Automate Coaching Delivery

Want to coach more and admin less? These tools help automate key parts of the coaching process—so you can focus on helping clients, not managing logistics.

  1. TidyCal – Auto-Scheduling for Clients
    Clients book based on your availability. No back-and-forth emails needed.

  2. Notion – Client Dashboards
    Centralize goals, session notes, and progress in a shared Notion doc. Easy and professional.

  3. Zapier – Glue for Automation
    Link TidyCal, ConvertKit, Google Sheets, and more. Automate onboarding and follow-ups.

  4. ConvertKit – Automated Email Sequences
    Send pre-session prep, post-session notes, and resources on autopilot.

  5. Loom – Async Client Updates
    Record quick personalized videos instead of writing long recaps or check-ins.

Bonus Tip: Build a repeatable client workflow once, and scale it across every new client.

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