Personalized automation audit
Your coaching business can't grow if you're doing everything manually.
Discovery calls, onboarding documents, session reminders, invoice collection — all of it done by hand. Our audit finds the single automation that frees the most hours first.
The problems
- Discovery call scheduling via email back-and-forth
- Client onboarding done manually each time
- Session reminders sent by hand
- Payment collection and invoice tracking
What you automate
- ✓ Automated discovery call booking link with intake form
- ✓ Onboarding sequence triggered on first payment
- ✓ Session reminder + homework prompt automation
- ✓ Recurring invoice and payment reminder system