Development & Leadership Coaching · October 2026
Who works with Zach every day. Seven people, eleven Claude staff, and five ClickUp staff. Each AI employee has one job, drafts rather than sends, and never speaks to a client, a leader, or a team member.
Zach Clark
Founder. Dictates, reads, rules, sends.
The support team around the founder's work
Finance
Paula Clark · Controller
Oversees the cash uses and payroll of DLC and ULC; signs off on what the books say.
The bookkeeper
Keeps the books for DLC and ULC; invoices, payments, and reconciliations.
CPA
Tax returns and filings for both companies.
Operations
Erica Foster · Executive Assistant to the Founder
Runs the calendar, the inbox, the team's rhythms in ClickUp, events, and payroll information. Everything the founder hands off lands with Erica first.
Kelsey Prince · Admin support
Correspondence and details through Erica.
Maddy Haar · Admin support
Admin support for operations.
Laura Brock · Content creation
Content and communications.
AI employees built in Claude. One job each; they work across ClickUp, Drive, Fathom, and the sheets
The founder's office
AI Chief of Staff · The Box
Turns dictation into minutes and ClickUp updates; builds the one-page morning Box and an afternoon Box, with every draft ready for Zach to send.
Map Room Keeper · The Map Room
Keeps the standing picture current: the numbers, clients by coach, renewals ahead, prospects becoming clients, this cycle's 6x6s.
Statistician · S Branch
Recomputes the business numbers from the live sheets: active projects, the book, retention by project-end date, new agreements, cash.
Client work
Coaching Prep Assistant
A two-page brief before a client meeting, from Fathom, Drive, email, and ClickUp, read through the D&L Way.
Renewal Steward
The one-page case for renewing a client whose project ends within twelve weeks.
Due Diligence Lead
Carries a Campaign Due Diligence study from intake to the final report, with a gate for Zach's OK at each of seven phases.
Development Message Coach
Reviews, compares, or rebuilds a client's development message the way Zach coaches it.
Bootcamp Specialist
Keeps every bootcamp ready: one readiness page, the countdown checks, and the drafts Zach ticks.
Bootcamp 2.0 Producer
Builds each Development Leadership Intensive: run of show, deck, packet, competition results, lead coach checklist.
Finance and files
Treasury Department
The books, the filing calendar, and memos for the CPA, for DLC and ULC.
Vault Keeper
Copies every AI employee's instructions and schedule into Drive each night. Copies only; never edits.
AI employees that live inside ClickUp and act on what happens there
LineUp Clerk
Each weekday at 6:45 sets Zach's LineUp to the three to five tasks that most need him.
Registrar
Every night links new and updated tasks to the right agenda hub and to the cycle's 6x6s.
Scorekeeper
Monday mornings sets the trend arrows on the Scorecard 2026 table from the values people enter.
Weekly Review Clerk
Sunday afternoons writes the week's review page: loose ends, waiting for, projects with no next step, next week's shape.
Cycle Officer
Friday mornings, one page on the cycle's 6x6s: working days left, on track or at risk, the next step.
The same rules we would give a new assistant. Set October 7, 2026.
The next step is not naming who gets an AI employee first. It is a task force that tests the ideas, then pulls other team members in to test with it. The direction: as many team members as possible paired with at least one AI employee, starting with the work that repeats.
Erica Foster
Operations
Micah Foster
Dream Support; Development Assistants and BDAs
Zach Clark
Founder
JT Berney
Coach
Maddy Haar
Support