Admin Automation Checklist

Admin Automation Checklist for Executive Coaches

Executive coaches waste about 7 hours a week on admin: unsecured session notes, scattered client data, and manual sponsor reports. Get that billable time back.

Total admin tasks9 tasks (6 automatable)
Time saveable6.5h/week
Value saveable/month$8,444
0 of 9 reviewed
0%

Session Documentation & Confidentiality

  • Dictate notes in the car; Christine transcribes, encrypts, and files them instantly.

    1h 30m/week
    Automatable

  • Auto-sorts notes into encrypted folders by client so they never mix with personal files.

    45 min/week
    Automatable

  • You decide what stays confidential; Christine just handles the formatting.

    20 min/week
    Manual

Longitudinal Client Tracking

  • Text updates like 'Lisa goal 3 score 2.8 to 3.4' and Christine logs it in Sheets.

    1h/week
    Automatable

  • Pulls historical data from months 1-3 automatically before your prep meetings.

    45 min/week
    Automatable

  • This needs human intuition; Christine only provides the raw data trends.

    30 min/week
    Manual

Sponsor Reporting & Billing

  • Text your themes and Christine drafts the report while hiding individual confidential details.

    2h/week
    Automatable

  • Snap photos of ICF or Hogan invoices; Christine logs the amounts for tax deductions.

    30 min/week
    Automatable

  • Strategic negotiation requires building personal relationships.

    40 min/week
    Manual

Your Potential Savings

Check off automatable tasks above to see how much time and money Christine could save you each month.

Ready to automate your admin?

Christine handles your emails, scheduling, documents, and more — so you can focus on executive coaches.

Try Christine Free
Automatable — Christine handles this for youManual — requires your personal judgment or presenceEstimated weekly time cost for this task