Leadership · organizational development coach
Diagnostics, workshop materials, proposals, and session notes — solo, but like a team.
- You rebuild materials and handouts for every workshop
- You write proposals and quotes over and over
- Session notes, follow-ups, and multilingual clients are a burden
Recommended AI team
Coaching Content Designer
Workbooks, handouts, slides
Diagnostics/Research Analyst
Surveys, data interpretation, reports
Proposal/Sales Manager
Proposals, quotes, cold email
Session Scribe
Notes, action items (RACI), follow-up tasks
Real work cases
Prepare a workshop for a new client
- In DoDone
- Goal: "3-hour leadership workshop curriculum + slides + handout"
- Output
- Curriculum + PPTX slides + handout (Word)
Interpret a team diagnostic survey
- In DoDone
- Upload Excel → dashboard via Sites, summary/recommendations as a report
- Output
- Diagnostic dashboard (web) + report (Word/PDF)
Send a proposal and quote
- In DoDone
- Proposal document + Quotes work app + cold email to send
- Output
- Proposal + quote + outreach email
Session notes and follow-up
- In DoDone
- Upload recording → speaker-separated notes → action items (RACI) → tasks
- Output
- Meeting notes + action items + follow-up tasks
Meet an overseas client
- In DoDone
- Run it live with Live Translate + answer guides
- Output
- Real-time interpretation + answer guides
Recommended work apps
Slide Studio
Workshop decks after outline approval
Quotes
Automated proposal quotes
Cold Email
New-client outreach
Contracts
Coaching contract/term management
Card News
Newsletter/insight content
Voice (TTS)
Audio summaries and microlearning
All work apps are free while you're subscribed to DoDone.
Feature setup
- Add coaching philosophy, programs, rate card, and cases to company knowledge
- Top-tier model for final deliverables, cheap model for summaries
- Save a "diagnose→analyze→report" workflow
- Connect Gmail/Calendar for sending proposals and scheduling sessions
- Keep session context in a per-client project
Get-started checklist
Day 1 · 30 min today
- Onboard + hire the Coaching Content Designer
- Build one workshop's materials with Slide Studio
- One proposal + quote
Week 1 · first week
- Save the diagnose→analyze→report workflow
- One session recording→notes→action items
- Connect Gmail/Calendar, send one cold email
Estimated monthly cost
$10 subscription + AI usage (billed to your own API key)
AI usage (est.)
$10–30
Monthly total
~$20–40 / month
Relatively low since it's doc/slide-focused.