Coaches & consultants

Automation for UK coaches and consultants

Your time should go on clients. Enquiry replies, follow-up reminders and simple reports can run in the background in accounts you own.

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What should a coach automate first?

Usually the path from enquiry to discovery call: an instant reply that thanks the person and shares your booking link, an alert to you, and a log of every enquiry with its status. A gentle reminder for anyone who has not booked after a few days can follow, written as a service message, not marketing.

Can you build automations I have sold to my clients?

Yes. If you are a consultant or agency that has sold an automation, I can build it cleanly in your client’s accounts to a fixed scope, test it before handover and write a short guide. I do not keep client logins afterwards, and the work is delivered under your relationship with the client.

Do you use AI to write my follow-ups?

Only if you want it, and with a human check. AI can draft a reply or summarise a long enquiry, but by default you approve anything before it is sent. Free AI tools that train on what you paste are never given your clients’ details, which keeps their information private.

What an instant reply would ask for

A good first reply thanks the person, says when a human will be in touch and asks only for what is still missing. For coaches & consultants, that usually means:

  • What they would like help with
  • Preferred call times
  • How they heard about you

Tell me what you need done

Describe the job in a few lines. You get a fixed-price scope, or an honest “not for me”.

Get a fixed quote
FAQ

Frequently asked questions

Can’t see your question? Ask it here and you’ll get a straight answer.

What should a coach automate first?

Usually the path from enquiry to discovery call: an instant reply that thanks the person and shares your booking link, an alert to you, and a log of every enquiry with its status. A gentle reminder for anyone who has not booked after a few days can follow, written as a service message, not marketing.

Can you build automations I have sold to my clients?

Yes. If you are a consultant or agency that has sold an automation, I can build it cleanly in your client’s accounts to a fixed scope, test it before handover and write a short guide. I do not keep client logins afterwards, and the work is delivered under your relationship with the client.

Do you use AI to write my follow-ups?

Only if you want it, and with a human check. AI can draft a reply or summarise a long enquiry, but by default you approve anything before it is sent. Free AI tools that train on what you paste are never given your clients’ details, which keeps their information private.

Do I need a CRM?

No. A Google Sheet is often enough to start.

Is there a monthly fee?

No. Builds are one-off fixed prices.