AI-Powered Client Success System - San Diego

From Discovery Call to Deep Insights

In this focused 90-minute virtual live training we'll uncover how to:
✓ Set up an organized client project folder
✓ Use AI to analyze consultation calls for better conversion
✓ Creating client profiles and tracking insights
✓ Mining Zoom transcripts for patterns and breakthrough moments
✓ Generating personalized follow-up content and action items
✓ Building a knowledge base for each client
✓ Creating systems for tracking progress and spotting opportunities

Includes a live demo - setting up a client folder system with templates and prompts.

Transform the way you serve your clients. Stop juggling scattered notes and missing important details. This system helps you become a more effective coach by capturing every insight, tracking patterns, and delivering more personalized support - all while saving hours of admin time. Your clients will feel more seen and supported, and you'll coach with greater confidence and impact.
Replay available for 90 days.
You get to keep all the templates and prompts.

Hi, I'm Gabriel & I'll be your host!

A coach, consultant, and entrepreneur who thrives at the intersection of AI and human creativity. Over the past few years, I built my business from scratch to over $1M in revenue. With a background in corporate sales, deep entrepreneurial experience, and certification in Scaling AI for enterprises, I help successful coaches & consulting firms unlock smarter ways to work—creating more time for what matters most.
My Mission? To empower you and your team with AI tools and workflows to maximize your impact and minimize your efforts.

Host or Publisher Gabriel Omat