Use Cases & Case Studies

Turn Your Framework Into an AI Assistant

Javi V
COO

You’ve spent years refining your framework.

It’s the core of how you coach…
the center of your keynote…
the big promise behind your offer.

But when the session ends or the course is over…
What happens?

Most clients walk away with a notebook full of notes, unsure what to do next.

That’s the gap.

Now imagine this instead:

“I created a custom AI assistant for my clients — it walks them through my entire framework, step by step, anytime they need it.”

🎯 What We’re Actually Talking About:

You’re taking your signature framework and turning it into a private, branded AI CoPilot — one your clients can access 24/7.

  • It mirrors your process
  • It speaks in your voice
  • It guides them through the tough parts
  • It reduces your time answering the same questions
  • It makes your coaching feel scalable (even when you’re offline)

👔 Scenario: Let’s Talk About Chris, a Business Coach

Chris helps early-stage solopreneurs go from idea → validated offer → booked clients using his 5P Framework:

  1. Positioning
  2. Pricing
  3. Packaging
  4. Pitching
  5. Process Delivery

He teaches it inside a group program — but clients get stuck between sessions:

“What do I say on my offer call?”
“Does this landing page explain my pricing right?”
“Is this niche too broad?”

So Chris builds a CoPilot in FormWise called:

🚀 “The 5P Business Builder Assistant”

Now when a client asks a question, Chris says:

“Use the Assistant — it’ll walk you through Positioning and give you prompts based on your market.”

It becomes:

  • A support tool
  • A value amplifier
  • A pre-session prep filter
  • A post-program retention driver

And now?
Chris is sleeping while his clients are getting clarity.

🧱 What You’ll Need

Think of your framework as steps in a decision tree.

You don’t need complex AI — you just need:

  1. Your steps or pillars (even 3 is enough)
  2. What clients usually get stuck on at each stage
  3. Your “go-to” prompts, questions, or reframes
  4. A few examples or success patterns

Use this to create a guided AI CoPilot using FormWise.
Each response feels like you, but better — because it’s instant, structured, and repeatable.

🛠 How to Build It (Without Building From Scratch)

✅ Import our CoachOS funnel GHL template
✅ Embed your Login Mode toolset on the dashboard
✅ Create a CoPilot titled “[Framework Name] Assistant”
✅ Add 5–10 key prompts or flows using your method
✅ Use our Monetization Playbook to productize it (paid or lead gen)

You can keep it private (for clients only)
Or public (as a freemium gateway into your world)

If you need help mapping your voice and framework into a prompt, join office hours and we can help!

🧠 Why This Works

  • Clients don’t want more information
    They want help applying what you’ve already taught.
  • You don’t need more content.
    You need tools that help your content become results.
  • People don’t remember frameworks.
    But they remember how your tools made them feel capable.

💡 What You Just Did

You went from:

“Here’s my method”

To:

“Here’s your personal AI assistant trained on my method.”

That’s the future of coaching.
That’s scalable delivery.
And that’s how you productize you.

🔗 Build Yours Now

🧠 Get the CoachOS Template
🛠 [Use the FormWise Builder to Create Your CoPilot]
📘 Use the Monetization Playbook for Launch Ideas

🧶 Final Thought:

You already built the method.
Now build the machine that delivers it.

One client at a time.
Or one hundred — all while you sleep.

Let’s go.

Javi V

Not a FormWise user yet?

Turn Your Framework Into an AI Assistant
Javi V
May 2, 2025

You’ve spent years refining your framework.

It’s the core of how you coach…
the center of your keynote…
the big promise behind your offer.

But when the session ends or the course is over…
What happens?

Most clients walk away with a notebook full of notes, unsure what to do next.

That’s the gap.

Now imagine this instead:

“I created a custom AI assistant for my clients — it walks them through my entire framework, step by step, anytime they need it.”

🎯 What We’re Actually Talking About:

You’re taking your signature framework and turning it into a private, branded AI CoPilot — one your clients can access 24/7.

  • It mirrors your process
  • It speaks in your voice
  • It guides them through the tough parts
  • It reduces your time answering the same questions
  • It makes your coaching feel scalable (even when you’re offline)

👔 Scenario: Let’s Talk About Chris, a Business Coach

Chris helps early-stage solopreneurs go from idea → validated offer → booked clients using his 5P Framework:

  1. Positioning
  2. Pricing
  3. Packaging
  4. Pitching
  5. Process Delivery

He teaches it inside a group program — but clients get stuck between sessions:

“What do I say on my offer call?”
“Does this landing page explain my pricing right?”
“Is this niche too broad?”

So Chris builds a CoPilot in FormWise called:

🚀 “The 5P Business Builder Assistant”

Now when a client asks a question, Chris says:

“Use the Assistant — it’ll walk you through Positioning and give you prompts based on your market.”

It becomes:

  • A support tool
  • A value amplifier
  • A pre-session prep filter
  • A post-program retention driver

And now?
Chris is sleeping while his clients are getting clarity.

🧱 What You’ll Need

Think of your framework as steps in a decision tree.

You don’t need complex AI — you just need:

  1. Your steps or pillars (even 3 is enough)
  2. What clients usually get stuck on at each stage
  3. Your “go-to” prompts, questions, or reframes
  4. A few examples or success patterns

Use this to create a guided AI CoPilot using FormWise.
Each response feels like you, but better — because it’s instant, structured, and repeatable.

🛠 How to Build It (Without Building From Scratch)

✅ Import our CoachOS funnel GHL template
✅ Embed your Login Mode toolset on the dashboard
✅ Create a CoPilot titled “[Framework Name] Assistant”
✅ Add 5–10 key prompts or flows using your method
✅ Use our Monetization Playbook to productize it (paid or lead gen)

You can keep it private (for clients only)
Or public (as a freemium gateway into your world)

If you need help mapping your voice and framework into a prompt, join office hours and we can help!

🧠 Why This Works

  • Clients don’t want more information
    They want help applying what you’ve already taught.
  • You don’t need more content.
    You need tools that help your content become results.
  • People don’t remember frameworks.
    But they remember how your tools made them feel capable.

💡 What You Just Did

You went from:

“Here’s my method”

To:

“Here’s your personal AI assistant trained on my method.”

That’s the future of coaching.
That’s scalable delivery.
And that’s how you productize you.

🔗 Build Yours Now

🧠 Get the CoachOS Template
🛠 [Use the FormWise Builder to Create Your CoPilot]
📘 Use the Monetization Playbook for Launch Ideas

🧶 Final Thought:

You already built the method.
Now build the machine that delivers it.

One client at a time.
Or one hundred — all while you sleep.

Let’s go.

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