In this episode of the Scale Point Podcast, host Heather Wanninger sits down with Paul Sokol, automation strategist and former Infusionsoft expert, to discuss how coaches can scale smarter—not harder. Paul takes listeners behind the scenes of his automation philosophy: relationships at scale.

With a blend of storytelling, tactical advice, and real-life case studies, Paul shares:

• Why good automation mimics real human interaction.
  
  
• The “weekly redeemer” follow-up strategy that increases client response rates.
  
  
• How to avoid the most common automation failures.
  
  
• What to document in SOPs so your team actually uses your systems.
  
  
• When coaches should (and shouldn't) start automating.
  
  

If you’re a coach who’s ready to ditch the chaos, reduce repetitive tasks, and create better client experiences, this episode is for you.

Don’t forget to grab Paul’s free mini-course: https://lp.paulsokol.me/automate-like-a-pro-free-mini-course.html

Timestamps:
 00:00 Introduction to Automation

00:24 Welcome to the Scale Point Podcast

01:09 Meet Paul Soel: The Automation Authority

02:26 Paul's Journey: From Candy Sales to Automation Expert

04:48 The Importance of Automation in Business

08:58 Common Mistakes in Automation

17:20 When to Start Automating Your Business

21:42 Fixing Zoom Link Issues

22:15 Building Long-Lasting Automations

22:26 Networking Campaigns and Automation

23:38 Training Your Team with SOPs

25:31 Creating Effective Training Videos

26:48 Balancing Vision and Execution

29:46 Leveraging AI in Business

34:15 Profitable Automations for Coaches

37:26 How to Automate Like a Pro

42:00 Final Thoughts and Takeaways

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Visit Paul Sokol online:

Website: https://www.bepro.events/?utm_source=linkedin&utm_medium=profile&utm_campaign=cta

LinkedIn: https://www.linkedin.com/in/voyicks/