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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.

Hire Nova
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?
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.
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.

Send to Carly

Copy this and paste it in an email to — she'll set this up for you.

I'd like to set up a coaching client system.

Don't build anything yet — start by interviewing me. Ask how I work with clients: my session cadence, how I onboard new clients, how I want reminders handled, and which tools I already use (email, calendar, payments, forms — whatever I've connected).

Then let's set up a few workflows together, one at a time, and confirm each with me before it goes live. Things this could handle once we've tailored them to how I actually work:
- Scheduling and rescheduling sessions without the back-and-forth, with gentle reminders
- Saving intake forms and filing client email into the right folder
- Setting up onboarding drip sequences and check-in email flows from reusable templates
- Adding session follow-ups to my task manager (Todoist, Google Tasks, etc.)

Ask me which one to start with.