AI bots for coaches
Client intake bot for coaches
Coaches know this one well: scheduling sessions across time zones takes too many messages. The intake bot handles it for you, between sessions, content and discovery calls. Collects intake details and documents before the first session, so you don't ask twice.
Why coaches ask for this
- Scheduling sessions across time zones takes too many messages.
- Clients miss sessions and ask to reschedule at the last minute.
What it looks like in practice
Picture a health coach who runs small online cohorts. A new client books a first session. They get a link to a short guided form, answer a few questions and upload the documents you need. You open Kajabi before the session and the summary is already there.
How it works for coaches
Once the intake bot is running for a health coach who runs small online cohorts, this is the sequence.
- A new session is made.
- The client gets a link to a short guided chat or form.
- It collects details and uploads, and asks follow-ups based on answers.
- Everything is saved to Kajabi.
- You get a summary before you meet.
Tools it connects to
You keep working in Kajabi, Notion and Typeform. The intake bot sits alongside, built with OpenAI, n8n and Google Drive.
Questions from coaches
Does the intake bot work with Kajabi?
Often, yes. Before building the intake bot I check your Kajabi account and plan, because some features depend on API access. If there's a gap for your coaching setup, you'll know before you pay anything.
What happens if something breaks?
The intake bot sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
How long does it take to set up for coaches?
Plan on 4 to 6 days from the day I get access to your accounts. Most of that is testing with your real sessions and messages, so nothing goes live until it behaves the way you want.
Want this for your coaching business?
Tell me how your coaching business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built