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130 mentoring sessions a month, prepared and followed up
A financial mentor with about 130 sessions a month that were prepared “if there was time”, repeated answers over WhatsApp, commissions shared with collaborators and not tracked, and some 1,000 historical contacts scattered around. We designed an assistant that does only what needs no judgement and leaves in “Today” what does. It never moves money or recommends anything without his review.
Team1 mentor + collaboratorsCitySpainDuration4 milestonesStatusDesign case · proposal
Estimate based on figures declared by the client. Not a measured result.
≈ 62 h/monthof admin today
≈ 42 h/monthfreed
≈ 1,000 contactshistorical contacts turned into an own, up-to-date base
≈ €2,800/monthof potential income in month 12 (hypothesis, before splits and taxes)
Before / after, projected
Preparing a session“If there is time”Prepared with the notes from the previous meeting
Repeated questions (accounts, products, links)Typed out every timeAnswer with approved content
Pending documentsFrom memoryAutomatic follow-up until they arrive
Commissions and splitsNot trackedCalculated and validated before communicating
Historical contacts~1,000, scatteredOwn base, updated with permission
A student who finishes the programmeNo next stepContinuity proposed
System agents
01InboxWhatsApp and email in one thread; approved answers go out automatically and the rest as drafts.
02Session preparerSummarises notes and agreements before each session.
03Follow-upPending documents and agreements, including those the mentor must send.
04Client baseOwn form to update contacts, with permission first.
05Collections and splitsCollected, pending and what is owed to each collaborator.
Starting point
- ~130 mentoring sessions a month.
- Repeated answers about accounts, products and referral links.
- Commissions shared with collaborators, not tracked.
- ~1,000 historical contacts, scattered.
Estimated impact
Admin: ≈ 62 h/month estimated today → ≈ 42 h/month freed (base scenario).
Income: ≈ €2,800/month in month 12 (base scenario), from recovered sessions, private continuity and tracked commissions; before splits and taxes.
Hypothesis based on figures declared by the client, still to be validated. Not a measured result.
How the human decides
It never executes investments, moves money or publishes strategy changes without approval. Personal recommendations and commission settlements are always reviewed by the mentor.
Client published anonymously.
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