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Executive Coach Guide

How to Automate Client Follow-Up Emails as a Executive Coach

After deep sessions with C-suite leaders like James Hartwell, sending timely follow-ups with specific homework and resources matters. But drafting these while protecting confidentiality often gets pushed to the next morning, killing the coaching momentum.

The Current Reality

The Manual Way

Open Apple Notes, copy session points, switch to Gmail, draft carefully to avoid leaking sensitive strategy details, then attach relevant PDFs from local folders.

20 minutes per client session
  1. Find the handwritten or typed notes from that executive's session
  2. Draft an email summarizing insights without revealing confidential company strategy
  3. Search local drives for the right assessment PDFs or articles to attach
  4. Proofread heavily to ensure no accidental disclosure of sensitive data
  5. Send the email and manually log the interaction in your Excel billing sheet

With Christine AI

The Christine Way

Voice-note your session summary right after the call. Christine drafts the secure email, attaches the right files, and updates your engagement tracker automatically.

You

Voice note: 'Just finished with Lisa Nakamura. We tackled her delegation blockers. Send her the 'Stakeholder Mapping' PDF and remind her to schedule the 360 feedback by Friday.'

Christine

Christine transcribes the note, drafts a professional email to Lisa with the correct PDF attached, and adds a calendar reminder for the 360 deadline.

You

Text: 'Review the draft for Lisa before sending.'

Christine

Christine shows the draft in iMessage; you reply 'Looks good, send it,' and she delivers it while logging the billable hour in Google Sheets.

Time Saved Per Week

4.5 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Voice note: Just wrapped with James Hartwell. He's struggling with the CEO's acquisition pace. Send him the 'Influence Without Authority' article we discussed and set a reminder for us to check in on his board prep next Tuesday.
9:41 AM
Got it. I've drafted an email to James with the article attached. I also blocked 30 mins on your calendar next Tuesday at 10 AM for the check-in. Want me to send the email now?
9:41 AM
Yes, send it. Also, make sure that hour is logged under Vertex Dynamics in my spreadsheet.
9:42 AM
Email sent to James. I've added 1.0 billable hour to the Vertex Dynamics tab in your Google Sheets expense tracker. Anything else for today?
9:42 AM
Get Started Today

Stop doing this manually.
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