AI agent pack for coaches and consultants
Coach and Consultant Client Getter
Discovery call scripts, recaps, proposals, follow-ups, packages, testimonial asks and content for coaches and consultants. No hype.
See it in action
An example. The situation is made up to show how the pack works.
The situation
You coach teachers who want to leave teaching. A secondary school teacher had a free 30-minute call with you today and wants a job in staff training by next September.
It asks you, for example
- What you offer, the format and how long
- Who you help and what they are stuck on
- Your packages and prices, with any payment plan
- How people start with you
Subject: our call today
Hi Nina,
Thanks for the time today. Here is what I heard: you have taught for 12 years, you are good at the job but cannot see yourself doing it at 50, and you want a role in staff training by next September.
What I suggested is the 4-month programme: eight 1:1 video sessions at times that fit round school, with email support in between.
It costs £1,200 paid in full, or 3 monthly payments of £400, £1,200 in total.
If you want to go ahead, reply "yes" and I will send the agreement and the first invoice.
[Your name]
If there is no reply, it writes Follow-up 1 three working days later, then one last Follow-up 2, and stops.
An assistant for coaches and consultants in 7 skills, one per job, for Claude, ChatGPT, Gemini, Grok or Copilot. Each skill does one part of the client work, from the discovery call to the testimonial ask.
Tell it what you offer, who you help and what you charge. It writes your offer, your discovery call script, the recap and proposal after the call, the follow-ups, the testimonial asks and your content, with no guarantees and nothing invented.
What you are buying
- Fixed rules: call timings, word ranges, two follow-ups on set working days, then stop
- 7 skills, one per job, each one checking its own work before you see it
- Scripts and emails built from your own prices, proof and call notes
- Payment plan maths that always shows the total
- An app, a login or a subscription. You pay once.
- A hype machine. It never promises income or results, and never fakes scarcity.
- A testimonial generator. It only uses words your clients actually gave.
- Therapy, legal or financial advice. It points people to the right help.
Your AI today, and with this
Hi Hannah! It was AMAZING connecting today! I'm so excited to help you transform your career and land your dream job in 90 days, guaranteed! This investment of £1,800 will change your life. Only 2 spots left this month, so let me know by Friday!
A guarantee, a made-up deadline, places that may not exist, and nothing Hannah actually said.
Subject: our call today Hi Hannah, Thanks for the call today. Here is what I heard: eleven years as a store manager, you have looked at HR jobs online but none of them feel like you, and you want to have chosen a direction by the spring without a big pay cut. What I suggested is the 12-week programme: six 60-minute video calls, one every two weeks, with email support between calls. It costs £1,800 paid in full, or three monthly payments of £650, which is £1,950 in total. If you want to go ahead, reply "yes" and say which way you would like to pay, and I will send the invoice. Maya
Her own words, the real price with the plan total, one next step and no promises. An invented example from the pack.
The skills inside
7 skills, one per job. A skill is a short instruction file you add to your AI once. It switches on only when you ask for its job, asks a few questions, and checks its work before you see it.
The Different line says what each skill does that a plain AI chat does not.
| Discovery Call | Writes the booking confirmation and a timed script for a 20, 30 or 45 minute discovery call.Different: Times all six sections to your call length (20, 30 or 45 minutes), says the price once only after the fit check, and scripts the not-a-fit exit word for word. |
| Recap and Proposal | Writes the same-day recap email, or a proposal with up to three options, from your call notes.Different: Plays the prospect's own words back, shows every price in full with plan totals, keeps recaps to 70 to 160 words, and adds no fact the prospect did not say. |
| Follow-ups and Replies | Writes Follow-up 1 and 2 with their send dates, and replies to what a prospect says, by reply type.Different: Dates Follow-up 1 three working days out and Follow-up 2 seven after that, then stops; names the reply type first; answers a soft no with one line and no offer. |
| Offer Statement | Writes three one-sentence offer statements of 12 to 30 words, with word counts, and marks the one to use.Different: Builds each sentence as who, from stuck to wanted, through what format, ties time to the work and never the result, and shows the word count of all three. |
| Packages and Pricing | Shapes your offers into at most three packages, writes how to say the price, and does payment plan maths.Different: Caps packages at three with plain names, splits a price by a fixed rounding rule so instalments add up to the exact total, and never quotes a market rate. |
| Testimonial Asks | Writes the testimonial ask and reminder, turns a client's words into short and long drafts, and the approval.Different: Edits only by cutting, reordering and fixing spelling, lists every change, marks each draft DRAFT FOR APPROVAL, and refuses to write testimonials nobody gave. |
| Content Ideas | Gives post ideas in batches of ten in a fixed type mix, and drafts single posts of 80 to 200 words.Different: Fills a fixed mix per ten (2 question, 2 mistake, 2 how-to, 1 myth, 1 story, 1 behind the work, 1 offer) and marks any story row without a real story. |
How you use it
- Upload each skill once from the 1 - Skills folder to Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot. Each one switches on by itself when its job comes up.
- No skills on your plan, or another AI? Attach the all-in-one file to a chat, or add the skill files to a project or custom GPT.
- Ask for the work in plain words. The skill asks a few short questions first, then does the job.
See the set-up steps for each AI before you buy.
What arrives
A zip file, straight after you pay. Inside:
- A start-here PDF with the clicks for each AI.
- 7 skills, one per job, ready to upload to Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot.
- The same skills as text files for ChatGPT, Gemini, Grok, Copilot or any other AI, and one all-in-one file.
Good to know
- When a skill needs your details, it asks a few short questions, then gives you a Client Card. Paste it into a new chat and it asks only for what is new. General questions on calls, pricing or testimonials get an answer straight away.
- It never promises income or results, never invents a client or a quote, and mentions places or deadlines only when you confirm they are true.
- Rules on testimonials and claims vary by country. It states the US and UK basics carefully and tells you when to check.
- Want referrals from happy clients too? The Referral and Testimonial Asker pack writes the referral asks.
- 14 days to get your money back if it does not do what this page says.
What is in the download
17 files in one zip, ready straight after you pay.
| 00_START_HERE.pdf | The two ways to set it up, the clicks for each AI, and what each skill does. |
|---|---|
| 1 - Skills | 7 skill files (.zip), one per job. Upload each once in Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot.Discovery Call, Recap and Proposal, Follow-ups and Replies, Offer Statement, Packages and Pricing, Testimonial Asks, Content Ideas |
| 2 - Text files for any AI | The same 7 skills as text files, the instructions to paste in a project or custom GPT, and all skills in one file of about 20,500 words to attach to any chat. |
Questions
Which AI does it work with?
Claude, ChatGPT, Gemini, Grok and Microsoft 365 Copilot all take the skills as uploads. Where your plan has no skills, or on any other AI, use the same skills as text files, in a chat or a project.
How do I set it up?
Upload each skill once in Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot. It then switches on by itself when its job comes up. Otherwise, attach the all-in-one file to a chat, or add the skill files to a project or custom GPT. The start-here PDF has the clicks.
Why separate skills instead of one big agent?
Each skill does one job and holds only the rules, numbers and checks for that job, so it stays focused and the AI does not mix jobs up. You can upload just the ones you need.
Can my team use it?
Yes, inside one company. Each person sets it up in their own AI. You cannot resell or publish the files.
Does it send anything for me?
No. It drafts, you read and send. It never contacts anyone.
Is it a subscription?
No. You pay once and the files are yours to keep and change.
What if it does not work for me?
You have 14 days to get your money back if it does not do what this page says. Tell us what you asked it and what it returned.
