AI for Business Coaches
Most coaches work the people side and guess at the numbers. ADK Intel gives you a live scorecard for every client — so every session is grounded in what actually moved.
The challenges
What advisors keep running into
You're flying blind on the numbers
Clients show up with stale P&Ls or vague memories. Coaching loses its edge.
Scorecards live in spreadsheets that die
Every coach builds a scorecard. Almost no client maintains it past month 3.
Hard to prove ROI to your clients
Without a system of record, the gains you helped drive are invisible at renewal time.
What ADK Intel does
The AI opportunity
Live client scorecards
5–8 KPIs per client, refreshed automatically. Green/yellow/red at a glance.
Quarterly review packets
Pre-built QBR deliverable that shows the story of the quarter in numbers, not slides.
Goal tracking + commitments
Capture commitments from each session and surface them in the next meeting prep.
ROI examples
What firms see
FAQ
Frequently asked
Can ADK Intel prepare my coaching sessions for me?
Yes. AI generates a session brief for every upcoming client meeting — what changed since last time, where they're off track, what to ask, what commitments are open from the previous session.
Can my clients interact with reports themselves?
Yes — branded portal access lets owners view their scorecard, dashboards, and quarterly reports between coaching sessions. Coaching ROI becomes visible at renewal time.
Will it work with my coaching framework (EOS, Scaling Up, custom)?
Yes. Scorecards, rocks, and KPIs are fully configurable per client. ADK Intel works alongside EOS, Scaling Up, OKRs, or your own framework — it doesn't impose one.
How do you handle confidentiality between clients?
Strict per-client data isolation. Coaches see their book; clients only see their own data. SOC 2-aligned controls, encrypted at rest and in transit.
How does pricing work?
Three tiers: Foundation $299/mo, Operator $799/mo, and Command $1,999/mo. Annual billing is 20% off. Enterprise plans available — see /pricing.
Related
Continue exploring
ADK Intel was built by operators who ran fractional CFO and CAS practices — and got tired of Sunday-night prep. The team blends advisory firm partners, finance practitioners, and AI engineers who ship US GAAP/IRS-grounded analysis at scale.
Advisors should spend time on judgment, not data shuffling. AI replaces the analyst layer; senior advisors are the moat.
- Fractional CFO operations
- Client Advisory Services (CAS) productization
- Advisor capacity planning
- AI-grounded financial analysis
- White-label advisory delivery
- Standardized monthly client reviews
See ADK Intel in your firm
A 30-minute demo on your real client roster. See the meeting prep, the monthly report, and the AI advisor — live.
Request a demo