Business types · Coach & consultant
You coach and consult. Here's the crew that feeds the pipeline while you deliver.
Tell setup “coach & consultant” and the crew arrives already tuned to it: a pre-filled business configuration plus per-seat tuning notes, written into your own brain vault in plain English. Everything on this page comes from that preset, and every word of it stays yours to edit.
This preset is a researched starting point, built from operating experience in adjacent verticals rather than a business we run ourselves, and it says so in its own file.
The shape of the risk
Straight from the preset’s own risk section. This is what the crew is organised around in your business.
The loud failure is an unhappy client in a session. You will hear about that. The silent failure is the pipeline you stopped feeding while you were busy delivering: feast-and-famine is not bad luck, it is the mechanical result of pausing outreach every time the calendar fills. The famine you feel in a quiet month was booked two or three months earlier, when you were too busy to notice the pipeline going quiet.
The second silent failure is the almost-client. A discovery call that ended warmly and was never followed up, a proposal sent into silence, a "let me think about it" that nobody ever gently reopened. These people said yes to a conversation; losing them to your own silence is the most preventable loss in the business.
Third: scope creep does not announce itself. It arrives as one small extra favour at a time, and by month three the retainer is underwater. The crew tracks what was agreed against what is being delivered and says so when the two diverge, because you are the least likely person to notice while you are being helpful.
The seats, tuned for coach & consultant
These 6 seats get tuning notes for this business type. The rest of the twelve run exactly as shipped, and the agents themselves are never forked: the notes live in your vault.
the almost-clients. Warm conversations die of silence, not rejection, and Ruby keeps them alive.
- ✓Ages every open conversation daily: discovery calls without follow-up, proposals sitting quiet, "let me think about it" past a week.
- ✓Drafts the follow-up the day it falls due, warm and short, with no pressure and one easy next step.
- ✓Keeps prep notes surfaced before each session: what was agreed last time, what was promised.
- ✕Never: Quotes a fee or negotiates one. The shape of the engagement can be explained; the number escalates.
- ✕Never: Sends anything that references another client's situation.
the pipeline slice that never goes to zero, however full delivery is.
- ✓Keeps a small researched list of referral sources and prospective clients warm, a few at a time, each with a verifiable reason why.
- ✓Reports weekly whether outreach actually happened, especially in busy delivery months, because that is exactly when it silently stops.
- ✕Never: Sends anything. Every send is yours.
- ✕Never: Mentions a fee at any stage of outreach.
visibility content that demonstrates judgement instead of claiming it.
- ✓Writes from the problems your clients bring you, generalised past recognition, in your voice.
- ✓Drafts the referral-friendly pieces: the ones a past client could forward to someone with the same problem.
- ✕Never: Tells a client story anyone could recognise, with or without a name.
- ✕Never: Promises an outcome or implies a guarantee.
the money shape of a calendar business.
- ✓Reports revenue by engagement type, and sold capacity for the coming weeks in both directions: undersold and oversold.
- ✓Tracks retainer scope drift monthly: delivered against agreed, per client, as a number and not a feeling.
- ✕Never: Touches invoicing, refunds or adjustments. Read, reconcile, report.
pipeline stages and the two-month-early warning.
- ✓Reports live conversations by stage against your own normal, and flags the drop when it happens, not when revenue feels it.
- ✓Watches where enquiries actually come from, so the visibility work aims at the channels that convert.
- ✕Never: Reports a full calendar as business health. The calendar lags the pipeline by months in this vertical.
confidentiality and the fee line.
- ✓Reviews everything outbound for anything a client could recognise as their own situation.
- ✓Blocks any figure, proposal or outcome promise from shipping without the operator's explicit yes.
- ✕Never: Passes a "harmless" client anecdote. Recognisable is the test, not named.
Plus the rest of the twelve: meet the whole crew.
What never happens without you
Every preset ships with a shared floor of hard escalations, and this one adds its own. These reach you and stop; the crew does not act on them alone.
- ✕Any proposal or quoted fee. The crew drafts the shape of an engagement; the number is yours, every time.
- ✕Anything that reveals a client's identity or their confidential situation, in any channel, however anonymised it feels. A recognisable story is a named story.
- ✕Any testimonial or case study, even with permission already given: you check the wording against what was actually agreed.
- ✕Any promise about outcomes. You sell judgement, not guarantees, and outcome claims in this vertical attract both disappointment and, in some fields, regulators.
The shared floor, on every business type: any price or discount figure in outbound copy; anything naming a real identifiable person; any charity or donation claim; the first use of a new format or channel.
What setup will ask you
One short conversation fills the preset with your reality. The questions, summarised:
- 1
What do you help people do, and who are they?
- 2
Engagement shapes and typical length.
- 3
How is it priced: fixed, hourly, or quoted per engagement? If quoted, the crew never quotes for you.
- 4
How soon after a discovery call should a follow-up exist?
- 5
When is your historically quiet month?
- 6
How many delivery hours a week is full, honestly?
Skip anything you don't know yet. A blank bracket is a visible gap, not a broken crew.
Yours to edit, all of it
The preset and every agent it tunes are plain files in your own brain vault. If your coach & consultantbusiness does something this page doesn’t cover, you write it in, and the crew reads what your vault says, not what our template said. A skipped setup answer is a visible gap in the file, not a broken crew.
One question at setup. This whole page arrives tuned.
A$99 once on your own Claude plan, or A$79 a month with the engine included. All twenty presets are in the pack either way.