Course overview
Start hereAI for Business Coaches
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Nadia's Monday, two ways

9 lessons · 29 prompts

A day in the life of a Business Coache: what changes with these prompts.

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Nadia, a business coach for small agency owners and founders.

At 8:40 on Monday, Nadia opens the intake notes for a new client, a bakery owner named Luis. He wants a second location, but cash is tight and his weekends are packed. She pastes the notes into ChatGPT and uses the Client Discovery Prep prompt. She asks for eight discovery questions and a 45-minute first-session agenda, then edits two questions about wholesale accounts and weekend staffing.

At 10:15, she opens Claude and uses the Business Health Assessments prompt. She describes Luis's bakery: two retail counters, a small wholesale list, rising butter costs, and one manager who handles too much. Claude returns a simple map of strengths, bottlenecks, and three questions to ask. Nadia marks cash cushion as the first priority.

After lunch, she uses Gemini with another client, a software founder named Marcus. He says he wants to grow faster, which is too vague. She uses the Growth Goal Setting prompt to turn that into specific goals and milestones for the next two quarters. Then she uses the Accountability Check-Ins prompt in ChatGPT to prepare a 20-minute check-in agenda, a short progress summary, and two follow-up messages. She sends one message before the call.

By 4:30, Nadia has a discovery agenda, a health assessment, clear growth goals, and a check-in plan. She closes her laptop and picks up her son from soccer. She walks the dog, cooks dinner, and reads for twenty minutes before bed. The work still needs her judgment, but the drafting is done.

Before

  • Notes pile up after every client call
  • First sessions feel rushed and scattered
  • Reports wait until late in the week
  • Check-ins slip when the calendar fills

After this course

  • Discovery agendas ready before the call
  • Assessments clear in a single sitting
  • Goals and plans written with clients
  • Check-ins sent while they are fresh

What you'll learn

  • Discovery Prep: Turn a new client's intake notes into sharp discovery questions and a focused first-session agenda.
  • Health Assessments: Structure a quick assessment of a client's business model, strengths, and bottlenecks from their description.
  • Growth Goals: Help clients translate vague ambitions into specific, measurable growth goals and milestones.
  • Action Plans: Convert goals into prioritized action plans with owners, deadlines, and success measures.
  • Financial Review: Interpret client financial statements and highlight trends, risks, and questions to ask.
  • Leadership Scenarios: Create realistic leadership role-plays, feedback scripts, and development plans for client executives.
  • Operations and Marketing: Brainstorm operational improvements and marketing angles based on a client's business context.
  • Check-Ins and Reports: Prepare focused check-in agendas, progress summaries, follow-up messages, and polished client reports.

How this course works

  1. 9 lessonsOne task of your job each, from client discovery prep to client progress reports.
  2. Ready-to-paste promptsCopy, fill in the parts in {{brackets}}, paste into ChatGPT, Claude or Gemini.
  3. Tick and completeTick the prompts you tried and mark each lesson complete.
  4. Get certifiedFinish and keep the prompts as your own library.