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.
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.
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.
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.
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!
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:
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