For coaches & consultants

Your gift is the session — not the admin around it.

Scheduling, intake forms, writing up notes, chasing follow-ups: the hours between clients fill with work that has nothing to do with coaching. Boon automates that layer so your time — and your energy — goes where it actually matters.

A consultant in conversation with clients, free to focus on the discussion instead of paperwork
Where the week leaks

The admin that fills the space between clients.

None of it coaches anyone. All of it takes time you’d rather spend on them.

1
Back-and-forth scheduling and rescheduling.
2
Re-entering intake forms into your notes and CRM.
3
Writing up session recaps and action steps by hand.
4
Follow-up and check-in emails you mean to send but don’t.
5
Turning one talk or session into posts, emails, and content.
6
Invoicing, reminders, and tracking who’s paid.
Free — steal this

Turn rough session notes into a polished client recap.

A prompt you can use today, for free. Paste it into ChatGPT, Claude, or Gemini, drop in your notes, and get a warm, clear recap with action steps your client can actually follow.

Coaching session-recap prompt 
You are an experienced coach writing a follow-up recap to a client after a session. I'll paste my rough notes. Turn them into a warm, clear recap the client will actually read and act on.

Session notes: [PASTE YOUR NOTES HERE]

Write:
1. A short, encouraging opening (2–3 sentences) that reflects back what matters.
2. "What we covered" — the key points, in plain language.
3. "Your next steps" — 3 to 5 specific, doable actions before our next session.
4. One reflection question to sit with.
5. A brief, genuine closing.

Keep it personal and human — like it came from me, not a template. No corporate jargon.

Why we give this away: it’s the manual version — you still paste each client’s notes in by hand. The Boon build does it straight from your session notes: every client gets their recap, action steps, and follow-up drafted and queued automatically — and you own the system, instead of renting another tool.

Questions, answered

What coaches ask first.

What can Boon automate for a coaching or consulting business?
The admin that surrounds your sessions: scheduling and intake, turning session notes into client recaps, follow-up emails, repurposing your content, and invoicing. If it’s a task you repeat between clients, it can usually be automated.
Will automating admin make my coaching feel impersonal?
The opposite. Boon removes the paperwork between sessions so you’re more present in them — the human part stays human, and the busywork goes away.
Do I own what Boon builds for my practice?
Yes. You own what we build — no forever-subscription, nothing to rent from us. We set you up to run and own the system.
Let’s talk

Want your week back for the work only you can do?

Tell us where your time disappears. We’ll find the first thing worth automating — together.

See if we’re a fit