Free Resource ยท CoachAutomate.com

The Coach Automation Playbook

The complete step-by-step system to eliminate admin, automate your client experience,
and reclaim 15+ hours every week โ€” using free tools.

6
Automation Systems
30+
Pages of Detail
15h+
Saved Per Week
$0
Required to Start

What's Inside:

Chapter 1
Client Onboarding

From payment to fully onboarded in 60 seconds โ€” Stripe โ†’ Make.com โ†’ Kit

Chapter 2
Email Marketing

The 5-email sequence that turns subscribers into paying clients

Chapter 3
Scheduling & Sessions

Never send a manual reminder again โ€” Calendly + Make.com setup

Chapter 4
Content Pipeline

One coaching call โ†’ 10 pieces of content with Castmagic

Chapter 5
Sales & Follow-Up

Automated sequences that close while you sleep

Chapter 6
Admin & Operations

Weekly revenue reports, contracts, CRM โ€” on autopilot

Built for coaches using Make.com + Kit โ€” both free to start. No code required. Set it up once. It runs forever.

"I set up the onboarding automation on Saturday morning. By Sunday I had my first automated client onboarded. I've never done it manually since."

โ€” Sarah J., Leadership Coach

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