AI for coaching and training: 108 Claude use cases

Between sessions

The questions clients ask when you are not there, answered your way.

8 use cases

Highest value

An assistant that knows your method and their goals

Sets up an assistant for each adult client with your method, your tools and their goals, so the question they have on a Tuesday night gets an answer in your way.

Keeps clientsBetter resultsYou own it

ProjectSkillFile storageMessaging

By hand5 hrs

With Claude1 hr

ProjectSkillFile storageMessaging

You give itYour method written down, the tools and models you teach, and the client's goals and session notes.

You get backA project or skill the client loads into their own Claude account, with rules on what it answers, what it hands back to you, and a line telling them it is AI and not you.

You stillDecide what it may and may not answer, and read what it is told to send you. The client needs their own Claude account, so offer it rather than impose it.

Answering what did we agree

Answers the client's own questions about their actions, the model you used and what they said they would try, from the notes of their sessions.

Saves timeKeeps clients

ProjectMessagingEmail

By hand10 min

With Claude1 min

ProjectMessagingEmail

You give itThe recap and notes from each session, added to the client's project as you go.

You get backAn answer in your words to the questions that otherwise arrive by message at 10pm, with the note it came from, and a nudge to bring anything bigger to the next session.

You stillKeep the conversations that need you. The ICF's sample coaching agreement promises clients email access between meetings, and this covers the part of it that is lookup.

Sorting the messages that arrive between sessions

Reads the emails and messages from clients since you last looked, and sorts them into what it can draft a reply to, what needs you, and what needs you today.

Saves timeKeeps clients

ConnectorScheduled taskEmailMessaging

By hand45 min

With Claude8 min

ConnectorScheduled taskEmailMessaging

You give itAccess to your email and the notes for each client.

You get backA short list each morning: replies drafted for the routine ones, the questions that need your judgement marked as such, and anything that sounds like distress at the top.

You stillAnswer the ones that need you, and act on anything that worries you. It flags. It does not decide whether a client is all right.

Sending the resource you mentioned

Finds the worksheet, article or model you said you would send in the session and drafts the email that goes with it.

Saves timeKeeps clients

ConnectorSkillFile storageEmail

By hand15 min

With Claude2 min

ConnectorSkillFile storageEmail

You give itThe session notes or transcript and your folder of tools and worksheets.

You get backThe right file attached to a short email that says why you are sending it, in your voice, ready the same day.

You stillCheck it is the right thing and send it. A resource that arrives a week later is one the client no longer needs.

Answering parents between lessons

Drafts your reply to a parent's question about what their child is working on, what to practise at home or how the run-in to the exam looks, from your lesson notes.

Saves timeKeeps clients

ProjectConnectorEmailMessaging

By hand15 min

With Claude3 min

ProjectConnectorEmailMessaging

You give itThe parent's message and the pupil's lesson reports so far.

You get backA reply that refers to what was actually covered and what comes next, with a suggestion for practice at home that matches the plan.

You stillRead and send it. Anything about a child's wellbeing is a conversation, not a reply, and it stays with you.

A homework helper for parents

Gives a parent with their own Claude account a project set up with your plan for their child, so they can help with homework the way you teach it.

Keeps clientsBetter resultsYou own it

ProjectSkillFile storage

By hand4 hrs

With Claude45 min

ProjectSkillFile storage

You give itThe term plan, the methods you use for the topics in it and your homework for the week.

You get backA project for the parent that explains the method for each topic, suggests questions to ask rather than giving answers, and tells them when to leave it for the next lesson.

You stillKeep the teaching yours. Claude accounts are for adults only, so this is for the parent, never the pupil.

Highest value

A study assistant for adult learners

Sets up a study assistant for adult learners in their own Claude account, with your course material and Learning mode on, so it asks questions rather than handing over answers.

Better resultsKeeps clientsYou own it

SkillFile storageLMS

By hand4 hrs

With Claude45 min

SkillFile storageLMS

You give itYour course content, the assessment criteria and the topics learners find hardest.

You get backA skill each learner installs once, which quizzes them on your material, explains it your way and tells them which topics to bring to the next session.

You stillDecide what it covers. Researchers writing in PNAS in 2025 found an AI that gave answers left students worse in the exam, so this is built to ask, not to tell.

Answering delegates after the course

Drafts replies to the questions delegates send after a course, from your course material and the notes you took on the day.

Saves timeKeeps clients

ProjectConnectorEmailFile storage

By hand20 min

With Claude3 min

ProjectConnectorEmailFile storage

You give itThe question, the course material and any flipchart notes from their session.

You get backA reply that points to the right part of the workbook and adds what you said in the room, with a note when a question would make a good refresher session.

You stillSend it, and decide whether a run of questions on one topic means the course needs changing.

After every session

The notes, recap, homework and quiz that should follow every session.

9 use cases

Highest timeRun at Get AI Powers

Writing up the session notes

Turns the recording or transcript of a session into notes in your own format: what was discussed, what was agreed, what to pick up next time.

Saves timeYou own it

ConnectorSkillNote takerFile storage

By hand20 min

With Claude3 min

ConnectorSkillNote takerFile storage

You give itThe transcript from your note taker or video call, and your notes template.

You get backNotes in your structure, filed against the client, with the actions and the date of the next session. Anything not covered in the session is left blank.

You stillRead them while you still remember the session. The notes are the record you will work from next time.

Highest valueRun at Get AI Powers

The recap email after every session

Drafts the recap that should reach the client within a day: the one thing that mattered, what they will do, and the date of the next session.

Keeps clientsSaves timeBetter results

SkillConnectorEmailNote taker

By hand20 min

With Claude3 min

SkillConnectorEmailNote taker

You give itThe session notes and the client's goals.

You get backA short recap in your voice that opens with the point of the session, lists no more than three actions in their own words and ends with the next date. It is saved as a draft.

You stillRead it and send it yourself. The recap is often the first thing dropped when sessions run back to back, and it is the one clients keep.

Run at Get AI Powers

Setting homework from the session

Turns what was agreed into no more than three specific actions, each one tied to the client's goal and written as something they will do.

Better resultsKeeps clients

SkillFile storage

By hand15 min

With Claude2 min

SkillFile storage

You give itThe session notes and the client's goals and stage.

You get backUp to three actions with a reason for each, added to the client's page so they can tick them off, and carried forward if they were not done.

You stillAgree the actions in the session. The homework is theirs, and this only writes down what they said they would do.

Run at Get AI Powers

A short quiz built from the session

Builds a short quiz from what the client or learner covered in the session, with a line on every question explaining why the answer is right.

Better resultsKeeps clients

ArtifactsSkillFile storage

By hand45 min

With Claude6 min

ArtifactsSkillFile storage

You give itThe session notes or the module content.

You get backA quiz page with questions that ask for an answer rather than a tick where possible, and an explanation on each. It comes as a link, not an attachment.

You stillDecide what is worth testing. Retrieval practice is one of the best-evidenced ways to make learning stick, and the questions still need your eye.

Highest time

The lesson report to parents

Writes the lesson report from a voice note or your rough notes: what you covered, what went well, what to keep working on and what comes next.

Keeps clientsSaves time

SkillAgency softwareEmail

By hand10 min

With Claude2 min

SkillAgency softwareEmail

You give itA voice memo or a few lines after the lesson, and the pupil's plan.

You get backA report in the sections your parents expect, ready to send or paste into your agency software, with the next lesson's focus already set.

You stillRead it and send it. MyTutor says its five-part report should take around 10 minutes, which is over three hours a week at 20 lessons.

Highest time

First marking of homework

Marks a pupil's homework against the mark scheme on a first pass and drafts feedback on the task, not on the child.

Saves timeBetter results

SkillFile storage

By hand30 min

With Claude6 min

SkillFile storage

You give itThe pupil's work, photographed or typed, and the mark scheme.

You get backMarks against each question, the mistakes grouped by misconception, and two or three lines of feedback the pupil can act on.

You stillCheck every mark and correct what it got wrong. The Education Endowment Foundation finds homework helps more when it is marked with feedback, so the feedback has to be right.

Typing up the flipcharts

Turns the photographs of flipcharts and whiteboards from the day into a clean write-up the delegates and the client can use.

Saves timeKeeps clients

ChatFile storageEmail

By hand1 hr

With Claude10 min

ChatFile storageEmail

You give itThe photographs and the course agenda.

You get backA typed record of what each group produced, in the order of the day, with the actions delegates committed to listed separately.

You stillCheck it for anything said in confidence in the room before it goes to the client.

Certificates for every delegate

Produces the certificate for every delegate who attended from the register, with the right course title, date and CPD hours.

Saves time

SkillCoworkTraining adminSpreadsheet

By hand45 min

With Claude5 min

SkillCoworkTraining adminSpreadsheet

You give itThe register and your certificate template.

You get backA certificate for each delegate who completed the course, and a list of anyone missing from the register or marked as leaving early.

You stillConfirm who completed. A certificate says someone attended, so the register has to be right first.

The follow-up 30 days after a course

Writes and schedules the follow-ups at 30, 60 and 90 days, each one asking delegates about the action they committed to on the day.

Better resultsKeeps clientsWins clients

SkillScheduled taskEmailSurvey tool

By hand30 min

With Claude4 min

SkillScheduled taskEmailSurvey tool

You give itThe list of delegates and the actions each one wrote down.

You get backA short email for each delegate referring to their own action, scheduled at each interval, and a summary of the replies for you.

You stillDecide which replies need a call. The answers are the evidence the client never otherwise sees.

Every client's own dashboard

One page per client with their goals, actions and progress.

6 use cases

Highest valueRun at Get AI Powers

A dashboard page for every client

Builds a personal page for each client with their goals, the actions they agreed, their progress against each one and the date of the next session.

Keeps clientsYou own itBetter results

ArtifactsProjectFile storage

By hand3 hrs

With Claude30 min

ArtifactsProjectFile storage

You give itThe client's goals, their session notes and your programme stages.

You get backA page the client opens from a link, without an account, in your branding. It shows where they are, what they said they would do and what comes next.

You stillDecide what goes on it. A published page is open to anyone with the link, so it carries first names and goals, never health details.

Run at Get AI Powers

Keeping every dashboard up to date

Updates every client's page each week from the latest session notes, so progress moves only when the record shows it moved.

Saves timeKeeps clientsYou own it

Scheduled taskCoworkFile storage

By hand20 min

With Claude2 min

Scheduled taskCoworkFile storage

You give itThe week's session notes and each client's page.

You get backEvery page updated, a list of what changed on each, and a note of any client whose progress has stalled for two sessions or more.

You stillLook at the stalled list. Progress is moved on evidence, never on how the client seemed.

Run at Get AI Powers

A handbook for each client that learns from every call

Keeps a handbook for each client with your method, their goals and a section on the thing that keeps catching them, rebuilt after every session.

Better resultsKeeps clientsYou own it

SkillArtifactsFile storage

By hand1 hr 30

With Claude10 min

SkillArtifactsFile storage

You give itYour method, and each session's notes and fixes.

You get backA short document per client with the models you have taught them, the prompts or questions they can reuse and what tripped them up last time.

You stillChoose what goes in. The handbook is what they reach for between sessions, so it carries your method and not a general one.

Highest value

A progress page for each family

Builds a page for the parents of each pupil with the topics covered, homework set, practice scores and the next lesson.

Keeps clientsYou own it

ArtifactsScheduled taskAgency softwareFile storage

By hand2 hrs

With Claude20 min

ArtifactsScheduled taskAgency softwareFile storage

You give itThe term plan, the lesson reports and any practice paper scores.

You get backA page parents open from a link without an account, updated each week, using the pupil's first name only.

You stillDecide what goes on it. A child's school, surname and anything about their wellbeing stay off a page that anyone with the link can open.

Highest value

Where every learner has got to

Pulls each learner's progress from your course platform or LMS into one view, with the modules done, the quiz scores and who has gone quiet.

Better resultsKeeps clients

ConnectorScheduled taskLMSCourse platform

By hand1 hr

With Claude8 min

ConnectorScheduled taskLMSCourse platform

You give itThe export from your course platform or LMS.

You get backA table of every learner with their progress, a list of the ones who have stopped in the middle, and a draft nudge for each.

You stillDecide who to call, and make the call. The list only tells you who has gone quiet.

A programme page for the client who pays

Builds a page for the sponsor or client who commissioned the programme with attendance, sessions delivered and the themes agreed for sharing.

Keeps clientsYou own it

ArtifactsProjectFile storageSpreadsheet

By hand2 hrs

With Claude20 min

ArtifactsProjectFile storageSpreadsheet

You give itAttendance, the programme plan and the themes you have agreed can be shared.

You get backA page for the sponsor showing what has been delivered against the plan, with nothing from an individual's sessions on it.

You stillDecide what is shareable. EMCC UK's guidance is to agree in advance what feedback goes to the sponsor, and this follows that agreement.

Before every session

What you need to know before you walk in or switch on the camera.

4 use cases

Highest time

The one page before every session

Puts the last session's notes, the actions agreed, the homework submitted and the client's goals on one page before you start.

Saves timeBetter results

ProjectScheduled taskCalendarFile storage

By hand15 min

With Claude2 min

ProjectScheduled taskCalendarFile storage

You give itThe client's notes and anything they have sent since.

You get backA one-page brief with what they said they would do, what came in, and the question you left open last time.

You stillDecide where to take the session. The brief makes sure it does not open with where were we.

Turning intake forms and a 360 into a profile

Reads the intake questionnaire and any psychometric or 360 report and writes a one-page profile with questions worth asking in the first session.

Saves timeBetter results

ProjectFormsPsychometrics

By hand1 hr 30

With Claude15 min

ProjectFormsPsychometrics

You give itThe intake answers and the reports from the tools you are licensed to use.

You get backA profile in your format with the themes that repeat across the sources, the contradictions between them and a few hypotheses to test.

You stillInterpret the instruments yourself. You are licensed to use them and Claude is not. The profile is a starting point, not a reading.

Who is in the room

Reads every pre-course questionnaire and writes a one-page brief on the group: experience, what they want from the day and any adjustments needed.

Better resultsSaves time

ChatSurvey toolTraining admin

By hand45 min

With Claude6 min

ChatSurvey toolTraining admin

You give itThe questionnaire responses and the course outline.

You get backA brief with the range of experience, the questions people want answered, anyone who needs an adjustment, and where the outline might need to flex.

You stillRead it before the day, not on the train. How you run the room is still your call.

What to cover in the next lesson

Looks at the last lesson report, the homework and the plan and suggests what the next lesson should cover and in what order.

Better resultsSaves time

ProjectFile storageAgency software

By hand15 min

With Claude3 min

ProjectFile storageAgency software

You give itThe plan for the term and the last few lesson reports.

You get backA short plan for the lesson with the topic, a starter question to check last week stuck, and the practice to set at the end.

You stillDecide the lesson. You know what the pupil can take on today.

Winning clients

Discovery calls, proposals and follow-up that turn interest into bookings.

8 use cases

The summary after a discovery call

Writes the summary and next steps email after a chemistry or discovery call from the recording, while the prospect still remembers the conversation.

Wins clientsSaves time

ConnectorSkillNote takerEmail

By hand30 min

With Claude4 min

ConnectorSkillNote takerEmail

You give itThe call transcript and how you like to follow up.

You get backAn email in your voice that plays back what they said they want, how you would work together and the decision they said they would make, with a date.

You stillSend it the same day. The AoEC describes the chemistry session as a chance for both sides to judge fit, and the summary shows them you listened.

Highest value

Writing the proposal in the client's own words

Drafts the programme proposal from your template and the notes of the call, so the objectives are written in the buyer's language rather than yours.

Wins clientsSaves time

ProjectSkillFile storageCRM

By hand2 hrs

With Claude20 min

ProjectSkillFile storageCRM

You give itYour proposal template, past proposals, the call notes and your fees.

You get backA proposal with objectives, the shape of the programme, sessions and format, your biography, ethics and supervision, and the fee exactly as you set it.

You stillSet the price and decide what you are promising. The structure is the easy part. Knowing what this client needs is the skill.

Researching a company before a pitch

Pulls together what is public about an organisation before you meet its HR or L&D lead: its plans, its leadership changes and what it says about developing its people.

Wins clients

Claude in ChromeBrowser

By hand40 min

With Claude6 min

Claude in ChromeBrowser

You give itThe organisation's name and the people you are meeting.

You get backA one-page brief with recent news, the leadership team, published strategy and annual report themes, and two or three questions worth asking.

You stillMake the case in the room. The brief stops you opening with a question their website answers.

Highest value

Replying to parent enquiries fast

Drafts a reply to each new enquiry that answers what the parent asked and asks the questions you need: year group, subject, exam board, target and any needs.

Wins clientsSaves time

ConnectorSkillEmailAgency software

By hand15 min

With Claude3 min

ConnectorSkillEmailAgency software

You give itThe enquiry, your prices and your availability.

You get backA reply ready to send within the hour, with the right price, the slots you actually have and the questions that let you match the right tutor.

You stillRead it and send it. The questions at the end are what let you match the right tutor first time.

Writing up the first assessment

Turns the baseline assessment or first lesson into a short summary for the parents: where the pupil is now, the gaps that matter and the plan.

Wins clientsKeeps clients

SkillFile storageEmail

By hand40 min

With Claude8 min

SkillFile storageEmail

You give itThe assessment results and your notes from the first lesson.

You get backA one-page summary in plain language with strengths, gaps by topic and a plan for the term, ready to send with your terms.

You stillMake the judgement about what the pupil needs. A test sat and never written up tells the parent nothing.

Highest value

Pulling together a training needs analysis

Collates the survey answers and interview notes from a client's people into a needs analysis report that sets out what the training has to change.

Wins clientsBetter results

ProjectSurvey toolFile storage

By hand3 hrs

With Claude30 min

ProjectSurvey toolFile storage

You give itThe survey responses, your interview notes and the client's brief.

You get backA report with the needs grouped by theme, quotes that show each one, the gaps the client did not mention and a recommended outline.

You stillDiagnose the real problem. In the CIPD's 2023 survey, 57% of L&D practitioners identified the performance issue before choosing a solution. That is the part clients pay for.

Answering a tender or framework bid

Answers the questions in a tender or framework application from your existing bid answers, case studies, policies and trainer biographies.

Wins clientsSaves time

ProjectSkillFile storage

By hand8 hrs

With Claude1 hr 30

ProjectSkillFile storage

You give itThe tender documents and everything you have written for bids before.

You get backA draft answer to each question in the words it asks for, the questions you hold no evidence for listed separately, and the biographies cut to fit.

You stillSign the declarations. Everything in a bid has to be true, and you are the one saying it.

Following up people who did not book

Works through everyone who enquired or had a discovery call and did not book, and drafts a follow-up for each from what they actually said.

Wins clients

SkillScheduled taskCRMEmail

By hand30 min

With Claude5 min

SkillScheduled taskCRMEmail

You give itYour list of open enquiries and the notes from each conversation.

You get backA personal follow-up for each one that refers to their situation, spaced over the following weeks, with a note of anyone who has gone elsewhere.

You stillDecide who is worth a call and when to stop. Following up keeps you in the running. It does not make the decision for them.

Starting with a new client

The agreement, intake and goals, written down before you begin.

7 use cases

Tailoring the coaching agreement

Produces the coaching agreement from your template with the programme length, fees, cancellation notice, confidentiality and how you will use recordings and AI.

Saves timeKeeps clients

SkillE-signatureFile storage

By hand45 min

With Claude6 min

SkillE-signatureFile storage

You give itYour template and what you have agreed with this client.

You get backAn agreement ready to sign, with the between-session contact, record keeping and any three-way reporting written out, and the clauses you changed listed.

You stillAgree the terms with the client, and have your template checked by a solicitor. This drafts. It does not advise.

Preparing the three-way meeting

Prepares the agenda and a draft of the objectives for the three-way meeting with the client and their line manager, and writes up what was agreed afterwards.

Keeps clientsBetter results

SkillConnectorNote takerEmail

By hand1 hr

With Claude10 min

SkillConnectorNote takerEmail

You give itThe brief from the sponsor, the chemistry call notes and the meeting notes afterwards.

You get backAn agenda, draft objectives in measurable terms, and afterwards a note of what was agreed, including what feedback goes to the sponsor and when.

You stillRun the meeting and hold the boundaries. Balancing the client, the sponsor and the organisation is the job EMCC UK describes, and it is yours.

Run at Get AI Powers

Writing the goals down

Turns the goals discussed in the first sessions into a written document with what success looks like and how you will both know.

Better resultsKeeps clients

SkillFile storage

By hand30 min

With Claude5 min

SkillFile storage

You give itThe notes from the first session or two.

You get backA goals page in the client's words with a measure for each, which becomes the first section of their dashboard.

You stillAgree them with the client. Goals agreed out loud and never written down are the ones that drift.

Terms for each family before the first lesson

Produces your terms for a new family with fees, how and when they are paid, cancellation notice, refunds and how online lessons are recorded.

Saves time

SkillEmailFile storage

By hand30 min

With Claude5 min

SkillEmailFile storage

You give itYour standard terms and anything agreed differently with this family.

You get backTerms ready to send before the first lesson, with any clause that would read as harsh flagged, as The Tutors' Association code asks you to avoid them.

You stillDecide the terms, and have them checked once by a solicitor. The Tutors' Association expects them given in advance of any agreement.

A plan for the term against the specification

Builds the term plan for a pupil against their exam board's specification, starting from their baseline and the date of their exam.

Better resultsKeeps clients

ProjectFile storage

By hand1 hr 30

With Claude15 min

ProjectFile storage

You give itThe specification, the baseline and the weeks until the exam.

You get backA week-by-week plan by topic, with the review points and mock dates marked, that you can share with the parents.

You stillDecide the order and the pace. A plan that lives only in your head is one the parents cannot see.

Highest time

Joining instructions for every delegate

Writes the joining instructions for each delegate from the booking: venue or link, times, what to bring, pre-work, accessibility and how to cancel.

Saves time

SkillCoworkTraining adminEmail

By hand30 min

With Claude4 min

SkillCoworkTraining adminEmail

You give itThe booking, the course details and your template.

You get backInstructions for each delegate with the details checked against the booking, a question about adjustments and dietary needs, and a reminder to send two days before.

You stillCheck the venue and the times. The CIM sends joining instructions about a week before a course, and a wrong room lands on you at 9am.

Confirmations, purchase orders and booking changes

Drafts the booking confirmation, chases the purchase order and updates the course list when a delegate swaps, cancels or transfers.

Saves time

ConnectorTraining adminEmailAccounting

By hand20 min

With Claude3 min

ConnectorTraining adminEmailAccounting

You give itThe booking, your terms and the course list.

You get backA confirmation with the terms, a polite chase for any missing purchase order, and an updated list of who is coming.

You stillDecide on late cancellations and transfers. The terms say what you can charge, and the relationship decides what you do.

Reports to whoever pays

What goes to the sponsor, the parents or the client who paid.

7 use cases

Mid-point and end reviews

Drafts the mid-point and end reviews from every session's notes, set against the goals agreed at the start.

Keeps clientsBetter results

ProjectFile storage

By hand1 hr

With Claude10 min

ProjectFile storage

You give itThe goals and every session's notes.

You get backA review that shows progress on each goal with the evidence from the sessions, what has not moved, and a development plan for the client to take forward.

You stillDecide what it means. The client should recognise themselves in it, and that is your judgement.

Highest value

The report to the sponsor

Drafts the sponsor's report from your notes, using only what was agreed as shareable, so it shows progress without breaking a confidence.

Keeps clientsWins clients

ProjectSkillFile storageEmail

By hand2 hrs

With Claude20 min

ProjectSkillFile storageEmail

You give itYour notes, tagged for what can be shared, and the reporting agreed in the three-way meeting.

You get backA report on attendance, themes and progress against the agreed objectives, with every sentence that might be too revealing flagged for you to check.

You stillDecide what is disclosed. The Ridler Report found most UK sponsors judge coaching against the objectives set at the start, so this is what they buy again on.

Themes across a coaching panel

Pulls the themes from across all the coaches on a corporate panel into one report for HR, without attributing anything to a person.

Keeps clientsWins clients

ProjectFile storage

By hand3 hrs

With Claude30 min

ProjectFile storage

You give itThe themes each coach has agreed can be shared.

You get backA report on the patterns across the cohort, such as recurring obstacles and what the organisation could change, with no individual identifiable.

You stillCheck it identifies nobody. The value to HR is the pattern, and the trust of every coachee depends on that.

Highest value

Termly reports from the lesson reports

Writes the termly progress report from the term's lesson reports and practice scores, so it rests on what happened in each lesson.

Keeps clientsSaves time

SkillProjectAgency softwareFile storage

By hand45 min

With Claude8 min

SkillProjectAgency softwareFile storage

You give itThe term's lesson reports and any practice paper scores.

You get backA report with topics covered, progress against the plan, scores over the term, what to work on next and your honest view of exam readiness, ready to edit.

You stillGive your view on readiness. The Tutors' Association asks for timely and realistic updates, and realistic is yours to judge.

Reports for a school or council that pays

Writes the report a school, local authority or other funder asks for on the pupils it pays you to tutor, from your lesson records.

Keeps clientsWins clients

ProjectSkillAgency softwareSpreadsheet

By hand1 hr

With Claude10 min

ProjectSkillAgency softwareSpreadsheet

You give itThe funder's template, attendance and the lesson reports for each pupil.

You get backA report in the funder's format with sessions delivered, attendance, progress against the targets set and any concerns already raised, pupil by pupil.

You stillCheck every figure, and raise any concern through the proper route rather than in a report. Funded work renews on the evidence.

Analysing the evaluation forms

Reads every evaluation form, scores and comments together, and sets them against the objectives from the needs analysis.

Better resultsKeeps clients

ChatProjectSurvey tool

By hand1 hr

With Claude8 min

ChatProjectSurvey tool

You give itThe evaluation responses and the course objectives.

You get backThe scores, the comments grouped by theme, what delegates said they will do differently, and where the course fell short of what was asked for.

You stillDecide what to change. One TrainingZone trainer said the reaction form is great for rating the venue, the lunch and the air conditioning, which is why this reads past it.

Highest value

The report to the client after a programme

Writes the client report from attendance, the evaluation analysis, the flipchart outputs and the follow-ups, with recommendations for what comes next.

Keeps clientsWins clients

ProjectClaude DesignFile storageSlides

By hand4 hrs

With Claude40 min

ProjectClaude DesignFile storageSlides

You give itEverything from the programme, and the objectives from the proposal.

You get backA report in your branding with what was delivered, what changed against the objectives, the themes from the room and a proposed next phase.

You stillMake the recommendations. The CIPD found only half of organisations had a way to assess the impact of learning, so a provider that shows it stands out.

Renewals and rebooking

The next programme offered when the client can see what changed.

5 use cases

Highest value

The renewal conversation, prepared

Prepares the end of programme conversation with what changed against the goals, in the client's own words from the sessions, and what working together next could look like.

Keeps clientsWins clients

ProjectSkillFile storageCRM

By hand45 min

With Claude6 min

ProjectSkillFile storageCRM

You give itThe goals, the end review and your follow-on offers.

You get backA one-page summary of progress in the client's words, two options for continuing that fit what they still want, and a follow-up email for afterwards.

You stillHave the conversation. The summary puts the evidence of what changed in front of both of you.

Asking for a testimonial while it is fresh

Drafts the request for a testimonial at the end of a programme, quoting back what the client said changed for them so it is easy to say yes.

Wins clientsKeeps clients

SkillEmailFile storage

By hand20 min

With Claude3 min

SkillEmailFile storage

You give itThe end review or the last session's notes.

You get backA short request that reminds them of their own words, asks permission to use what they write and records the permission once they give it.

You stillAsk, and use only what they approve. Since April 2025 the CMA can fine directly for fake reviews, so you keep the record of every permission.

Highest value

Rebooking after mocks and results

Writes to each family at the moments they decide whether to carry on: the end of term, after mocks, after the 11+ results and after results day.

Keeps clientsWins clients

SkillScheduled taskEmailAgency software

By hand20 min

With Claude3 min

SkillScheduled taskEmailAgency software

You give itYour list of pupils, their reports and your availability for next term.

You get backA message for each family that refers to their child's progress and the next milestone, with the slots you can actually offer.

You stillDecide who to keep and what to offer. MyTutor puts a rebooking line in every lesson report for a reason.

Winning the repeat booking

Uses the client report and the 90 day follow-ups to propose the next phase or a refresher, timed to when the client sets its training budget.

Keeps clientsWins clients

SkillScheduled taskCRMEmail

By hand1 hr

With Claude10 min

SkillScheduled taskCRMEmail

You give itThe client report, the follow-up replies and the client's financial year.

You get backA short proposal for what comes next with the evidence from the first programme, and a reminder in the weeks before their budget is set.

You stillHave the conversation. Many organisations spend what is left of the training budget before a 31 March year end, so the timing matters.

Checking in with past clients

Finds clients whose programme ended a few months ago and drafts a check-in for each that refers to the goal they were working on.

Keeps clientsWins clients

SkillScheduled taskCRMEmail

By hand30 min

With Claude5 min

SkillScheduled taskCRMEmail

You give itYour list of past clients and their end reviews.

You get backA personal check-in for each one, with a note of anyone whose situation suggests they might want to work together again.

You stillDecide who to contact and what to offer. A check-in that remembers their goal reads as care, not as selling.

Building the product

Workbooks, courses and programmes made from what you already teach.

8 use cases

Highest value

Writing your method down

Interviews you about how you work and turns the answers, your old session notes and your materials into a written method that everything else is built from.

You own itWins clients

ProjectChatFile storage

By hand10 hrs

With Claude2 hrs

ProjectChatFile storage

You give itAn hour or two of your answers, a selection of past notes with names removed, and your existing tools and slides.

You get backA method document with your models, the questions you ask, the language you use and the things you never do, which every assistant and workbook then draws on.

You stillDecide what your method is. Nobody sells this, because it is yours, and it is what makes everything else sound like you.

Highest value

Turning a programme into a workbook

Turns the outline of a programme and the tools you use in sessions into a workbook clients or delegates can work through, in your branding.

Wins clientsBetter resultsYou own it

ProjectClaude DesignFile storageSlides

By hand16 hrs

With Claude3 hrs

ProjectClaude DesignFile storageSlides

You give itThe outline, your method, the exercises you run and your brand.

You get backA workbook with an introduction to each stage, the exercises written out, space for reflection and short recall questions at the end of each section.

You stillDecide what goes in and test it with real clients. The workbook carries your name, so every page has to be something you would teach.

Highest value

Building an online course from what you already teach

Builds an online course from your recordings, notes and slides: the module plan, video scripts, worksheets and quizzes, ready to load into your course platform.

Wins clientsYou own it

ProjectCoworkCourse platformFile storage

By hand40 hrs

With Claude8 hrs

ProjectCoworkCourse platformFile storage

You give itRecordings or transcripts of sessions you have run, your slides and your method.

You get backA module plan, scripts for each video in your voice, a worksheet and quiz per module, and the welcome and completion emails.

You stillRecord it, and decide what is worth paying for. Course platforms can draft from a prompt. Drafting from your own back catalogue is what makes it yours.

Highest time

Slides and a facilitator guide from an outline

Builds the slides, the facilitator guide and the delegate handouts from your course outline and learning objectives.

Saves timeYou own it

Claude DesignProjectSlidesFile storage

By hand16 hrs

With Claude3 hrs

Claude DesignProjectSlidesFile storage

You give itThe outline, the objectives, your slide template and any material you already have.

You get backA slide deck, a facilitator guide with timings, instructions for every activity and the points to draw out, and handouts that match the slides.

You stillDecide the design of the learning. The facilitator guide is what lets an associate run your course the way you would.

Tailoring a course to one client

Adapts your standard course to a client's sector, language and examples from their needs analysis, without rewriting it.

Wins clientsBetter results

ProjectSlidesFile storage

By hand3 hrs

With Claude30 min

ProjectSlidesFile storage

You give itThe standard course, the needs analysis and anything the client has sent about their organisation.

You get backThe case studies, scenarios and examples rewritten for their world, the slides that change listed, and an agenda in their terms.

You stillCheck every example would ring true to people who do that job.

Writing the assessment and marking guide

Writes the knowledge check or assessment for a course from its objectives, with a marking guide and model answers.

Better resultsSaves time

SkillLMSFile storage

By hand4 hrs

With Claude40 min

SkillLMSFile storage

You give itThe objectives and the course material.

You get backQuestions mapped to each objective, a mix of short answers and scenarios, a marking guide and model answers.

You stillMark anything that decides a certificate yourself. From 12 November 2026, Anthropic's usage policy needs a qualified person to review AI grading that determines certification.

Designing a group programme from 1 to 1 work

Turns the patterns in your 1 to 1 work into a group programme: the arc over the weeks, each session's plan and the work between sessions.

Wins clientsYou own it

ProjectFile storageCourse platform

By hand10 hrs

With Claude2 hrs

ProjectFile storageCourse platform

You give itYour method and a selection of past session notes with names removed.

You get backA programme outline, a plan for each session with timings and exercises, the work set between sessions and the emails that go with each week.

You stillDecide what the group gets that a 1 to 1 does not. Turning your hours into a programme is how a coach serves more people in the same week.

A self-assessment or guide to give away

Turns one part of your method into a short self-assessment, checklist or guide that prospects can use, with your view of what the scores mean.

Wins clientsYou own it

Claude DesignArtifactsEmail marketing

By hand5 hrs

With Claude1 hr

Claude DesignArtifactsEmail marketing

You give itYour method and the questions you would ask a new client.

You get backA short assessment or guide in your branding, a page to host it and the emails that follow up with people who complete it.

You stillDecide what you give away and what you keep for clients. The ASA has ruled against coaching claims that imply typical results, so the promise stays modest.

Planning and resources

Schemes of work, worksheets and homework matched to the exam board.

5 use cases

Highest time

Worksheets matched to the pupil and the board

Writes practice questions and worksheets for the topic you are teaching, matched to the exam board, the tier and the mistakes this pupil keeps making.

Better resultsSaves time

ProjectSkillFile storage

By hand45 min

With Claude8 min

ProjectSkillFile storage

You give itThe topic, the specification, the pupil's last few lesson reports and any marked work.

You get backA worksheet that starts where the pupil is, builds to exam-style questions, and comes with worked answers for you.

You stillCheck every question and answer. You are the one who will be explaining them.

Setting homework that follows the lesson

Sets the week's homework from what was covered in the lesson, with a short recall section on the topics from previous weeks.

Better results

SkillFile storage

By hand20 min

With Claude3 min

SkillFile storage

You give itThe lesson report and the term plan.

You get backHomework that practises this week's topic, revisits two earlier ones and takes about the time you set.

You stillDecide how much to set. The Education Endowment Foundation finds homework works best when it is part of the lesson, not an extra.

Three ways to explain the same idea

Gives you different ways into a topic a pupil is stuck on: an analogy, a worked example and a common wrong answer to discuss.

Better results

Chat

By hand20 min

With Claude4 min

Chat

You give itThe topic and what the pupil said or wrote that shows where they are stuck.

You get backTwo or three explanations pitched at the pupil's level, the misconception each one targets and a question to check it landed.

You stillChoose the one that suits the child in front of you. Reading where they are stuck is the teaching.

Finding the past paper questions on one topic

Goes through the past papers and mark schemes you hold and pulls out every question on the topic you are teaching, in order of difficulty.

Saves timeBetter results

ProjectConnectorFile storage

By hand1 hr

With Claude10 min

ProjectConnectorFile storage

You give itYour folder of past papers and mark schemes for the board.

You get backA set of questions on the topic with the paper and year for each, the mark scheme beside each one and the examiner's comments where you have them.

You stillChoose which to set. You hold the papers, and the questions stay in your folder.

Planning a small group session

Plans a group lesson so each pupil in it works at their own level, from each pupil's last report.

Better resultsSaves time

ProjectFile storage

By hand1 hr

With Claude10 min

ProjectFile storage

You give itThe pupils in the group and their recent lesson reports.

You get backA plan with a shared starter, three levels of practice on the same topic, and a note of who needs what.

You stillRun the room. A group of four at four different levels is where your judgement earns its fee.

Exams, mocks and admissions

Practice papers, mock analysis, the 11+ and the personal statement.

5 use cases

Highest value

Analysing a mock paper question by question

Goes through a marked mock paper question by question, tags each one by topic and works out where the marks were lost.

Better resultsKeeps clients

ProjectFile storage

By hand1 hr

With Claude10 min

ProjectFile storage

You give itA photo or scan of the marked paper and the mark scheme.

You get backMarks lost by topic and by kind of mistake, the three topics that would gain the most marks, and a revised plan for the weeks to the exam.

You stillDecide the run-in. A mock score on its own tells the parents nothing about what to do next.

Practice paper tracking for the 11+

Keeps the score of every practice paper a Year 5 pupil sits by section and question type, and shows where the time and marks are going.

Better resultsKeeps clients

SkillClaude in ExcelSpreadsheet

By hand30 min

With Claude5 min

SkillClaude in ExcelSpreadsheet

You give itEach practice paper's score and the questions dropped.

You get backA tracker by section with the trend, the question types still costing marks and an update for the parents after each paper.

You stillJudge readiness, and be honest with the parents. September tests and October results make the run-in short.

Feedback on a UCAS personal statement

Reads a draft against the three UCAS questions and the 4,000 character limit, and drafts your feedback on each answer.

Better resultsSaves time

SkillFile storage

By hand1 hr

With Claude12 min

SkillFile storage

You give itThe draft and the course the student is applying for.

You get backFeedback on each of the three answers, the character count against the 350 minimum for each, and the sentences doing nothing.

You stillGive the feedback and never rewrite it for them. UCAS and universities expect the statement to be the student's own work.

Mock interview questions for admissions

Writes the questions for a mock admissions interview from the course, the student's statement and the reading they have mentioned.

Better results

Chat

By hand45 min

With Claude8 min

Chat

You give itThe course, the statement and the student's reading list.

You get backA set of interview questions with follow-ups that probe what the student has claimed, and notes on what a strong answer would show.

You stillRun the interview and give the feedback. Thinking aloud under pressure is the skill being tested, and only practice with a person builds it.

Where help with coursework has to stop

Drafts your policy on helping with GCSE and A level coursework, set against the JCQ rules on AI use and acknowledging help.

Saves time

ChatFile storage

By hand1 hr

With Claude10 min

ChatFile storage

You give itThe subjects you tutor and how you currently help with coursework.

You get backA short policy for parents and pupils on what you will and will not do with coursework, in plain language.

You stillDecide where the line is. JCQ treats unacknowledged AI use in coursework as malpractice, so a tutor has to be clear about it.

Check-ins and accountability

Weekly check-ins and nudges across every client you hold at once.

4 use cases

Highest time

Reading every weekly check-in

Reads every client's weekly check-in form and drafts a reply to each that refers to their numbers, their goal and what they said last week.

Saves timeKeeps clients

ConnectorSkillFormsCoaching platform

By hand2 hrs

With Claude25 min

ConnectorSkillFormsCoaching platform

You give itThe week's check-in responses and each client's plan.

You get backA drafted reply for every client, sorted so the ones who are struggling or have gone quiet come first.

You stillRead and send each one, and call the ones at the top. One UK online fitness coaching firm expects each coach to hold 50 to 100 active clients.

Accountability nudges between sessions

Sends each client a short nudge in the days after a session about the one action they committed to, written from the recap.

Better resultsKeeps clients

Scheduled taskSkillMessagingEmail

By hand30 min

With Claude5 min

Scheduled taskSkillMessagingEmail

You give itThe recap and the client's actions.

You get backA short message per client timed for midweek, asking about their own action in their own words, with the replies collected for you.

You stillDecide the tone with each client. Some want a push and some want space, and you know which.

Adjusting the plan from a check-in

Suggests changes to a client's training or habit plan from what their check-in shows, within the rules you set for that client.

Better resultsSaves time

ProjectCoaching platform

By hand20 min

With Claude4 min

ProjectCoaching platform

You give itThe check-in, the current plan and your rules for adjusting it.

You get backA proposed change with the reason for it and what to watch next week, marked for you to approve.

You stillApprove every change. Anything about pain, injury, medication or symptoms goes to a medical professional, not to the plan.

The coaching hours log

Keeps the log of coaching hours your credential needs from your calendar and invoices, so it is not rebuilt in a panic at renewal.

Saves time

Scheduled taskConnectorCalendarSpreadsheet

By hand1 hr

With Claude5 min

Scheduled taskConnectorCalendarSpreadsheet

You give itYour calendar and invoices.

You get backA log by client and date with paid and pro bono hours, in the format your credentialing body asks for.

You stillCheck it and sign it. The log is your declaration.

Cohorts and communities

Group programmes, cohort calls and the questions asked in between.

4 use cases

The week's cohort emails and call summary

Writes the week's cohort emails and turns the live call recording into a summary with the questions asked and what was answered.

Saves timeKeeps clients

ConnectorSkillCommunity platformEmail marketing

By hand1 hr 30

With Claude15 min

ConnectorSkillCommunity platformEmail marketing

You give itThe recording and the week's plan.

You get backA summary posted to the community with timestamps for each question, and the emails for the coming week.

You stillRun the call. The summary is for the people who could not make it live.

Highest time

Answering community questions from your material

Drafts answers to the questions posted in your course community from your own course material and past answers, so the same question is not answered from scratch thirty times.

Saves timeKeeps clients

ProjectConnectorCommunity platform

By hand1 hr

With Claude10 min

ProjectConnectorCommunity platform

You give itYour course material and the answers you have already given.

You get backA drafted answer for each new question with the module it relates to, and a list of the questions that need you.

You stillPost the answers yourself. A shared community with an AI posting into it can fall under the Online Safety Act, so a person stays the one posting.

The launch emails and sales page

Writes the sales page, the frequently asked questions and the launch email sequence from the programme and the questions people actually asked last time.

Wins clients

ProjectSkillEmail marketingCourse platform

By hand10 hrs

With Claude2 hrs

ProjectSkillEmail marketingCourse platform

You give itThe programme, last launch's questions and results, and your testimonials with permission.

You get backA sales page, an FAQ built from real questions, a sequence of emails over the launch week and the cancellation wording consumer law needs.

You stillDecide what you promise. Income and results claims are where the ASA steps in, so every claim needs evidence you can produce.

Getting people through the middle of a course

Finds the learners who have stopped partway through and writes each a nudge that refers to where they stopped and what comes next.

Better resultsKeeps clients

ConnectorScheduled taskCourse platformEmail

By hand1 hr

With Claude10 min

ConnectorScheduled taskCourse platformEmail

You give itProgress data from your course platform.

You get backA list of who stalled and where, and a short message to each pointing to the next module and the reason it matters to them.

You stillDecide who gets a personal call. A 2019 study in Science found 46% of learners who paid for a certificate on MIT and Harvard online courses finished.

Your team

The people who deliver your work, working to your standard.

7 use cases

Highest value

One method library for the whole team

Puts your method, your templates and your best materials into a shared project, so every associate, tutor or trainer works from the same source.

You own itBetter results

ProjectSkillFile storage

By hand8 hrs

With Claude1 hr 30

ProjectSkillFile storage

You give itYour method, templates, worksheets and examples of good notes and reports.

You get backA shared project on a team plan that answers how we do it here, with the templates every report and recap is built from.

You stillDecide what the standard is. A team plan shares projects only inside your own organisation, which is right for your staff and associates.

Matching a pupil to the right tutor

Reads the enquiry and your tutors' profiles, subjects and availability, and suggests the best two or three matches with a reason for each.

Wins clientsKeeps clients

ProjectAgency software

By hand30 min

With Claude5 min

ProjectAgency software

You give itThe enquiry, your tutor profiles and their availability.

You get backA shortlist with why each tutor fits, the slots that work for both sides and a brief to send the tutor you choose.

You stillMake the match. You know which tutor gets on with which kind of child, and no profile records that.

Briefing the tutor on a new pupil

Writes the brief for a tutor taking on a new pupil from the enquiry, the parent's call and the baseline.

Better resultsSaves time

SkillAgency softwareEmail

By hand20 min

With Claude3 min

SkillAgency softwareEmail

You give itThe enquiry, your notes from the parent's call and any assessment.

You get backA brief with the pupil's year, board, target, needs, what the parent is worried about and what the first lesson should check.

You stillCheck it before it goes. A forwarded email with no context is how a good tutor starts badly.

Checking the quality of your team's reports

Reads the week's lesson reports or session notes from your team and flags the thin ones, the late ones and any that mention a concern.

Better resultsKeeps clients

ConnectorScheduled taskAgency softwareFile storage

By hand1 hr

With Claude10 min

ConnectorScheduled taskAgency softwareFile storage

You give itThe week's reports from your agency software or shared folder.

You get backA list of reports that fall below your standard with what is missing, the tutors or coaches who are behind, and anything that needs you today.

You stillHave the conversation with the tutor or coach, and act on any concern yourself. It reads for you. It does not supervise.

An associate pack for your programmes

Builds the pack an associate coach or trainer needs to deliver your programme: the method, the session plans, the standards and the reporting you expect.

You own itWins clients

ProjectClaude DesignFile storageSlides

By hand5 hrs

With Claude1 hr

ProjectClaude DesignFile storageSlides

You give itYour method, the programme materials and how you want work reported.

You get backA pack with the programme, the facilitator notes, examples of good notes and reports, and the boundaries every associate works to.

You stillChoose the associates. The pack is what lets you take on more work without every session needing you.

Preparing for supervision

Prepares anonymised case notes for your supervision session from your session notes, with the questions you want to take.

Better results

ChatFile storage

By hand45 min

With Claude8 min

ChatFile storage

You give itThe notes for the clients you want to discuss, with names removed.

You get backA short case summary for each with the pattern you have noticed and the question you are bringing, nothing that identifies the client.

You stillTake it to supervision. The thinking happens with your supervisor. The Global Code of Ethics updated in December 2025 now names AI in its supervision section.

Writing up an observation

Writes up your notes from observing a tutor's lesson or an associate's session into feedback against your own standard.

Better results

SkillFile storage

By hand45 min

With Claude8 min

SkillFile storage

You give itYour observation notes and your standard.

You get backFeedback under each heading of your standard, with what went well, what to work on and one thing to try next time.

You stillGive the feedback in person. The write-up is the record, and the conversation is the development.

Compliance

The paperwork your professional body, the ICO and consumer law expect.

8 use cases

Privacy notice and AI tools

Updates your privacy notice to cover the tools you actually use, including note takers and AI, and the data protection complaints route now required.

Saves timeKeeps clients

ProjectFile storage

By hand3 hrs

With Claude30 min

ProjectFile storage

You give itYour current notice and the list of tools that touch client data.

You get backA revised notice listing each processor and what it does, with the complaints process and the 30 day acknowledgement the ICO expects since 19 June 2026.

You stillApprove it, and decide the lawful basis for what you hold. Coaching notes often contain health information, which needs more than a privacy notice.

The impact assessment for using AI with client data

Drafts the data protection impact assessment the ICO expects for most AI use with personal data, from how you actually plan to use it.

Keeps clientsSaves time

ProjectFile storage

By hand4 hrs

With Claude45 min

ProjectFile storage

You give itWhat you will use Claude for, the data involved and the plan you are on.

You get backA draft assessment with the risks, the safeguards, where data goes and what you will tell clients, and the decisions left for you.

You stillAccept the remaining risk, or change the plan. The ICO says that if you decide an assessment is not needed, you still have to write down why.

Deleting old notes on schedule

Lists the notes, recordings and forms that have passed the retention period you set, by client, so deletion happens on time rather than never.

Saves time

Scheduled taskCoworkFile storageNote taker

By hand1 hr

With Claude8 min

Scheduled taskCoworkFile storageNote taker

You give itYour retention schedule and access to the folders where notes and recordings live.

You get backA list of what is due for deletion, with anything held for a reason, such as an open complaint, marked to keep.

You stillApprove the deletion. The ICF's sample agreement leaves the retention period blank, so the decision is yours to make and keep.

Safeguarding policy and records

Drafts your child protection policy and staff code from the structure in the DfE's guidance for tuition, and keeps your record of concerns in a facts-only format.

Keeps clientsSaves time

ProjectScheduled taskFile storage

By hand4 hrs

With Claude45 min

ProjectScheduled taskFile storage

You give itYour current policy, how you work with children, and any concerns logged.

You get backA policy and code ready for annual review, a concern record template that separates what was seen from what was decided, and a reminder when the review is due.

You stillMake every safeguarding judgement and referral yourself. The DfE updated its guidance covering tuition in February 2026, and it expects a named lead.

Tracking DBS checks across your tutors

Keeps the record of every tutor's Enhanced DBS check and Update Service status, and flags anything due to expire or missing.

Saves timeKeeps clients

Scheduled taskClaude in ExcelSpreadsheetAgency software

By hand45 min

With Claude5 min

Scheduled taskClaude in ExcelSpreadsheetAgency software

You give itYour tutor list and the dates and status of each check.

You get backA single record of checks with a list of tutors whose check is due, and a reminder email for each.

You stillDecide who works with children. Since 21 January 2026, self-employed tutors can get their own Enhanced check through an umbrella body.

Highest time

The CPD accreditation submission

Assembles the submission for CPD accreditation from your course: objectives, duration, format, materials, assessment, evaluation and certificate.

Wins clientsSaves time

ProjectCoworkFile storage

By hand30 hrs

With Claude6 hrs

ProjectCoworkFile storage

You give itThe course materials, trainer biographies, your evaluation forms and the accreditor's requirements.

You get backA submission pack with each requirement answered and evidenced, and a list of anything you still need to produce.

You stillSubmit it and answer the accreditor's questions. One accreditor puts the staff time for a first application at 20 to 40 hours.

Checking your claims before an advert goes out

Checks the claims in a sales page, advert or social post against the evidence you hold, and flags the ones that imply typical results or guarantees.

Keeps clientsWins clients

ChatFile storage

By hand45 min

With Claude8 min

ChatFile storage

You give itThe copy and the evidence behind each claim, such as pass rates and testimonials with permission.

You get backEvery claim marked as backed, needs evidence or should go, with the reason, and the permissions you hold for each testimonial.

You stillDecide what to say. The ASA ruled against an HGV training firm in April 2026 for claiming high pass rates the figures did not support.

The line between coaching and health advice

Writes the rules any client-facing assistant follows on health, mental health and medication, and the wording that points clients to a professional.

Keeps clients

SkillFile storage

By hand2 hrs

With Claude20 min

SkillFile storage

You give itYour scope of practice and how you refer clients on.

You get backRules for the assistant on what it will not answer, the signposting it gives, and the topics that always come straight to you.

You stillHold the line yourself. Anthropic's usage policy treats sleep, exercise and nutrition as wellness, and symptoms, medication and mental health as high risk.

Scheduling and money

Rescheduling, packages, invoices and chasing, without the evenings.

5 use cases

Rescheduling and late cancellations

Drafts the reply to every request to move a session, applying your cancellation terms and offering slots you actually have.

Saves timeKeeps clients

ConnectorCalendarEmail

By hand15 min

With Claude2 min

ConnectorCalendarEmail

You give itThe request, your terms and your calendar.

You get backA reply that offers new times and, inside the notice period, says politely what the terms say, ready for you to send or soften.

You stillDecide when to waive the fee. The terms are the rule, and the relationship decides the exception.

Sessions left on every package

Works out for every client how many sessions are left on their package or credits, when they expire, and who is about to run out.

Saves timeKeeps clientsYou own it

ConnectorScheduled taskSchedulingPayments

By hand45 min

With Claude5 min

ConnectorScheduled taskSchedulingPayments

You give itYour bookings and payments.

You get backA list of clients with sessions remaining and expiry dates, and a draft message for anyone with one or two left.

You stillDecide what to offer them. The message about the last session is the start of the renewal.

Invoices and the polite chase

Raises the invoices for the period from your bookings and drafts a polite chase for anything overdue.

Saves time

ConnectorAccountingPayments

By hand1 hr

With Claude10 min

ConnectorAccountingPayments

You give itYour bookings, your rates and your accounting software.

You get backDraft invoices that match the sessions delivered, a list of what is overdue and a chase for each that is firm and friendly.

You stillApprove the invoices and decide when to stop being polite.

Checking timesheets against lessons before the pay run

Checks every tutor's timesheet against the lessons marked complete and the reports filed, before you pay anyone.

Saves time

ConnectorClaude in ExcelAgency softwareSpreadsheet

By hand1 hr 30

With Claude15 min

ConnectorClaude in ExcelAgency softwareSpreadsheet

You give itTimesheets, the lesson list and the reports from your agency software.

You get backA list of lessons claimed without a report, reports with no lesson and hours that do not match, by tutor.

You stillSort out each mismatch with the tutor. The check finds them. Paying people correctly is your call.

Getting memberships ready for the subscription rules

Checks your memberships and rolling programmes against the subscription rules starting in January 2027 and drafts the notices they will need.

Keeps clientsSaves time

ProjectCourse platformPayments

By hand3 hrs

With Claude30 min

ProjectCourse platformPayments

You give itYour membership terms, the checkout and the emails members get.

You get backA list of what has to change, draft pre-contract information and renewal reminders, and how members will be able to leave online.

You stillDecide how the membership works, and take advice where the rules are unclear. The rules come from the Digital Markets, Competition and Consumers Act 2024.

Marketing

Staying visible while you are busy delivering.

4 use cases

Posts from your own sessions

Turns the themes from your recent work into posts and a newsletter, with every client detail taken out, so you stay visible while you are busy delivering.

Wins clients

SkillProjectSocial mediaEmail marketing

By hand1 hr

With Claude10 min

SkillProjectSocial mediaEmail marketing

You give itThe themes you have noticed this month and your past posts.

You get backA few posts and a newsletter in your voice, each built on a real pattern you have seen rather than a generic tip.

You stillDecide what to publish, and check nothing could identify a client. Your view is what people follow.

A case study from a finished programme

Writes a case study from a finished programme with the client's permission, using their own words from the end review.

Wins clients

SkillFile storage

By hand2 hrs

With Claude20 min

SkillFile storage

You give itThe end review, the client's quote and their permission.

You get backA case study with the starting point, what you did together and what changed, in a format for your website and proposals.

You stillGet the client's approval of the final text. A case study they do not recognise does more harm than none.

Replying to reviews

Drafts a reply to each new review on the sites parents use, thanking the family by first name or answering a complaint calmly.

Wins clientsKeeps clients

ChatReview sites

By hand15 min

With Claude3 min

ChatReview sites

You give itThe review and anything you know about the family's lessons.

You get backA short reply to each review, with anything that should be taken offline marked.

You stillPost it yourself, and never put a child's details in a public reply.

A webinar from one part of your method

Builds a webinar from one part of your method: the slides, the script, the invitation emails and the follow-up for people who came.

Wins clients

Claude DesignSkillSlidesEmail marketing

By hand5 hrs

With Claude1 hr

Claude DesignSkillSlidesEmail marketing

You give itThe topic, your method and your audience.

You get backSlides, a running order, the invitations and a follow-up email with the recording and a next step.

You stillGive the webinar. People book you because of how you come across live.

Knowing your numbers

Clients, capacity and renewals, joined up from the tools you pay for.

4 use cases

Highest value

One page with the whole business on it

Builds a page for you with active clients, sessions this week, packages running out, renewals due, unpaid invoices and clients who have gone quiet.

You own itKeeps clients

ArtifactsConnectorSchedulingPaymentsSpreadsheet

By hand2 hrs

With Claude15 min

ArtifactsConnectorSchedulingPaymentsSpreadsheet

You give itYour bookings, payments and client list.

You get backA page you open each Monday that joins the tools you already pay for, without replacing any of them.

You stillDecide what to do about each number. No single tool you use shows this, because each one only sees its own part.

How many more clients you can take

Works out from your calendar how many sessions you deliver, how much time goes on work around them and how many more clients you could take.

You own itWins clients

ConnectorClaude in ExcelCalendarSpreadsheet

By hand1 hr

With Claude10 min

ConnectorClaude in ExcelCalendarSpreadsheet

You give itYour calendar for the last few months and your rates.

You get backHours delivered, hours around them, open slots by day and time, and what filling them would be worth at your own rates.

You stillDecide whether to grow, raise prices or keep your evenings. The ICF's 2023 study found coaches in Western Europe averaged 12 hours of coaching a week.

Highest value

Clients who are going quiet

Spots clients who have missed sessions, stopped replying, stopped doing homework or not booked again, before they leave.

Keeps clients

Scheduled taskConnectorSchedulingEmail

By hand45 min

With Claude6 min

Scheduled taskConnectorSchedulingEmail

You give itYour bookings, messages and session notes.

You get backA short list of clients who look at risk with the reason for each, and a draft check-in you can send or rewrite.

You stillMake the call. You are the person they signed up to work with.

Testing your prices against your hours

Works out what each of your offers really earns per hour once the work around each session is counted, from your calendar and your income.

You own itWins clients

Claude in ExcelSpreadsheetAccounting

By hand2 hrs

With Claude20 min

Claude in ExcelSpreadsheetAccounting

You give itYour offers, prices, calendar and income for the year.

You get backEarnings per hour for each offer with the time around the session included, and the offers that pay least for the time they take.

You stillSet your prices. The ICF found average coaching fees in Western Europe were far higher than the revenue coaches recovered per hour.

The use case for AI in coaching and private education.

Where the time goes

Writing up what already happened

Answering the same questions

Winning and keeping clients

Moving information between tools

Writing the same documents again and again

Marking and analysis

Answering parents

Running the lessons

Building and tailoring courses

Running the courses

Showing it worked

Winning the work

What a coach does brilliantly, and what sits around it

What a tutor does brilliantly, and what sits around it

What a trainer does brilliantly, and what sits around it

How we run every coaching client between sessions

How it works for us

108 things you could hand over, by function.

Between sessions

An assistant that knows your method and their goals

Answering what did we agree

Sorting the messages that arrive between sessions

Sending the resource you mentioned

Answering parents between lessons

A homework helper for parents

A study assistant for adult learners

Answering delegates after the course

After every session

Writing up the session notes

The recap email after every session

Setting homework from the session

A short quiz built from the session

The lesson report to parents

First marking of homework

Typing up the flipcharts

Certificates for every delegate

The follow-up 30 days after a course

Every client's own dashboard

A dashboard page for every client

Keeping every dashboard up to date

A handbook for each client that learns from every call

A progress page for each family

Where every learner has got to

A programme page for the client who pays

Before every session

The one page before every session

Turning intake forms and a 360 into a profile

Who is in the room

What to cover in the next lesson

Winning clients

The summary after a discovery call

Writing the proposal in the client's own words

Researching a company before a pitch

Replying to parent enquiries fast

Writing up the first assessment

Pulling together a training needs analysis

Answering a tender or framework bid

Following up people who did not book

Starting with a new client

Tailoring the coaching agreement

Preparing the three-way meeting

Writing the goals down

Terms for each family before the first lesson

A plan for the term against the specification

Joining instructions for every delegate

Confirmations, purchase orders and booking changes

Reports to whoever pays

Mid-point and end reviews

The report to the sponsor

Themes across a coaching panel

Termly reports from the lesson reports

Reports for a school or council that pays

Analysing the evaluation forms

The report to the client after a programme

Renewals and rebooking

The renewal conversation, prepared

Asking for a testimonial while it is fresh

Rebooking after mocks and results