Marketing Workflow Automation

Stop repeating yourself. Automate it once.

Every week you're doing the same things manually — following up on leads, sending check-in emails, chasing payment reminders, pulling reports. We map every repeatable task in your marketing operation, build automation for each one, and hand it off running. You do it once. The system does it forever.

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  • ⚙️
    What we automateLead follow-up, email sequences, payment reminders, nurture workflows, and ops reporting — mapped to your exact process
  • 🔍
    How we startA workflow audit — we find every manual task you repeat and prioritize what to automate first
  • 📅
    Monthly management$250/month — system updates as your business changes
  • 🎓
    Built byA certified PMP with 7+ years in marketing ops
  • Contact instantlyWhatsApp or iMessage — same-day response
Lead Follow-UpEmail SequencesNurture WorkflowsPayment AutomationClaude AI
What's included

The workflows we build for coaches.

Every automation is mapped to your exact process — not a generic template dropped into your business.

📬

Lead Follow-Up Automation

Every new lead gets an immediate, personalized follow-up — and if they don't respond, the system follows up again. No lead slips through because you were busy coaching.

📧

Email Nurture Sequences

Automated sequences that warm up cold leads, re-engage past inquiries, and move prospects toward booking — without you writing a single email from scratch again.

💳

Payment & Renewal Reminders

Automated payment reminders, failed payment recovery, and renewal notifications — sent at exactly the right time, branded to your voice.

📊

Weekly Ops Reporting

Automated reports delivered to your inbox every week — client status, lead volume, revenue, and anything else you need to see — without manually pulling data.

🔁

Post-Call Follow-Up Flows

After every coaching call, automated follow-ups go out with session notes, next steps, and accountability check-ins — keeping clients engaged between sessions.

🧲

Lead Magnet Delivery

Someone downloads your free guide or joins your list — the system delivers it instantly, starts the nurture sequence, and tags them for follow-up based on what they showed interest in.

Who it's for

For coaches who are tired of marketing feeling like a second full-time job.

If you're spending more than two hours a week on repetitive marketing tasks, you're doing work that a system should be doing for you.

Coaches With a Growing Lead List

You've got leads coming in but no consistent follow-up system — so half of them go cold before you ever have a real conversation. This fixes that permanently.

Coaches Launching New Offers

Every launch involves the same sequence of emails, reminders, and follow-ups. We build the automation once so your next launch runs itself.

Coaches Scaling to Group Programs

Moving from 1:1 to group coaching means more leads, more nurture, more follow-up. You need workflows that scale with your business — not more hours in your calendar.

How it works

Map it. Build it. Hand it off.

We don't start building until we fully understand your current process — because every automation should match how you actually work, not force you to change.

01

Workflow Audit

We map every marketing task you do manually — follow-up, emails, reminders, reporting — and identify exactly what to automate first for maximum impact.

02

Architecture & Design

We design the full automation architecture in Claude AI — triggers, sequences, timing, and logic — built around your exact offer and client journey.

03

Build & Connect

Every workflow is built, connected, and tested before it goes live. We run each automation end-to-end to verify it works exactly as designed.

04

Handoff & Management

You get a full walkthrough of everything that's been built. Monthly management keeps every workflow current as your offers and processes evolve.

Investment

Transparent pricing. No surprises.

Custom scoped to your business — contact us and we'll tell you exactly what's involved.

Custom scoped
The scope depends on how many workflows we're building and how complex your current process is. Message us and we'll give you a straight answer after a quick conversation.
📅
Monthly Management — $250/month
Ongoing workflow monitoring, sequence updates, and monthly performance review. As your offers change, your automations stay accurate.
Common questions

Things coaches ask before getting started.

What tools do you build automation in?+
We build natively in Claude AI. If you use other tools — CRMs, email platforms, calendar tools — we connect to them as part of the build.
How do you know which workflows to automate first?+
We start with a workflow audit to map every repeatable marketing task you do manually. Then we prioritize by impact — typically lead follow-up and nurture sequences deliver the fastest ROI.
Will I have to learn a complicated system?+
No. We hand everything off with a full walkthrough and documentation. Once it's live, you don't need to manage it — that's what monthly management is for.
What if my process changes after the build?+
Monthly management covers this. When your offers, pricing, or processes change, we update the automations to match — no extra charge per update.
How quickly can I expect to see results?+
Most coaches see their first automated workflow live within 2 weeks of our first conversation. Lead follow-up automation typically shows results within the first month — leads that would have gone cold start converting.
Can you audit what I already have set up?+
Yes — if you have partial automation in place, we audit what's there, identify gaps, and build what's missing rather than starting from scratch.

Ready to stop doing marketing manually?

Message us directly — describe what you're currently doing by hand every week and we'll tell you exactly what can be automated and what the system would look like for your business.

Same-day response
🔒No sales pressure — just a straight conversation
Build can begin within one week of first contact
🎓Managed by a certified PMP with 7+ years in marketing ops
Explore more

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📱

Social Media Content & Automation

Done-for-you content system — trained on your brand, published across every platform every month.

🤝

Client Onboarding System

Automated intake, contracts, welcome sequences, and kickoff — so every client feels like your only client.

📊

Marketing Operations Dashboard

One organized view of your clients, content, and revenue — built in Claude AI.