Coach / Course Companion
Scale your guidance, personalize support, and extend the value of your courses or coaching practice.
Outcome at a Glance
Who it’s for: Coaches, educators, speakers, and program owners. What you’ll achieve: Always-on, personalized support for learners and clients — increasing completion, retention, and revenue. Time to first win: 45–60 minutes.
Your Delphi becomes your scalable coaching assistant — supporting, tracking, and growing your learners while you focus on transformation, not inboxes.
Why it Matters
Scalable coaching access: Delphi answers learner questions 24/7, keeping progress continuous even while you’re offline.
Higher course completion: Instant clarification prevents confusion, dropout, and frustration.
Community engagement: Adds round-the-clock value to memberships, lowering churn.
Revenue expansion: Monetize premium access through paywalls, subscriptions, or stand-alone digital coaching products.
Personal creative tool: Use your Delphi and Voice Playground to draft, practice, and refine your own frameworks and delivery.
Every learner gets personalized attention. Every coach gets time back. Everyone wins.
What You’ll Set Up
Profile — A learner-friendly Initial Message and 5–7 Suggested Questions about lessons, growth, and application.
Mind — Upload core curriculum, FAQs, worksheets, reflection prompts, and recorded sessions (Context + Publish Date).
Access Groups —
Public / top-of-funnel Delphi for free preview.
Members-only Access Groups for enrolled students or premium tiers.
Integrations — Website embed, social bio links, and optional CRM or learning platform integrations.
Actions & Alerts —
Alerts: detect learning blockers, intent to upgrade, or post-lesson reflection cues.
Actions: send check-ins, recaps, or upsell follow-ups automatically.
Products — Coaching packs, playbooks, or advanced frameworks, shown conservatively (once per conversation).
Broadcasts (optional) — Nurture and reminder messages for learners or alumni.
Build → Launch → Operate
Build (30–45 min)
Upload Core Curriculum
Include lesson guides, worksheets, and FAQs.
Label each document with Context (“Module 1: Foundations,” “Coaching Prep”) and a Publish Date for traceability.
Profile Setup
Initial Message: “Welcome! Ask me anything about your progress, goals, or next step — I can guide you through the program at your own pace.”
Suggested Questions:
“How should I prepare for the next session?”
“What’s the first step if I feel stuck?”
“Can you summarize [Module X] in a few bullet points?”
“What tools do I need for [exercise]?”
“How do I apply this to my own business/life?”
Access Groups
Free Delphi for top-of-funnel engagement.
Premium Delphi for members, gated by subscription or course enrollment.
Alerts (Coaching Awareness & Upsell Signals)
“If user says they’re confused, lost, or behind → tag as Needs Support and send encouragement.”
“If user mentions success, results, or completion → tag as Graduate and invite testimonial or next-level program.”
“If user asks about advanced topics, coaching, or 1:1 → tag as Upsell Lead and share upgrade path.”
“If user hasn’t interacted in 7 days → trigger check-in message (via Action).”
Actions (Engagement & Care)
A. Alert Triggered (Needs Support): Send Message (User): “It’s okay to feel stuck — want me to walk you through a 3-step reset plan?”
B. Alert Triggered (Upsell Lead): Send Message (User): “Sounds like you’re ready for the next level — would you like details on the advanced program?”
C. Inactivity (7 days): Send Message (User): “Haven’t seen you in a bit — want a quick recap of where you left off?”
D. Conversation Ended: Send Message (User): “Here’s a short recap and a 2-minute reflection you can try before next time.”
Launch (10–15 min)
Website Embed / Link in Bios
Add Delphi to your “Contact,” “Courses,” or “Coaching” page.
Add link in social bios (LinkedIn, Instagram, X).
Access Group Gating
Create a premium group for course members only.
Gate it via paywall, Kajabi, or Delphi monetization.
Broadcast Announcement
Email or SMS your list: “Now you can ask me questions 24/7 — meet your personal course assistant here: [Delphi link].”
Test Alerts
Ask “I’m stuck,” “I’m finished,” and “Can I work with you 1:1?” to confirm Needs Support, Graduate, and Upsell Lead tags.
Launch once — and your Delphi starts coaching while you rest.
Operate (Weekly, 20–30 min)
Review Conversations: Identify where learners get stuck and refine those explanations.
Refine Alerts: Adjust phrasing for common learner emotions (“overwhelmed,” “confused,” “ready for more”).
Check Tags:
Needs Support → personalized follow-up or add supportive content.
Upsell Lead → offer advanced course or group coaching.
Graduate → request testimonials or referrals.
Broadcasts:
Send weekly “Lesson Highlights” or “Motivation Monday” to active learners.
Revise Mind: Upload updated worksheets, new lessons, or bonus resources.
Recipes (Copy → Tailor)
Alert Examples
Support Trigger
“If user says they’re stuck, lost, or overwhelmed, tag as Needs Support and send message: ‘No worries — let’s break this down into a quick 3-step action.’”
Upsell Trigger
“If user asks about next steps, advanced training, or 1:1 coaching, tag as Upsell Lead and send message: ‘You might love my advanced program — want a 2-minute overview?’”
Graduate Trigger
“If user mentions finishing the program or achieving a goal, tag as Graduate and send message: ‘Congratulations! Would you like a certificate or next-level challenge?’”
Action Examples
Inactivity Check-In Trigger: Inactivity 7d Action: Send Message (User): “Haven’t heard from you — want to revisit your last session together? I can outline a 10-minute refresh plan.”
Post-Session Recap Trigger: Conversation Ended Action: Send Message (User): “Here’s a short reflection to solidify today’s lesson. Try writing 3 takeaways or one action you’ll take this week.”
Upsell Follow-Up Trigger: Alert Triggered (Upsell Lead) Action: Send Message (User): “Since you’re interested in next steps, here’s my advanced offering: [link]. Want to see if it’s a fit?”
Metrics to Watch
Engagement Rate: % of enrolled learners who interact weekly.
Completion Rate: % of users tagged as Graduate.
Upsell Conversion: % of Upsell Lead users who purchase or book.
Response Time: Time to first helpful answer (should be instant).
Content Accuracy: Unanswered → revised trend over time.
Troubleshooting
Learners not engaging: Add stronger “Ask me about…” questions; post reminder Broadcasts.
Too many “Needs Support” tags: Clarify lesson steps; upload missing guides.
Few upsells: Add Suggested Question: “How can I go deeper after this course?”
Alerts not firing: Adjust phrases to match natural learner tone (“struggling,” “ready for next,” “can we work together”).
Pre-Flight Checklist
Core curriculum, FAQs, and worksheets uploaded with Context + Publish Dates.
Initial Message and Suggested Questions finalized.
Access Groups created for free and paid tiers.
Alerts configured: Needs Support, Upsell Lead, Graduate, Inactivity.
Actions tested for check-ins, recaps, and follow-ups.
Website embed or social links active.
Broadcast announcement drafted.
Weekly Review & Revise scheduled.
In Practice
Your Delphi becomes your program’s most reliable co-coach — helping learners when you can’t, celebrating their wins, and surfacing who’s ready for more. Alerts recognize learner emotions and milestones; Actions deliver the perfect next step.
“If someone says they’re lost, tag as Needs Support and send a reset plan.” “If they say they finished, tag as Graduate and offer next steps.” “If they ask for more, tag as Upsell Lead and share upgrade details.”
That’s Delphi — your silent teaching partner, scaling your coaching impact with empathy, precision, and ease.
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