I run a retainer-based financial coaching practice in Johannesburg, early revenue, a few clients in and still working out what actually repeats. Before I show you anything I want to know what you're trying to automate — lead follow-up, client reporting, the content that isn't converting — because those need different answers. Bring the workflow you're stuck on, not a blank page. Small group, we work through two or three live.
AI Workflows for a One-Person Financial Coaching Practice
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Event
- Purpose
- To help solo service providers pick one AI workflow worth automating and leave with the first step, not a tool list.
- Starts
- Nov 23, 2026, 3:00 PM · UTC
- Ends
- Nov 23, 2026, 4:00 PM · UTC
- Event time zone
- UTC
- Format
- online
- Registration policy
- open
- participantVisibility
- private
- Capacity
- 30
- Waitlist available
- Yes
- Accessibility
- Live captions on; the recording is not kept.
- Recording policy
- none
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