6 Time-Consuming Coaching Business Processes to Automate for Efficiency

Setting up free lead magnets are a great way to capture leads, while an automated email drip will help nurture them into becoming paying clients.

[{"selector":"#anim-65a8e2b5-c830-4cab-a321-63fd8446ddc5","keyframes":{"opacity":[0,1]},"delay":1000,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-38f2528a-6090-405c-bc44-480aed0bb6e0","keyframes":{"transform":["translate3d(-114.57681%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":1000,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-d16bf6c3-9df9-4878-8fce-344ca6023fa5","keyframes":{"opacity":[0,1]},"delay":0,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-6af06f5a-8213-4bf7-9c3c-354838cd16e9","keyframes":{"transform":["translate3d(-122.9682%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}]

By automating social media posting, you can create your content in advance and schedule the posting, and also receive automatically generated periodic performance reports.

[{"selector":"#anim-eda0ca35-a56d-444f-b6cc-b4b179108307","keyframes":{"opacity":[0,1]},"delay":1000,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-43089718-66ee-4cc5-b7b7-4625d3a235cc","keyframes":{"transform":["translate3d(-117.9868%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":1000,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-53d59283-daa5-4761-9dc9-23eaea350e06","keyframes":{"opacity":[0,1]},"delay":0,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-91ec1364-4cc9-4d25-8026-c5e1feb72c91","keyframes":{"transform":["translate3d(-119.83051%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}]

Preparing contracts, mailing them to the client and filing them takes time and effort, and the same goes for invoices and payment collection. All of this can be automated.

[{"selector":"#anim-b8c1baad-8038-4d7b-9c2c-1512e1cadd77","keyframes":{"opacity":[0,1]},"delay":3000,"duration":2000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-648ac89a-7a0c-48fc-a21b-6085a396c7da","keyframes":{"transform":["translate3d(-116.45161%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":3000,"duration":2000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-9b918227-84d6-4ca3-9e9c-bab8a89fed58","keyframes":{"opacity":[0,1]},"delay":0,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-860026d3-495a-491b-979d-f07bb24c78cf","keyframes":{"transform":["translate3d(-114.77988%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}]

Automated onboarding helps get the client excited about the coaching journey, set expectations appropriately, and prepare both the coach and the client for the journey.

[{"selector":"#anim-0cb504bd-da23-45e6-882b-74b713eae87f","keyframes":{"opacity":[0,1]},"delay":1000,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-1cdce411-1a03-4834-811d-f1d540ab8dda","keyframes":{"transform":["translate3d(-117.10098%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":1000,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-09cefbeb-a2b9-40f1-919d-7c18279ed455","keyframes":{"opacity":[0,1]},"delay":0,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-e1877f61-4f4d-4186-a471-acbbbbad7bb5","keyframes":{"transform":["translate3d(-120.54795%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}]

An automation software can automatically track goals, send reminder nudges and session invites, send digital coaching tools and collect & collate responses, and so much more!

[{"selector":"#anim-29d8b716-1689-4d36-a8db-27f38ab66a99","keyframes":{"opacity":[0,1]},"delay":1000,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-9e63323c-e400-419e-8a3d-ec0e5b70c485","keyframes":{"transform":["translate3d(-120.06803%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":1000,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-b13ba493-0582-4d8e-b52f-5cf87d75bbfe","keyframes":{"opacity":[0,1]},"delay":0,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-9f4f7752-d173-4ff6-b821-ba1f67cd9ea1","keyframes":{"transform":["translate3d(-120.54795%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}]

As you scale, automation-enabled platforms can help manage a larger volume of incoming prospects and set up packages and subscriptions, without having to trade time for money.

[{"selector":"#anim-c3aa7ae2-ec94-453f-8ca4-4bd61f6a9783","keyframes":{"opacity":[0,1]},"delay":1000,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-0b12ad37-d4b7-474d-9542-a664ca3bac00","keyframes":{"transform":["translate3d(-120.06803%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":1000,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-99f5bab6-8420-4ce5-9b16-8e7bc1f1113d","keyframes":{"opacity":[0,1]},"delay":0,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-999eb127-aabd-445a-9e16-9654e8875bb0","keyframes":{"transform":["translate3d(-120.54795%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":3000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}]