AI for coaches, consultants, and advisory firms

“I've probably doubled the amount of content that I've created in like the last two weeks as compared to the last four months.”

Stephen runs a retail rollout consultancy and is the visionary without an integrator. Talking instead of typing was, in his words, the single biggest thing even though it seemed like the most simple. His favorite question now: what am I missing?

“We would have spent 25 grand on a report. That took me basically 45 minutes to create.”

Jim runs a Salesforce consultancy in the middle of an EOS reboot. He ran a leadership dynamics question through the Three Experts and showed the result to his business partner. He also built an AI Adoption Champion role, with salary and interview rubrics, the same way.

“LOIs for M and A department that usually used to cost us 6000 bucks and take about two weeks. It cost us nothing and take about 6 minutes.”

Wayne coaches owners of residential real estate brokerages and runs an M&A book alongside it. NDAs, letters of intent, and engagement agreements now come out of his voice assistant. He came in skeptical of the 10x claim and said so on the last call: "you delivered."

“That meeting tool is just huge for me and my team, and has actually allowed two of the gals on my team to take on additional clients because of the time that they're saving.”

Becky's team are fractional practice managers for EOS implementers and executive coaches. Clients want them in every meeting, which is impossible, so clients now send transcripts and the Meeting Momentum Maker does the rest. Her assistant runs her Substack with her voice assistant. Her words on the first draft: close to copy-paste publish.

“My team's loving my personal chat bot and I'm removing myself as an obstacle and a block to workflows and correspondence within the company.”

James coaches couples using business strategy tools his wife brought home from her EOS practice. He turned his weekly marketing calls into a knowledge bot his team can ask, moved his email to voice, and now has coaches working for him in Raleigh, Michigan, and Ohio.

“I'm verbally creating it and being able to delegate it, get it posted. I'm energized. I'm a creator. I absolutely love this. I'm in my seat now.”

Aileen runs reliability strategy consulting for asset-intensive companies. Social content that used to sit undone is now dictated and handed off. Her report in Week 4: more time, in December, with new people stepping forward.

“It hasn't replaced my thinking. It's amplified it so much so that when I'm having those conversations with my clients, they hadn't considered that as a possibility for themselves, either.”

Teresa Easler, Connect To The Core

Teresa has coached at Strategic Coach for 30 years. Her team's output is up 40 to 50 percent with the same people and the same hours. Once a week she runs an AI collaborative session where the team watches how she works a problem, and it starts sparking ideas for them.

“There's something powerful in pulling what's in their head and their experience, getting that captured, and then taking everything that's out on the internet and blending those two together, and identifying some opportunities.”

Rod runs a SWOT by product line with a client's leadership team, feeds it to Claude alongside competitor sites and price sheets, and feeds the result back into the EOS three-year picture and one-year plan. Clients leave with five or six things to implement. He has since referred a client into the Sprint.

“Using the three experts over and over again has been very, very eye opening and we've had some pretty major breakthroughs.”

Brendon runs a HubSpot and revenue operations consultancy in Minneapolis. His top three from the Sprint: voice, obstacles, and opportunities, and he is using the frameworks to plan the coming year.