Let\u2019s get into it!<\/p>\n\n\n\n
What Are the Benefits of Coaching Automation?<\/h2>\n\n\n\n
Is it worth investing time to set up coaching automations for your online business<\/a>? Most definitely! Here\u2019s how you can benefit from these processes.<\/p>\n\n\n\n Every workflow you decide to automate will help you shave off a few minutes to a few hours of work per week. This means you can achieve the same outcome by working fewer hours!<\/p>\n\n\n\n For example, let\u2019s say you\u2019re spending five hours in your inbox each week following up with potential clients or with people who have yet to book their upcoming sessions with you. <\/p>\n\n\n\n Imagine what you could do with those five hours if automation took care of those follow-ups! For example, you can spend more time on marketing activities<\/a> to land more coaching clients<\/a>.<\/p>\n\n\n\n \ud83d\udca1Pro tip:<\/strong> Use Paperbell <\/a>to automate onboarding clients and sending invoices. <\/em><\/p>\n\n\n\n You\u2019re not the only one who benefits from an automated workflow. When done right, automation can offer a smoother, more pleasant experience to your coaching clients.<\/p>\n\n\n\n Your clients will be much more likely to give you a testimonial<\/a> or send you a referral<\/a> if they\u2019ve had a hassle-free experience working with you. <\/p>\n\n\n\n Running a coaching business is distracting work. Not only do you have to show up as a coach, but you also have to become a business owner and admin professional.<\/p>\n\n\n\n And when you\u2019re constantly in the backend of your business to fix admin issues or send payment reminders, you\u2019re less likely to show up as your best self during your coaching sessions.<\/p>\n\n\n\n Some coaches fix this issue by hiring virtual assistants<\/a>. And while that\u2019s an amazing solution for business owners who want to scale<\/a>, VAs add another level of complexity for coaches \u2014 you\u2019re now a boss and an HR person.<\/p>\n\n\n\n And you\u2019ve got another expense to think about.<\/p>\n\n\n\n Automating your coaching business lets you get rid of the busy work without adding complexity. And even the cost of automation tools doesn\u2019t come close to what you need to pay to hire a VA. While automation can dramatically reduce your admin workload, many coaches pair automation tools with virtual administrative assistants<\/a> to create a fully streamlined system.<\/p>\n\n\n\n So what does it take to automate and streamline your coaching business? Here are just a few of the tools you\u2019ll need for an efficient workflow:<\/p>\n\n\n\n These are the basic tools any coach needs to automate their workflow in a streamlined way. <\/p>\n\n\n\n [ Read: How to Become a Marketing Automation Consultant ]<\/em><\/a><\/p>\n\n\n\n You\u2019ve seen the tools available to automate your coaching business \u2014 but how does it all come together?<\/p>\n\n\n\n No worries, we\u2019ve got you covered! Follow this step-by-step workflow to set up your entire coaching business on autopilot the simple way.<\/p>\n\n\n\n Do you find yourself creating custom proposals every time you offer your coaching program<\/a> to potential clients?<\/p>\n\n\n\n Instead of reinventing the wheel every time, start by establishing pre-existing coaching packages to sell in less time. You can offer these packages instead of only selling coaching sessions. <\/p>\n\n\n\n Not only will the perceived value of your programs go way up when you\u2019re packaging an entire desired outcome, but you\u2019ll also save yourself the hassle of selling from scratch for every prospect.<\/p>\n\n\n\n To keep things simple, create a landing page that includes all the important information about your package, such as:<\/p>\n\n\n\n Once that\u2019s done, you can move on to step 2!<\/p>\n\n\n\n Once potential clients land on your sales page, they should be able to check out and pay! Integrate a checkout tool and decide on the rate for your coaching package.<\/p>\n\n\n\n When you create your coaching packages in Paperbell, this integration will already be done for you. Every package and corresponding landing page will be ready to go with a functioning checkout system!<\/p>\n\n\n\n All you need to do is integrate your Stripe and\/or Paypal account to start accepting payments. Here\u2019s what it looks like when your client checks out:<\/p>\n\n\n\n Make it as easy as possible for new clients to get started with you by adding an appointment setting directly to your checkout process.<\/p>\n\n\n\n If you\u2019re using Paperbell to create this automated workflow, you can decide whether clients can book their first session before or after they\u2019ve already paid.<\/p>\n\n\n\n Make sure to set up your calendar with the availabilities that make sense for you. When new clients purchase your packages, they\u2019ll be able to book themselves into your calendar without going back and forth over email with you to find times that fit both of you.<\/p>\n\n\n\n Remember to set up a different schedule for each type of appointment you want to create when necessary. For example, you may want to take discovery sessions only in the morning. Or you may want to speak to your VIP clients only on Mondays!<\/p>\n\n\n\n Not all coaches need contracts<\/a>, but they\u2019re helpful to keep you legally protected.<\/p>\n\n\n\n You should have a unique contract for each coaching package. But instead of sending a PDF by email, you can use a digital contract\/E-signature tool to automate this process. <\/p>\n\n\n\n To be as prepared as possible for your brand new clients, you should create client onboarding surveys wherever it makes sense to do so. Here are some examples of surveys and forms you can set up once and reuse for every client:<\/p>\n\n\n\n This step should come directly after your client books a spot in your calendar and\/or signs your contract.<\/p>\n\n\n\n If you\u2019ve followed all the steps so far, here\u2019s what a client\u2019s flow will look like:<\/p>\n\n\n\n All of the above can happen without your involvement!<\/p>\n\n\n\n But let\u2019s take it up a notch and connect the above flow with automated emails.<\/p>\n\n\n\n Below are some emails you should automate:<\/p>\n\n\n\n Guess what \u2014 yup, Paperbell can automate all of these emails for you!<\/p>\n\n\n\n Client portals are the cherry on top of your automation setup! They make the client onboarding process much easier for both parties.<\/p>\n\n\n\n With client portals, clients can manage their own admin stuff, such as:<\/p>\n\n\n\n Your clients can become self-reliant for these tasks and free up your time to help them achieve the transformations they desire most.<\/p>\n\n\n\n And guess what \u2014 you don\u2019t have to lift a finger to set up your client portal when you\u2019ve got Paperbell. Every account comes with a simple and elegant built-in client portal!<\/p>\n\n\n\n Building and automating a coaching business from scratch<\/a> is tricky. It takes several tools and apps<\/a> to make the above workflow function seamlessly!<\/p>\n\n\n\n That\u2019s exactly why we designed Paperbell \u2014 the only tool specifically created for coaches to sell their packages online on a single platform. With Paperbell, your clients can pay, schedule, and sign in one fell swoop. <\/p>\n\n\n\nWork fewer hours<\/h3>\n\n\n\n
Offer a better client experience<\/h3>\n\n\n\n
Stay focused on what matters most \u2014 supporting your clients!<\/h3>\n\n\n\n
Types of Tools Needed to Automate Your Coaching Business<\/h2>\n\n\n\n
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Automation Workflow for Coaches \u2014 Step-by-Step<\/h2>\n\n\n\n
1. Create a landing page for your coaching package<\/h3>\n\n\n\n
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2. Set your coaching rates with your checkout tool<\/h3>\n\n\n\n
![\"How](\"https:\/\/paperbell.com\/wp-content\/uploads\/2023\/02\/image1-1024x683.gif\")
<\/figure>\n\n\n\n3. Set up your appointment calendar<\/h3>\n\n\n\n
4. Add an E-signature tool<\/h3>\n\n\n\n
5. Create discovery and intake forms<\/h3>\n\n\n\n
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6. Connect everything with an automated email flow<\/h3>\n\n\n\n
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7. Create a client portal<\/h3>\n\n\n\n
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Automate Your Coaching Business With Paperbell<\/h2>\n\n\n\n
![\"How](\"https:\/\/paperbell.com\/wp-content\/uploads\/2023\/02\/how-to-automate-your-coaching-business-pin.png\")
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