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Finding the Perfect Match: How Clients Use the AI Coach Finding Assistant

Written by Anji

Overview

Finding the right coach shouldn't feel like endless guesswork. Delenta’s built-in AI Coach Finding Assistant acts as an on-demand matching concierge for your clients or corporate coachees. By interpreting natural language requests, the AI instantly pairs a client's career goals, industry focus, and scheduling preferences with the ideal coach in your network—saving administrative time and accelerating the onboarding journey.

Who this is for

  • Multi-Coach Organizations & Teams looking to automate the coach-matching process for incoming clients or corporate partnerships.

  • Note to Author: If independent/solo coaches also have a version of this feature for mapping prospects to varied package specialties, please let us know so we can adjust the audience scope!

Before you begin

To ensure the AI makes highly accurate recommendations, make sure your team's coaches have fully filled out their Areas of Expertise, Bio, Location, language preferences and Qualifications in their respective coach profiles.

Step-by-Step Instructions

Step 1: Access the Assistant

  1. Log into the client portal dashboard.

  2. Click the Messages icon or tab in the navigation menu.

  3. Select the Coach Finding Assistant thread from the sidebar chat menu.

Step 2: Submit a Coaching Request

  1. In the chat box at the bottom, type out a detailed description of what you are looking for.

💡 Example Request: "Find me an executive coach based in London who specializes in communication and stakeholder management. My goal is to get promoted to VP. Please prioritize coaches with weekend availability."

  1. Click Send.

Step 3: Review Tailored Matches

  1. Within seconds, the AI will analyze the organization’s coach database and return the top matching profiles.

  2. The response will explicitly break down why these coaches were selected based on the user's specific goals.

Step 4: Explore and Book Directly

At the bottom of the AI’s response, clients can use the interactive quick-action buttons to take the next step without navigating away:

  • View Profile: Opens the coach's dedicated landing page in a new window to read their full qualifications, background, and reviews.

  • View Booking Calendar: Launches a convenient in-app pop-up showcasing the coach’s upcoming available slots.

  • Connect / Message: Directly opens a line of communication with that coach or requests a discovery call.

Helpful Tips

  • The More Specific, The Better: Encourage your clients to mention formatting details like location, timezone constraints, and language preferences alongside their core professional goals for laser-accurate matching.

  • Dynamic Data Tracking: The AI automatically scans updated calendar availabilities and newly added coaching packages, ensuring recommendations remain current.

Summary / Next Step

Now that you see how easily clients can self-select their ideal coach, double-check that your organization's rosters are completely up-to-date! Head over to your Team Portal, verify your coaches' profiles are filled with strong keywords, and unlock a truly hands-off matching workflow.

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