Nicholas Petrie's research partner
Voice memos, photos and quick notes from his phone get filed and linked across conversations, so themes surface he would otherwise miss. The email side drafts; he sends.
Coaches, consultants and advisers
AI for New Zealand Coaches and Consultants
Your time with clients is what you sell. The notes, follow-ups, proposals and programme material around it are what eat the rest of the week. Claude can carry most of that, in your voice and built on your own frameworks.
The short answer
What can AI do for a coach or consultant in NZ?
Handle the work around the client work. Turning session notes into follow-ups, drafting programme material and proposals, pulling client context together before a session, and acting as a second brain for your research and frameworks. You stay the expert; Claude does the first draft and the finding.
It works best set up once, properly, around how you already work - your tools connected, your own material loaded, and clear rules about what client information goes in. That is what we did for executive coach Nicholas Petrie, and it is the job our Claude setup does.
Trusted by New Zealand coaches and consultants
Where it pays
What we actually get asked for
What coaches and consultants hand over first - the admin and drafting around sessions, not the sessions themselves.
Session notes into follow-ups
From your notes or a call transcript, Claude drafts the summary, the agreed actions and the follow-up email in your voice. You check it and send it the same day instead of the end of the week.
Programme and workshop design
Session plans, workbooks, exercises and slides drafted from your own frameworks and past programmes, so new material sounds like you and builds on what already works.
Client context before every session
Claude pulls the last session's notes, recent emails and the client's goals into a one-page brief, so you walk in prepared without twenty minutes of scrolling.
A second brain for your research
Your articles, book notes, frameworks and past talks become something you can ask questions of. Claude finds the study you half-remember, gathers research on a new topic and drafts from your own thinking.
Proposals and scopes
For consultants: a proposal drafted from the discovery call notes, the client's emails and your past proposals. In our own business that took a one-to-two-hour job down to about ten minutes of review.
Content from your expertise
LinkedIn posts, newsletters and talk outlines built from the themes that keep coming up in your work, with client details left out.
How a proposal gets drafted
The workflow we run in our own business, on our own proposals.
- Discovery call notesor the transcript
- Your past proposals readand the client emails
- Drafted in your formatyour structure, your words
- You price it and check itthe judgement stays yours
- Out it goeswhen you say so
In our own business that took a one-to-two-hour job down to about ten minutes of review.
A session, end to end
Where a coaching or consulting week actually goes, and which parts of it Claude carries.
- Before
The one-page brief
Claude pulls the last session's notes, recent emails and the client's goals into a single page, so you walk in prepared without twenty minutes of scrolling.
- During
You do the work
The session is what you sell and nothing about it changes. What client information goes near an AI tool is decided before any of this is switched on, and model training goes off.
- After
Follow-up the same day
From your notes or the call transcript, Claude drafts the summary, the agreed actions and the follow-up email in your voice. You check it and send it the same day instead of at the end of the week.
- Between
Material built on your own thinking
Session plans, workbooks, exercises and proposals drafted from your own frameworks and past programmes, so new material sounds like you and builds on what already works.
Work we have done
Coaches, consultants and advisers we have set up or built for.
Di Foster: Claude set up in a half day
A half-day session setting Claude up around her coaching business, then building on it for the work she repeats.
Moko Consultancy: Claude training series
Recurring online sessions for a practice supporting Māori trusts with governance and compliance. One of the team now manages her own clients confidently off the back of it.
Build Your Claude Brain workshop
A half-day public workshop. Owners left with their own Claude brain, starting with a skill that interviews them and writes up their business.
What that looks like on screen
Two jobs from a coach's Claude brain.
Watch it done
The same workflows, walked through end to end
Free to watch, nothing gated. Each one has a written version too.
Your existing tools
We work with what you already run
No new platform to learn. These are the tools coaches and consultants in New Zealand already run, and Claude works with them.
- Google Workspace or Microsoft 365
- Zoom, Teams or Google Meet
- Fireflies, Otter or another note-taker
- Calendly or Acuity
- Notion
- Xero
- Canva
- Mailchimp or Kit
Claude connects directly to Google Workspace, Microsoft 365, Notion and Canva, and reads the transcripts your note-taker saves. Your frameworks and past material become the knowledge it works from, so the output sounds like you rather than a generic chatbot.
In their words
A coach on the work
Nicholas Petrie is a leadership researcher, executive coach and keynote speaker. We built his Claude brain around how he actually works.
Blake built me a custom AI 'brain' that now handles a chunk of my day-to-day admin and research gathering. He took the time to understand how I actually work before building anything, and has been responsive every time I've hit a snag. Great combination of technical skill and genuine patience with a non-technical client. Would recommend him to anyone wanting to put AI to real use in their business. Thanks Blake!
Getting started
How a coach or consultant starts
- Start with your notes. Session notes into follow-ups is where the hours go and the easiest output to check, so it proves the value fastest.
- Feed it your own material. Frameworks, past programmes, articles and proposals. That is what makes the drafts yours instead of generic.
- Set the privacy rules first. Decide what client information goes in and what does not, switch model training off, and say so in your privacy statement.
Worth reading next:
Questions
The ones we actually get asked
Get your Claude brain built around how you work
We set Claude up for you: your tools connected, your own material loaded, Skills for the jobs you repeat, and the privacy settings right. Then we hand it over running and show you how to use it. It starts with a free call.
Last updated 18 September 2026