Playbook · Coaching
Booking brief for coaches
When someone books, send the owner a four-line brief: who they are, what they want, what they said, and one question worth asking.
Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.
Every step, in order
Branches show each arm; a step indented under one runs only on that arm. The words are the template’s own, and the client’s fields fill them in.
Why this workflow
The booking form asks good questions and nobody reads the answers: they sit in the scheduler’s event details until the call starts. A short brief in the owner’s inbox at booking time turns those answers into preparation.
- Starts whenSomeone books a meeting
Calendly - AgentWrite the brief
- NotifyTell the owner
What each client fills in
- Business name
- How messages sign off.
- AI model
- The model the client’s key can use.
- Owner’s email
- Gets the summaries and the cases a person must handle.
The accounts it needs
Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.
In the client’s Calendly: Integrations & apps → API and webhooks → Personal access tokens → Generate new token, with the scopes scheduling_links:write (booking links) and, for the triggers, users:read, webhooks:read and webhooks:write. A token made before Calendly introduced scopes keeps full access.
platform.claude.com → Settings → API keys → Create key, in the workspace that bills this client.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Connect the client’s Calendly, for “Someone books a meeting”
- Connect the client’s Anthropic, for “Write the brief”
- Connect the client’s Resend (email), for “Tell the owner”
- Fill in AI model (The model the client’s key can use)
- Fill in Business name (How messages sign off)
- Fill in Owner’s email (Gets the summaries and the cases a person must handle)
- Confirm with the client: The client’s Calendly is on a paid plan (Standard, Teams or Enterprise): Calendly sends webhook events only on those.
Related templates
- PackCoachingExecutive coach packAn executive coach is usually paid by the client’s employer, which may expect reports, so there are three parties to the agreement.Calendly
3 workflows · 8 steps · 6 apps - PackCoachingSmall-business coach packA small-business coach is paid by the owner personally to work on the business itself.Calendly
3 workflows · 8 steps · 7 apps - PlaybookB2B software (SaaS)Booking brief for B2B software companiesThe same playbook, written for B2B software (SaaS).Calendly2 steps · 3 apps
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