3 Reasons Why You Need To Automate Your Coaching Business

One of the best things I ever did in my own business was learn to automate simple tasks. I’m an easily distracted person, so I would get off a call with a new potential client and the intention to send off a proposal immediately. Only to get distracted by creating a new Instagram post.

The thing to remember is that you can set up simple automations in your business with out taking away from your personal touch with clients.

Let’s talk about three biggest benefits of automating! Plus I’m sharing 10 things you can automate in your coaching biz.

3 Reasons to automate your coaching biz | Alexander Design Company - Squarespace website design for online coaches

Three Benefits of Automation Your Coaching Business

1 - Automating saves you a ton of time.

The best part about creating a system and automizing is that you only have to set it up once and it works for every client. Once you’ve got everything in place you just do some simple step to personalize your system and you are good to go. Instead of spending 30 minutes on-boarding each client you can take 10 minutes to customize the systems you’ve set up.

2 - Business freedom.

This sound silly, but it’s real. Imagine yourself sitting on the beach with a margarita in your hand and a new potential client finds your website and wants to book a session with you so they email you via your contact page.

When you set up your automations and system, you can rest in your cabana because your system is taking care of the potential client and they have no idea that you are actually on vacation.

Systems and automations give you real freedom in your business. The “laptop lifestyle” is real when you are prepared for it. If you started your business to be chained to your inbox then maybe this mini-course isn’t for you.

3 - Consistent client experience.

I saved the best for last. This is the most important part of the whole process. You want all of your clients to feel like they get the same level attention to detail, and thought throughout working with you. Creating a system is going to ensure that you don’t forget a step.

The worst thing you can do is treat one client like a bargain shopper and the other like a VIP. Your clients are going to be talking to each other and their friends about the experience of working with you. Nailing that down with a system and process means they all feel like a VIP.

10 Things you can automate in your coaching business.

  1. Scheduling calls with clients

  2. Replying to common emails

  3. Crossposting on social media

  4. Nurturing potential clients via email

  5. Adding appointments to your project management system

  6. Bookkeeping

  7. Replying to followers on Facebook

  8. Creating backups of blog posts

  9. Backing up your files

  10. Sending invoices and getting payment

Pro-tip: Start small with one thing, then add on once you get the hang it.

Ready to start automating? Sign up for my free email series to help you get started!