The hour after a coaching session shouldn't cost you another hour.
You finish a beautiful session. You close the Zoom. And then the second job starts. The notes. The follow-up email. The journal prompt you meant to send. The resource you promised. By the time it's all done, you've spent another 45 minutes on a session that was already complete.
This workshop is about getting all of that done by the time you close the Zoom.
... Connect a free AI note-taker to Claude in about 5 minutes. Your recordings flow straight into Claude. No copy-paste, no transcribe-by-hand, no forgetting which session was which.
... Get session notes, follow-up email, and personalized client resources in one pass. Each session ends with a clean note in your format, a warm follow-up email ready to send, and the journal prompts, worksheets, or progress updates you'd usually scramble to put together later.
... Keep your voice and your judgment in every output. Claude is trained on how you write to clients, the way you structure notes, and what you'd never say. It speeds up the work, it doesn't replace you.
In this free, hands-on workshop we'll set up your AI note-taker, connect it to Claude, and build the workflow that turns each session into a clean note, a follow-up email, and a personalized resource for your client. Click by click. You'll leave with the whole system working before the workshop ends.
Here's what you'll walk away with
In just 45 minutes, you'll set up your AI note-taker, connect it to Claude, and build a workflow that turns each session into a clean note, a follow-up email, and a personalized client resource. We'll do it together, click by click, in the actual apps. You'll leave knowing how to use it on your very next session.
1.
Your AI note-taker, connected to Claude. A free AI note-taker joining your Zoom sessions and feeding the transcript straight to Claude. We'll connect them together live. Takes about 5 minutes. Works on the next session you have on your calendar.
2.
Your post-session workflow, built live with me. A Claude Project pre-loaded with your note format, your client voice, and how you write follow-up emails. Each session ends with a clean note, a warm follow-up email, and a personalized resource for your client. All three, in one pass, before you close the Zoom.
3.
The Client Care Toolkit bonus packet. A starter library of personalized client-resource prompts (journal prompts, between-session worksheets, monthly progress reports), a "polish my notes" prompt that refines Claude's first draft into your signature format, and a client consent script for recording sessions. Yours to keep, copy-paste install, expand on your own time.
Got Questions? I've got answers.
- Which AI note-taker will we use in the workshop?
I'll demonstrate the setup live with Fathom because it has a free plan, it joins Zoom automatically, and it plays nicely with Claude. If you're already using a different note-taker (Otter, Fireflies, Granola, etc.), bring it. The Claude side of the workflow is the same regardless, and I'll answer specific questions about your tool live so you leave with your actual setup working. - Do I need to pay for Claude or for the note-taker to use this?
No. Both have free plans that cover everything we'll build together. Fathom's free plan handles your recordings. Claude's free plan now includes Projects, which is what we'll use to build the workflow. I'll mention paid Claude during the workshop because that's where the deeper systems live (sharing the workflow with assistants, longer recordings, etc.), but you can do Friday's workshop on free Claude and walk out with the whole system working. - What about client consent? Can I really record my sessions?
This is a great question and the reason the Client Care Toolkit bonus packet includes a client consent script. The short version: yes, with consent. Most coaches are already recording for their own notes. Your client knows the recording is for your notes, not for them. The toolkit gives you a soft, warm script you can use to introduce it at the start of your next session. Easy yes, no awkwardness. - I'm a newer coach with only a couple of clients. Is this still for me?
Especially for you. Newer coaches are usually the ones spending the most time on post-session work because the system isn't built yet. This workshop builds the system. The earlier you put this in place, the more time you get back over the year ahead, and the more polished your client experience looks from day one. - What if I can't attend live?
Register anyway. The replay will be up for 72 hours. (Why only 72 hours? Long answer: I'm an accountability coach and I learned that "available forever" almost always means "watched never." Short answer: I want this to actually help you, not just live in your inbox.) - Do I need to be techy for this?
Not even a little. If you can click buttons and copy-paste, you're qualified. We'll set up the note-taker together, connect it to Claude together, and build the Project together. No code, no API keys, no plugins to install. Hire-it-and-it-works. - Will you pitch something?
I'll mention my free 30-minute AI Gameplan Call at the end for anyone who'd like help installing the deeper systems (syncing notes to a client CRM, generating monthly progress reports automatically, routing different types of follow-ups to the right place, the kind of work I'll preview during the workshop).
Hi, I'm Kelly. AI Systems Strategist & Productivity Coach.
A certified life coach and an AI & tech guide for coaches who'd rather DO than learn ABOUT. I help coaches build simple, no-drama AI systems that hand back time in their week.
I designed this workshop because the hour after a coaching session is the most expensive hour in a coach's week. It's the hour you can't bill for, the hour your client never sees, and the hour that quietly burns you out. This workshop hands you that hour back, every session, for the rest of your practice.
By 2:45pm Friday, you'll have an AI note-taker connected to Claude, a Project running your post-session workflow, and the Client Care Toolkit ready to plug in.
Ready to close the Zoom with the work already done?
Save your spot now. Walk out with your AI note-taker connected to Claude, a working post-session workflow, and the Client Care Toolkit ready to use on your very next session. Free, 45 minutes, this Friday at 2pm ET.