An online business coach — Nashville, TN
Automating client onboarding for an online business coach
Stuck at 8 clients — not from lack of demand, but from 3+ hours of manual work every new signup triggered. The onboarding bottleneck, removed.
What Was Being Lost
A business coach in Nashville ran a 1:1 coaching practice and had hit a wall at 8 clients. Every new client meant 3–4 hours of manual onboarding: sending welcome packets, scheduling, building custom resource folders, and writing a tailored 90-day roadmap. They were also spending 6+ hours a week on social content that wasn’t converting. Something had to change.
How It Was Built
The moment someone signs, they get a welcome sequence, intake form, resource folder, and scheduling link — automatically. Zero manual work.
Takes the completed intake form as input. Produces a personalized 90-day coaching roadmap in 20 minutes. Used to take 3 hours.
One 90-minute content session per month produces 3 weeks of LinkedIn posts, carousel scripts, and email newsletters.
What Got Done
Timeline
Onboarding automation live in 2 days. Full results at month 2.
Total Monthly Cost
$75/mo
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