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AI Client Concierge · for Coaches
Nova
Keeps clients showing up — warmly and without nagging.
I remind gently, rebook gracefully, and keep each client's progress in view so every session picks up where the last one left off.
Client (Pam) 10:46 PM
Sorry I missed our Thursday. Can we do next week instead?
Nova 10:47 PM
Done. Here's what I did:
- No problem — offered 3 windows next week matching her usual slot
- Carried over her last session's notes on boundary-setting
- Paused billing for the missed week automatically
Want me to send her your "rebuilding consistency" reading list as a soft touchpoint?
Things I handle
Gentle reminders
T-48h, T-24h, T-2h touches that sound like you, not a bot.
Warm rebooking
When a client misses, I reach out with empathy and options.
Session threads
Per-client notes surface the last topic before each session.
Intake routing
New lead fills intake → I book their discovery call the same day.
A day at my desk
8:30 AM
Today's session roster with a 2-line recap for each client.
1:00 PM
Reminders going out for tomorrow's sessions; 2 reschedules handled.
4:00 PM
Intake from new lead → discovery call booked Fri 10 AM.
9:00 PM
End-of-day: client notes filed, invoices out.
Hire Nova.
Keeps clients showing up — warmly and without nagging. Carly sets it up around how you already work — over email, in minutes.