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6 AI Tools to Make Your Coaching Business More Efficient

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No matter where you stand on AI technology and its impact on various industries, it offers ample opportunity to make your coaching business more efficient through automation. We prefer to focus on output rather than productivity – keeping yourself busy shouldn’t be the goal, p; profitd client wins should be. AI technology improves efficiency for coaches by taking repetitive admin tasks off your plate.

How AI Tools Can Improve Efficiency for Coaches

The main benefit of AI technology is that it can collect and analyse data at a much faster rate than humans. It can also provide insights and predictions based on its data analysis. This allows coaches to use cold hard data to inform their marketing and business processes.

Additional benefits of using AI tools in your coaching business include:

  • Automating repetitive tasks, thus freeing up your valuable time
  • Creating more effective and efficient sales and onboarding processes, thus earning more money
  • Handling simple customer service queries
  • Tracking important metrics for your coaching business
  • Reducing the time spent on business tasks by automating large parts of tasks such as research, transcription, admin, etc.

As a coach, the more time you save on the business side of your coaching business, the more profitable your coaching business will be. An hour saved per week may mean you can produce an extra passive income product. Two hours or more saved per week may translate to an extra coaching client or a masterclass.

Productivity AI Tools for Coaches

A great way to use AI tools to make your coaching business more efficient is to automate time-consuming yet essential tasks. This allows you to save time without having to hire staff to handle these tasks – which is far more expensive than an AI tool. Here are some examples of productivity AI tools for coaches.

AI Assistants

An AI assistant is technology that carries out basic tasks based on voice commands or text input. Alexa, Siri, and Google Assistant are great examples of AI assistants. These AI tools are able to interpret what information you are looking for based on your question and search all the information it has access to in order to return results. Depending on your question and set up, your AI assistant may search the internet or your internal files.  

AI Transcription Tools

AI transcription tools can provide real-time transcriptions and recordings of meetings, coaching sessions, or even masterclasses. This allows you to update your client files or even produce content from your masterclasses in mere seconds. Without AI transcription tools, you would have to hire a VA, content writer, or transcriptionist (perhaps multiple of these) to do these jobs. Examples of AI transcription tools are Otter AI, Scribie, and Rev. We personally use Otter.AI for our business.

Bookkeeping Tools

Booking tools like Xero and QuickBooks use AI technology to sort and group transactions. This makes bookkeeping a much quicker process for coaches (or any business owner, for that matter.)

Business Process AI Tools for Coaches

AI Technology can help automate business process in part or in entirety. For example, you could use AI tools to automate process emails or even run entire retargeting campaigns based on predetermined triggers.

CRM Tools

CRM tools are the most common AI tools for creating more efficient business processes. CRMs manage your client data, and AI technology allows you to spot patterns that give valuable insight into the effectiveness of your processes. For example, AI technology can find commonalities between your clients, highlight which client types are most profitable, and show common drop-off points for non-conversions. Most CRMs use AI technology. Some examples are MailChimp, HubSpot, and Salesforce.

Course Creation AI Tools for Coaches

It is possible to use AI tools for course creation in your coaching business. They can help you conduct research, outline, and even produce a first draft of your coaching program and resources. The AI tool would automate the work that a VA or a content writer would do. All you need to do is polish and add your extra spice.

Content Creation Tools

Use tools like Chat GPT and Jasper.ai to generate an outline for your course topic. From there, you can ask the AI tool questions about each topic to collect research. For example, you might ask the AI tool to list the common mistakes your ideal coaching clients make and to provide suggestions for solutions for all of the common mistakes. This allows you to collate research and prompts for when you are ready to put your course together.

Design Tools

Design tools like Canva now use AI technology to create both written content and visual content. You can use Canva to produce graphics, templates, workbooks, and even video templates to promote your course.

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