2 USES A TOOL Read the booking, call notes and past messages 3 DOES Set the lead stage and note what the prospect needs 4 DOES Draft the next message for that stage 5 YOU APPROVE Coach approves the message 6 USES A TOOL Send and set a follow-up date 7 CHECKS THE RESULT Has the prospect replied within 5 days? If not: Draft a different angle follow-up and flag thelead as stalled. Back to step 4. 8 DOES Update the stage after each reply 9 CHECKS THE RESULT Did the prospect decide yes or no? If not: Draft the next message and set a final check-indate. Back to step 4. 10 RESULT Client signed or lead closed with a reason
Read the steps as a list
  1. Call booked or finished
  2. Read the booking, call notes and past messages
  3. Set the lead stage and note what the prospect needs
  4. Draft the next message for that stage
  5. Coach approves the messageThe agent waits here for your OK.
  6. Send and set a follow-up date
  7. Has the prospect replied within 5 days?If not: Draft a different angle follow-up and flag the lead as stalled. Back to step 4.
  8. Update the stage after each reply
  9. Did the prospect decide yes or no?If not: Draft the next message and set a final check-in date. Back to step 4.
  10. Client signed or lead closed with a reason

How it decides

It chooses the next message by stage and by what the prospect said they needed. A lead is stalled after 5 days without reply.

  • A lead is stalled after 5 days without reply
  • Maximum 4 follow-ups, then close the lead politely
  • Each message must refer to something the prospect said
  • A no with a reason is recorded for pattern review

Make it yours

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

  • Days before a lead is stalled (default 5)
  • Maximum follow-ups (default 4)
  • Tone of messages
  • Offers and prices to reference
  • Stage names

What keeps you in control

It always asks you first

  • Coach approves every message to a prospect

Hard limits

  • Never contacts a prospect without approval
  • Stops at once if the prospect opts out

It stops when

  • Done: prospect signs or declines
  • Stop: prospect asks not to be contacted

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 happensAfter a call with a founder who wants help with delegation, the agent sends a recap and a proposal draft. The prospect is silent for 5 days. It drafts a short note offering a trial session and the coach approves. The founder replies that they need approval from a partner, so the agent drafts a forwardable summary. They sign a 3-month package.

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