The Analyst
Analyst — Omer, business coach
Omer, a business coach. 18 active clients, one 1.5-hour session per month with each. That's 27 hours of meetings a month — plus dozens more on prep, follow-up, and between-session messages.
The day before
Before every session, Omer needs 30-45 minutes of prep. Where did we leave off? What KPIs did she set? What did he say about the new manager? How's the big deal he mentioned going?
He logs everything in Notion — but searching backward is slow. Worse: between sessions, clients message him on WhatsApp. He reads, nods, forgets. Next session he discovers a client wrote two weeks ago about a crisis — and he missed it.
I coach 18 people, but I feel like I don't actually know what's going on with any of them in real time.
What we built
A personal company-analyst that sits on Omer's email, WhatsApp, and Notion.
- Captures every interaction with every client — WhatsApp, email, recorded Zoom sessions
- Logs it into Notion automatically not just "what was said," but themes, pain points, KPIs, suggested actions
- Tracks progress if a client said "this week I'm closing five new accounts" and it didn't come up next session — the agent surfaces it
- Preps you before every session 30 minutes ahead: a summary of the last three months, open threads, progress against goals
- Flags patterns a client talking more about bad sleep and less about the business? Something's going on
The day after
Omer now walks into a session with five minutes of prep instead of forty-five. He knows exactly where each client stands.
More importantly: he's starting to see patterns he didn't see before.
Three of my clients are complaining about the same thing — getting stuck at the middle-management layer. Maybe this is relevant to my whole CEO cohort?
His coaching shifts from reactive to strategic. He's not just helping a client with today's problem — he's seeing the bigger arc.
The numbers
40 min: saved on prep per session — 18 hours a month
0: times he was blindsided by something a client had told him and he'd forgotten
65% → 87%: renewal rate on coaching packages
The point
Omer didn't turn into a virtual assistant. He turned into a strategic coach. The AI isn't doing the work — it's giving Omer the context to do better work.