5 Ways to Add Automation Into Your Coaching Business

Whether you’re just starting your coaching business or you’re a veteran to the industry, you probably have a lot on your plate. As a small team – or even a one-person show – it can be difficult to get everything done every day.

Unfortunately, if you don’t complete your to-do list before the end of the day, you can fall behind. Your clients might not get the attention they need or your business may become disorganized.

You don’t need to hire new employees to get more done every day, though. In order to tackle your to-do list more efficiently, you can use automation.

Automation can be used in just about every area of your online coaching business. Here are a few of the most popular types of automation to get you started.

Email Sequence Automation

Your email list is one of the best ways to connect with your coaching leads. By sending personalized messages to all your clients, you can better nurture your leads and convert more customers. However, trying to maintain an email segmentation without automation can be confusing, difficult, and time-consuming.

When you automate your emails, you can ensure each individual receives the campaigns and messages they need. Popular email automation tools include OntraportInfusionSoft, and ActiveCampaign.

Call or Meeting Scheduling

Going back and forth to schedule a call or meeting can eat away at your time. When you’re trying to find a time or date that works for everyone involved, automating the process can prevent you from needing to send dozens of messages back and forth.

One tool to help you schedule appointments and meetings is Calendly. You can also use a personal assistant tool, such as x.ai, to schedule your appointments and meetings for you.

Automatic Billing

If your coaching clients pay the same amount each month, automation can help you set up recurring payments to ensure invoices are sent out at the right time. With automation, you can also track when your invoices are paid and how the money is given to you.

If you are using Infusionsoft or Ontraport you can use the built-in subscription processing to automatically charge your clients.

If you are using ActiveCampaign or some other system, a service like Stripe, or ThriveCart or SamCart connected to Stripe or Paypal, can work great, too.

Lead Capturing

Bringing in a new stream of potential clients is important for growing and maintaining your coaching business. By automating your lead generation, you can continuously collect new leads as they come to your website, sign up for your newsletters, or engage with your brand in some other way.

Popular lead-capturing tools include ThriveLeadsOptinMonsterLeadPages, and Facebook Lead Ads.

Email Responders

Just like you can automate your email sequences, you can send automatic email responders to let someone know you got their message. By automating this process, you can confirm that you’ll get back to your clients as soon as you can, letting them know their message isn’t being ignored.

You can set up these automated responders in your email system like Gmail, or if you are using a Helpdesk system like HelpscoutFreshdeskIntercom and ZenDesk.

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