50 Automations for Coaches & Consultants
We’ve worked with countless small business owners to streamline their daily tasks. Below are the top five automations we implement, plus a full list of 50 options to handle everything from scheduling to payments
“Creator Project gave me a 24/7 discovery‑call bot, auto onboarding, and recurring billing. Prospects book themselves, sessions run on time, and I claw back six hours every week.”
– Jenna P., Executive Performance Coach
5 High‑Impact Automations — All Done‑for‑You
1.24/7 ChatGPT Discovery‑Call Bot
Answers program questions, overcomes objections, and books a call—even while you’re coaching.
2.Self‑Serve Calendar + Smart Reminders
Clients pick a slot; confirmations plus 24‑h and 2‑h reminders slash no‑shows and late arrivals.
3.Digital Intake & Goal‑Setting Forms
New clients complete intake, DISC/Enneagram tests, and goal sheets that sync straight to your CRM—no PDFs.
4.Session Notes & Homework Delivery
After each session, a branded recap and action items email automatically pushes to the client portal.
5.Subscription Billing & Failed‑Payment Rescue
Auto‑charges monthly retainers; a gentle three‑step sequence rescues card declines—healthy cash flow without chasing.
Ready to coach more and admin less?
50 Automations that are working for other businesses like yours
(of course your automations will be tailored to you)
Monthly Time Saved
≈ 179 hours freed up every monthWhat an Employee Would Cost You
£2,048 /month at UK minimum wage*| Automation Name | What It Does | Time Saved/Week | Why It Matters |
|---|---|---|---|
| AI Chat & SMS Agent | Handles prospect questions 24/7, outlines coaching programs, shares pricing, books discovery calls, and logs leads. | ≈5 hrs | Prospects get immediate answers and can schedule themselves, so you stay focused on delivering high-value sessions—not chasing DMs and emails. |
| Online Lead Capture | Adds every site lead to CRM instantly. | ≈1 hr | No prospect slips through the cracks. |
| Lead Magnet Delivery | Sends PDF/video freebie automatically. | ≈0.5 hr | Collects emails while you sleep. |
| Instant Auto‑Reply | Sends "thanks—book a call" in 60 sec. | ≈0.5 hr | You look responsive; lead stays warm. |
| Self‑Booking Discovery Call | Prospects pick Zoom slot 24/7. | ≈1 hr | Diary fills without back‑and‑forth. |
| Call Reminder SMS | Texts 24 h & 2 h before session. | ≈0.5 hr | Fewer no‑shows, steadier income. |
| Missed‑Call Text‑Back | Texts callers while you’re coaching. | ≈0.5 hr | Saves hot leads instead of losing them. |
| After‑Hours Auto‑Reply | Replies at night with next steps. | ≈0.5 hr | Prospects feel cared for 24/7. |
| Welcome Email Series | 3‑part intro & success stories. | ≈0.5 hr | Builds trust before first call. |
| Webinar Registration Page | Captures sign‑ups & adds to list. | ≈0.5 hr | Grow audience on autopilot. |
| Webinar Reminder Sequence | Sends 1‑day, 1‑h, live now alerts. | ≈0.5 hr | Higher show‑up rate = more sales. |
| Webinar Replay Send | Emails replay link post‑event. | ≈0.5 hr | Converts people who missed live. |
| Proposal Template Builder | Creates priced proposal in clicks. | ≈1 hr | Send quotes faster than competitors. |
| Proposal Follow‑Up Nudge | Pings leads 3 days after quote. | ≈0.5 hr | Turns “thinking” into “yes”. |
| Contract E‑Sign | Sends agreement & captures signature. | ≈0.5 hr | Start work without printing. |
| Deposit Pay Link | Sends Stripe link for upfront fee. | ≈0.5 hr | Secures commitment instantly. |
| Recurring Invoice Auto‑Billing | Sends/charges monthly retainers. | ≈1 hr | Predictable income; no manual invoicing. |
| Invoice Reminder Sequence | Nudges before & after due date. | ≈0.5 hr | Cash in on time without chasing. |
| Overdue Payment Chase | Escalating reminders until paid. | ≈0.5 hr | Less time spent collecting debt. |
| Client Onboarding Packet | Sends intake form & session guide. | ≈1 hr | First call runs smoother. |
| Goal‑Setting Form | Clients list goals online pre‑call. | ≈0.5 hr | Jump straight into strategy. |
| Progress Survey | Monthly self‑assessment link. | ≈0.5 hr | Shows wins; boosts retention. |
| Session Recap Email | Sends notes & action items automatically. | ≈0.5 hr | Clients stay accountable; you look pro. |
| Homework Reminder | Mid‑week nudge to complete tasks. | ≈0.5 hr | Clients get results faster. |
| Lapsed Client Win‑Back | “Ready to restart?” email after 3 m. | ≈0.5 hr | Reactivates past clients cheaply. |
| Referral Ask | Offers session credit for referral. | ≈0.5 hr | Free leads from happy clients. |
| Review Request | Google review link after milestone. | ≈0.5 hr | More 5‑stars attract new students. |
| Social DM Auto‑Reply | Instant IG/FB answers. | ≈0.5 hr | Turns followers into calls 24/7. |
| Content Scheduler | Auto‑posts tips on LinkedIn daily. | ≈0.5 hr | Stay visible without daily effort. |
| Lead Nurture Drip | 14‑day value emails. | ≈0.5 hr | Builds trust until they buy. |
| Cold Lead Nurture | Monthly newsletter to old leads. | ≈0.5 hr | Books clients months later. |
| Upsell Offer Drip | Sends mastermind/coaching upgrade. | ≈0.5 hr | Increases average client value. |
| Membership Renewal Alert | Emails 30 days before plan ends. | ≈0.5 hr | Renew revenue before lapsing. |
| Membership Auto‑Billing | Charges subscription programs monthly. | ≈1 hr | Hands‑free recurring income. |
| Resource Library Access | Sends portal login automatically. | ≈0.5 hr | Extra value, fewer file requests. |
| Course Drip Release | Releases modules weekly. | ≈0.5 hr | Keeps clients engaged & on pace. |
| Quiz Score Email | Sends personalised feedback. | ≈0.5 hr | Clients see progress instantly. |
| Group Call Link Sender | Emails Zoom link 1 h before group. | ≈0.5 hr | No last‑minute “where’s link?” calls. |
| Group Call Reminder | Texts 15 min before start. | ≈0.5 hr | Higher attendance, lively sessions. |
| KPI Dashboard Email | Sends weekly sales & lead stats. | ≈0.5 hr | Know business health at a glance. |
| Expense OCR to Books | Scans receipts to QuickBooks. | ≈0.5 hr | Bookkeeping done in seconds. |
| POS‑to‑Accounting Sync | Payouts push nightly to accounts. | ≈0.5 hr | No manual CSV uploads. |
| Weekly Pipeline Report | Emails leads, proposals, closes. | ≈0.5 hr | Plan sales focus quickly. |
| License & Cert Renewal Alert | Reminds before coaching cert expires. | ≈0.5 hr | Stay compliant effortlessly. |
| CPE/CPD Tracking | Logs hours & sends shortage alerts. | ≈0.5 hr | No last‑minute course panic. |
| One‑Click Promo Blast | Ready email/SMS for slow week. | ≈1 hr | Fill calendar fast when needed. |
| Voice‑to‑Text Session Notes | Dictate; saves to CRM instantly. | ≈0.5 hr | End day with no admin backlog. |
| Lead Source Tagging | Marks ad, podcast, referral. | ≈0.5 hr | Spend marketing budget smart. |
| Meeting Scheduler w/Timezone | Auto‑detects time zone for client. | ≈0.5 hr | No confusion with overseas calls. |
| Client Segment Tagging | Tags career, fitness, biz, etc. | ≈0.5 hr | Send laser‑focused content. |
| Anniversary Check‑In | Sends “1‑year progress” email. | ≈0.5 hr | Makes clients feel valued; prompts renew. |
