Identity Blueprint Case Study | AI-Powered Coaching Platform

Client

Identity Blueprint

Industry

Education

Services

Platform Modernization · Drupal Development · Data Migration · UX/UI Design

Tools

Drupal 10 · PHP · Apache Solr · HTML5 · CSS3 · jQuery

THE CHALLENGE

Manual Coaching Was Difficult to Scale

Ben Lamorte’s Blueprint methodology traditionally relied on a coaching-led process involving user responses, interpretation, follow-up questions, and personalized report preparation. Turning that methodology into a digital product required the experience to remain personalized while following a consistent structure.

The platform also needed to support dynamic AI questioning, automated report generation, multilingual outputs, and the progression from Draft Reports to more detailed Refined Reports, while creating a workflow that could scale beyond one-to-one coaching.

OUR APPROACH

From Coaching Expertise to AI-Powered Personalisation

We built an AI-driven workflow around Ben’s existing Blueprint methodology, capturing user responses and using AI to generate relevant follow-up questions based on what each person shared.

The experience was structured around controlled prompts and structured data, allowing the methodology and report-generation instructions to evolve without requiring the entire application workflow to be rebuilt.

1

Dynamic AI questioning

2

Structured response capture

3

Controlled prompt architecture

4

Personalised report generation

5

Scalable coaching workflows

A Digital Blueprint Built Around Personalised Coaching

AI-powered dynamic questioning
Automated Draft Report generation
Automated Refined Report generation
Structured report-generation prompts
Automated PDF report generation
Automated report delivery via email
Coach and Partner workflows
Multilingual Blueprint experiences

THE TECHNOLOGY

AI and Automation Working Around a Controlled Methodology

The platform combines AI, structured data management, workflow automation, and user-input tools to turn the Blueprint methodology into a repeatable digital process. Its controlled prompt architecture allows the methodology to evolve while keeping the underlying automation workflow stable.

Airtable + MySQL Data storage and management
Make.com Workflow automation and orchestration
Typeform Structured user input

METHODOLOGY

What Our Process Looked Like

1

Map

Translated the existing Blueprint methodology into a repeatable digital workflow.

2

Structure

Organised user responses and report data around controlled prompts.

3

Automate

Connected AI questioning, report generation, PDF creation, and delivery.

4

Scale

Extended the workflow for Partners, Coaches, multilingual experiences, and future Refined Reports.

MEASURABLE IMPACT

A Scalable Foundation for Personalised Coaching

The Identity Blueprint platform turns a traditionally manual coaching methodology into an automated digital workflow, making personalised Blueprint experiences easier to generate, manage, and deliver.

Automated

Personalised reports can now be generated through an automated workflow.

Dynamic

Questions adapt based on the responses provided by each user.

Scalable

The methodology can support individual users as well as Coaches and Partners.

Expandable

The architecture supports College, Mid-Career, multilingual, and future Refined Report workflows.

I used to spend my mornings scrolling through leads trying to figure out who needed a follow up. Now I just ask the agent, and it tells me with the follow up already drafted.”

Daniel Reyes

Sales Manager, Northfield Traders

← Previous Case Study

My SkyGuru

Next Case Study →

MindWaves

Is Your Expert Methodology Ready to Scale?

Turn a proven process into a digital experience that combines AI, automation, and structured workflows without losing the methodology behind it.

Start a Conversation