AI Chief of Staff for Consultants and Coaches

Chief of your practice,
so you can do the work

You built a consulting practice on your expertise, not your ability to chase invoices, onboard clients, and write proposals from scratch. Your Chief of Staff handles the business operations so you can stay focused on the high-value work that clients pay you for.

Get Started → See What It Does
internal-knowledge indexed
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Across 60 client files, four live proposals quote a rate you retired in Q1, and all are still in the pipeline.
60 files · 3,400 pages
Use cases

The overhead that
keeps growing

Every hour you spend on admin is an hour you're not billing. Your Chief handles the non-billable work that runs your practice.

Proposal Follow-Up and Pipeline

"I sent four proposals last week. What's the status and who needs a follow-up?" Your Chief tracks your open proposals in HubSpot or Notion, drafts professional follow-up messages, and flags any that have gone quiet. Stop leaving revenue sitting in unanswered email threads.

Client Onboarding Coordination

"New client signed. Walk me through getting them set up." Your Chief manages the onboarding checklist: kickoff call scheduling via Google Calendar, contract routing, intake form collection, and the initial welcome sequence. Professional from day one, every time.

Invoice and Payment Tracking

"Which clients have outstanding invoices and how overdue are they?" Your Chief tracks your receivables, sends polite but firm payment reminders at the right intervals, and gives you a weekly cash flow picture. Get paid without the awkward follow-up conversations.

Client Session Prep

"I have a coaching session with Marcus tomorrow, prep me." Your Chief reviews your past session notes, current goals, open action items, and any context you've shared. Walk into every session already knowing where your client is and where they need to go.

Business Development Outreach

"I want to reconnect with five past clients who might have new needs." Your Chief reviews your CRM, identifies the right people to reach out to, and drafts personalized check-in messages. Referrals and repeat business don't happen without consistent nurturing.

Progress Reports and Deliverables

"Draft the monthly progress report for the Horizon engagement." Your Chief pulls your session notes, milestones, and action item tracking from Notion or Asana and drafts a professional client-facing report. Keep clients informed, keep them renewing.

How it works

Live in
48 hours

From sign-up to a working chief of staff. No technical setup, no developer needed.

Step 01

Sign Up

Pick your plan. We immediately start building your dedicated, private server.

Step 02

Onboarding Call

One hour on Zoom. We connect your tools: email, Notion or Asana, Google Calendar, HubSpot, and whatever else you run your practice on. You just share your screen.

Step 03

Go

Within 48 hours, your Chief is live. Brief it between client calls, ask for a pipeline review on Monday mornings, or get session prep the night before a big engagement.

Pricing

Straightforward pricing

No setup fee and no contract. One monthly subscription that keeps your Chief running and learning your practice.

Your Chief of Staff

Your Consulting Chief of Staff

$2,500/ month
No setup fee · month-to-month, cancel anytime
  • Dedicated private server: your client data stays confidential
  • Notion, Asana, and HubSpot integration
  • Proposal pipeline tracking and follow-up automation
  • Client onboarding coordination and Google Calendar integration
  • Invoice and payment tracking with follow-up drafts
  • Client session prep from your existing notes
  • Progress reports and deliverable summaries
  • Business development outreach and nurture tracking
  • Messaging via Slack, Telegram, or WhatsApp
  • 1-hour guided onboarding call
  • Monthly 30-min optimization call
Get Started →

Month-to-month. No long-term contracts. Cancel anytime.

Questions

How is this different from hiring a virtual assistant?

A good VA costs $1,500-3,000/month for part-time help, needs training, takes sick days, and can't work across time zones the way your Chief can. Your Chief works 24/7, connects to all your tools directly, and gets smarter about your specific practice every week. It's not a replacement for a human VA who does complex work: it's better for the recurring operational tasks that don't require human judgment.

Is client data protected?

Your Chief runs on a dedicated private server. Client session notes, engagement details, and communications never touch another consultant's instance. Enterprise-grade encryption and strict access controls. Your clients' confidentiality is maintained.

Which tools do you integrate with?

Notion, Asana, HubSpot, Google Calendar, QuickBooks, FreshBooks, Slack, and Gmail are all supported. Most platforms with an API can be connected. Tell us your stack at onboarding and we'll confirm compatibility.

Can it help me grow my practice, not just manage existing clients?

Absolutely. Your Chief tracks your business development pipeline, identifies past clients to re-engage, drafts outreach to new prospects, and monitors your referral network. Most consultants find that consistent BD follow-through, which is hard to maintain alone, is where your Chief pays for itself fastest.

What if I run both 1-on-1 coaching and group programs?

Your Chief adapts to however your practice is structured. Group cohort management, 1:1 client tracking, course delivery coordination: during onboarding, you'll configure it for your specific setup. It handles the complexity so you don't have to.

Can it handle client confidentiality requirements in sensitive industries?

Yes. Your data runs on isolated infrastructure. Nothing you share with your Chief is used to train any AI model or shared with any other user. For practices with specific confidentiality requirements (legal consulting, executive coaching, therapy-adjacent work), we'll walk you through our architecture on the onboarding call.

Ready to get back to the work that matters?

Your clients pay for your expertise, not your overhead management skills. Your Chief of Staff is live within 48 hours.

Get Started →
Not sure where you are?

Three ways in, depending on what you already know.

Most companies we talk to are somewhere in these three. Start wherever you actually are — the first one is free and takes three minutes.