In Part 2 of our automation series, we break down the essential workflows and systems every coach should have to save time, stay organized, and guarantee a great client experience. From sales call reminders and onboarding sequences to follow-ups and retention systems, we’ll show you how to set up smart, simple automations that actually make your business run smoother—without the overwhelm.

What you’’ll learn:

The tools we recommend (Zapier, Calendly, GHL, and more)

What to automate first (and what to wait on)

How to prep for scale without wasting hours

One automation every coach should set up—even before they think they need it

Enjoy!

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