Confident Technology Choices with Support from AI
- Elizabeth Bagby
- Feb 24
- 2 min read
Efficiency isn’t just a luxury for consultants—it’s a necessity. We prove our value to clients with each interaction and project delivered. I use AI tools as a jumping-off point; they help me to think through all aspects of a project and lead to more productive discovery sessions with clients and better decisions through clear recommendations.
Take my example of a client with a professional coaching business. To identify the right online platform to support this client’s day-to-day operations, I used the following prompt in ChatGPT: "Generate a list of 5-7 online platforms to manage administrative functions for a business that offers professional coaching services. Critical features include web integration with WordPress for online scheduling with automated reminders, customer relationship management (CRM), invoicing and payments, and analytics reports. Provide the information in a table, with a row for each platform and a column for each feature. Add a column for online reviews and rank the platforms from highest to lowest ratings. Finally, include a hyperlink to each platform’s website."
The response included a detailed table comparing platforms like Simply.Coach, CoachAccountable, and Paperbell, among others. Each platform was ranked by feature availability and user ratings. As I refined the list through direct research on each platform, I identified additional tools like email marketing and social media integration that align with the client’s marketing initiatives. When I narrowed the initial list of platforms and reprompted with additional information from my direct research, ChatGPT provided a summary of the type of coaching business each platform would best support.
The final report listed three platforms with a table of features matched with the client’s key objectives. The simple format for recommendations enabled my client to make an informed decision quickly and confidently.
AI tools didn’t just save time; they led to a more complete understanding of how each platform could support overall business strategies.
Ready to explore how AI could transform your business? Let’s connect!
