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AI agent for business coachs

Coaching Program Renewal Preparation Agent

Each renewal conversation starts with evidence and a ready offer.

DecisionsAutomationManagement
See how it worksGet access
Coaching Program Renewal Preparation Agent: what goes in, what the agent does and what you get

What it does

Renewal talks in a coaching program often start in the last week, with no evidence of progress at hand. This agent starts four weeks before the end. It collects goals, results and attendance, builds a progress summary, checks the invoice and contract status and drafts renewal options. It flags clients with weak results for a different conversation. It decides which options fit by progress on goals and attendance. The coach approves any offer. Edge case: a client has attended all sessions but met one of four goals, so the agent drafts a review conversation before a standard renewal.

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, continueApprovedNo 1 STARTS WHEN Program end is four weeks away 2 USES A TOOL Collect goals, results and attendance 3 DOES Build the progress summary 4 USES A TOOL Check the invoice and contract status 5 DOES Classify the client as strong or weak on results 6 CHECKS THE RESULT Are the summary and payment facts complete andcorrect? If not: find the missing data and rebuild the summary.Back to step 2. 7 DOES Draft renewal options 8 YOU APPROVE Coach approves any offer 9 RESULT Renewal brief for the coach
Read the steps as a list
  1. Program end is four weeks away
  2. Collect goals, results and attendance
  3. Build the progress summary
  4. Check the invoice and contract status
  5. Classify the client as strong or weak on results
  6. Are the summary and payment facts complete and correct?If not: find the missing data and rebuild the summary. Back to step 2.
  7. Draft renewal options
  8. Coach approves any offerThe agent waits here for your OK.
  9. Renewal brief for the coach

How it decides

It classes a client as strong when most goals are met and attendance is high, and weak when fewer than half the goals are met.

  • Classify weak when under half the goals are met
  • Offer a review conversation for weak results
  • Check that no invoice is open before an offer
  • Show attendance as a percentage

Make it yours

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

  • Weeks before the end (default 4)
  • Weak result threshold
  • Offer types
  • Summary format
  • Invoice rules

What keeps you in control

It always asks you first

  • Coach approves every offer and message

Hard limits

  • Never send an offer itself
  • Never promise results

It stops when

  • Done: a summary and options are ready
  • Stop: the contract is in dispute

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 happensFor a client ending in four weeks the agent finds 11 of 12 sessions attended and 1 of 4 goals met. It classes the results as weak and drafts a review conversation. It also finds an open invoice for $600. The check fails because the summary missed it. The agent updates the summary. The coach approves a plan.

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