Hey, Coach!
Another week, another AI insight to help you streamline, scale, and elevate your coaching!
In today’s teachings:
How to: 7 High-Impact Tasks to Automate
Coaching Prompts of the Week: 10 prompts to fuel your conversation with ChatGPT
HOW TO: 7 HIGH-IMPACT TASKS TO AUTOMATE
1. Session Reminders
Avoid no-shows and last-minute reschedules.
Automate with: Calendly + Google Calendar + Email or SMS reminders.
👉 Start Simple: Set up automatic email/text reminders 24 hours and 1 hour before sessions.
2. Client Onboarding
Deliver a seamless experience when a new client signs up.
Automate with: A welcome email sequence, digital intake form, and calendar link.
👉 Start Simple: Use a tool like MailerLite or ActiveCampaign to send a welcome email with your intake form and booking link.
3. Follow-Up Emails After Sessions
Stay consistent with post-session touchpoints.
Automate with: A trigger-based system (e.g., Zapier) that sends a customizable follow-up template after each session.
👉 Start Simple: Create a follow-up email template in your email tool. Set a recurring reminder to personalize and send it after each session.
4. Progress Tracking
See how clients are moving toward their goals.
Automate with: Google Forms or Typeform check-ins that log responses to a Google Sheet.
👉 Start Simple: Build a short weekly check-in form and schedule automated emails prompting clients to fill it out.
5. Resource Delivery
Send worksheets, journaling prompts, or videos after specific topics come up.
Automate with: Tag-based automation in your CRM (e.g., when tagged “Confidence,” send confidence workbook).
👉 Start Simple: Create a “resource vault” email template with links and manually send based on session notes.
6. Client Birthdays or Milestones
Build relationships with personal touches.
Automate with: A CRM or Google Sheet + Zapier that sends an email on the right date.
👉 Start Simple: Add client birthdays to your calendar and set yearly reminders.
7. Lead Nurturing
Stay top of mind with potential clients without constant manual outreach.
Automate with: An email drip sequence for new subscribers or inquiries.
👉 Start Simple: Write a 3-part email series introducing your coaching style, values, and results.
PROMPTS OF THE WEEK
New to ChatGPT? Try these prompts and see how powerful it can be. Already using it? Here are ideas of how you can expand your usage with it:
“Write a reflection question to help a client gain insight into a conflict at work.”
“Give me 3 journaling prompts for a client struggling with self-doubt.”
“What’s a powerful question I can ask a client who avoids difficult conversations?”
“Suggest a metaphor I can use to help a client understand their habit of people-pleasing.”
“Write a welcome email to a new coaching client that sets expectations and builds trust.”
“Create a re-engagement email for a client who hasn’t booked a session in 2 months.”
“Create a 4-week coaching plan for a client working on imposter syndrome.”
“Make a checklist for onboarding a new 1:1 client.”
“Suggest 5 motivational quotes I can send to a client working through burnout.”
“Give me a 1-paragraph newsletter tip about resilience, written in my voice as a coach.”