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Executive Coach Guide

How to Automate Task Reminders & Follow-Ups as a Executive Coach

Missing a follow-up with a C-suite client like James Hartwell hurts trust. Trying to track homework deadlines, 360-feedback dates, and sponsor reporting milestones across 6-12 month engagements by hand leads to dropped balls and awkward 'sorry I forgot' moments.

The Current Reality

The Manual Way

Setting phone alarms labeled 'Call Lisa' and digging through Apple Notes to find what you promised to send, only to realize the deadline passed yesterday.

45 minutes per week
  1. Scan session notes in Apple Notes to find action items for each of your 8 active coachees.
  2. Manually create calendar events or phone reminders for every homework deadline and check-in.
  3. Set a separate recurring reminder on the 1st of the month to draft sponsor reports.
  4. Cross-reference your Excel billing sheet to make sure you haven't missed a scheduled session.
  5. Panic when a reminder goes off but you can't remember the specific context without hunting for files.

With Christine AI

The Christine Way

Christine pulls action items from your post-session voice notes and automatically schedules reminders for both you and your clients so no development goal gets stuck.

You

Voice note after session: 'James needs to practice stakeholder mapping before the March 8 board meeting. Remind him on March 5.'

Christine

Christine adds a task to James's file and schedules an email draft to him for March 5 with the exercise attached.

You

Text: 'Set a reminder for me to prep Lisa Nakamura's mid-point review 48 hours before our April 10 meeting.'

Christine

Christine blocks 90 minutes on your calendar on April 8 labeled 'Prep: Lisa Nakamura Mid-Point' and pulls her Month 1-3 goals into a doc.

You

Text: 'Remind all Vertex Dynamics coachees to submit their self-assessments by Friday.'

Christine

Christine sends personalized iMessages to the three leaders at Vertex Dynamics with the direct link to their assessment tools.

Time Saved Per Week

3.5 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

Just finished with James Hartwell. He's going to try the influence framework before the board meeting next Tuesday. Can you remind him Monday morning to review his notes?
9:41 AM
Got it. I've set a reminder to message James Hartwell on Monday at 9 AM with a quick nudge about the influence framework. I also added a task for you to review his progress in your next session.
9:41 AM
Thanks. Also, I need to send the Q1 aggregate report to Sarah Kim at Vertex by Thursday. Remind me Wednesday afternoon to draft it.
9:42 AM
Scheduled. I'll ping you Wednesday at 2 PM to draft the Vertex Q1 report. When I remind you, do you want me to pull the latest session themes for the three coachees into a Google Doc first?
9:42 AM
Yes please, that would save me tons of time. Just keep it high-level, no confidential details.
9:43 AM
Understood. I'll prepare a draft with aggregate themes only (delegation, cross-functional influence) so you can just edit and send. See you Wednesday!
9:43 AM
Get Started Today

Stop doing this manually.
Let Christine handle it.

Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.

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