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Coaches & Consultants
From lead capture to onboarding to nurturing — automate your backend so you can stay in your zone of genius.
You’re building programs, hosting calls, creating content, managing DMs, and somehow still onboarding clients manually. These automations free you up from repetitive tasks, keep leads warm, and make your client experience feel seamless and pro — even if it’s just you behind the scenes.
Your business runs on connection, but your backend doesn’t have to run on chaos. Automations give you leverage — handling leads, onboarding, and follow-up while you coach, create, and lead your community. The result? More signups, less stress, and a brand that feels 10x more dialed-in.
⚙️ Course progress hits 50% → trigger upsell email or check-in reminder
Proactive nudges = more upgrades
⚙️ Discovery call booked → auto-reminder + prep form
Less ghosting → better qualified leads
⚙️ DM keyword → trigger mini funnel
Turn Instagram comments into booked calls
🤖 New client → send onboarding doc + Slack invite
Save 30+ min per signup → look pro every time
🤖 Cart abandon → 24hr follow-up with bonus
Boost conversions → fewer missed sales
🤖 Post-webinar attendees → segment & tag
Send tailored follow-up → higher close rate
🦾 Send testimonial request after 2 weeks
Build social proof → increase trust
🦾 Inactive leads → reactivation campaign every 45 days
Revive cold lists → warm them up again
🦾 Upsell email after module 4 of your course
Increase LTV → more from the same audience
💡 Your ideas?
If you can think it we can (probably) build it. Let's make it happen! 👇