Automate Your Coaching Business

Automate Your Coaching Business

Save Big With thisfunnel CRM
January 08, 2025•3 min read

In Today’s Fast-Paced Coaching Industry, Automation is a Game-Changer

Automation isn’t just a luxury for coaches—it’s a necessity. By automating routine tasks, you can focus on what truly matters: building relationships, creating impact, and scaling your business.

In a recent session, Will Winter shared valuable insights on leveraging thisfunnels CRM’s automation tools to streamline operations. Here’s a step-by-step guide inspired by that discussion, designed to help you harness automation effectively for your coaching business.

Step 1: Understanding the Basics of Automation

Automation starts with understanding its fundamentals. Imagine freeing up hours by automating repetitive tasks like client follow-ups, onboarding emails, or lead tagging.

Getting Started:

  • Log into thisfunnels CRM and navigate to the “Automations” section.

  • Create a new automation by selecting a template or starting from scratch.

  • Define triggers such as lead form submissions, client purchases, or booking confirmations.

Pro Tip: Start simple—focus on automating one task, then expand as you grow comfortable with the tool.

Step 2: Tagging Leads for Targeted Follow-Ups

Tagging is the cornerstone of effective client management. By organizing leads and clients into categories, you can deliver personalized communication that resonates.

How to Tag in thisfunnels CRM:

  • Select the contacts you want to tag.

  • Apply tags based on criteria like their status (e.g., “New Lead,” “VIP Client”), interests, or coaching package.

  • Use tags to create Smart Lists for segmented marketing campaigns.

Client Testimonial:
“thisfunnels CRM’s tagging system transformed my business. It’s easy to use and ensures my messaging is always on target.” — Wilson

Step 3: Automating Follow-Ups with Emails and Texts

The key to nurturing leads is consistent, timely follow-ups. Automation ensures no lead falls through the cracks.

Set Up Automated Follow-Ups:

  • Use triggers (e.g., form submissions or new bookings) to initiate follow-ups.

  • Draft personalized email and text templates that reflect your coaching style.

  • Schedule follow-ups to ensure timely communication without overwhelming clients.

Client Testimonial:
“The follow-up automation's saved me hours each week. Clients love the timely responses, and I can focus on what I do best—coaching.” — Clark

Step 4: Adding Personal Touches with Voicemail Drops

Voicemail drops create a warm, personal connection while saving you time.

How to Use Voicemail Drops:

  1. Record a friendly voicemail message in thisfunnels CRM.

  2. Integrate voicemail drops into your automation workflows.

  3. Schedule them for strategic times to maximize impact.

Step 5: Leveraging Pre-Built Assets with Branding Bundles

Don’t start from scratch—use thisfunnels CRM’s pre-made assets to fast-track your setup.

How to Use Branding Bundles:

  • Access pre-designed workflows and email templates from the library.

  • Customize them to align with your coaching voice and brand.

  • Integrate them into your campaigns to save time and maintain consistency.

Client Testimonial:
“The pre-made bundles are a lifesaver. They made automation setup quick and easy!” — Anderson

Step 6: Ensuring Compliance

Staying compliant with communication regulations is critical.

How ThisFunnels CRM Helps:

  • Built-in opt-in/opt-out options to respect client preferences.

  • Easy-to-review compliance guidelines in the dashboard.

  • Tools to ensure your emails and texts meet industry standards.

Step 7: Optimizing Your Automations

Automation isn’t a one-and-done setup—it’s a process of continuous improvement.

How to Optimize Your Workflows:

  • Use analytics to monitor metrics like email open rates, response times, and client engagement.

  • Regularly tweak your workflows based on data insights.

  • Schedule periodic reviews to ensure your automations remain relevant and effective.

Next Steps

Ready to streamline your coaching business with automation? Start your journey today:

âś… Sign up for a free trial account at thisfunnels CRMwww.thisfunnels.comâś… Organize your leads, set up automations, and launch campaigns effortlessly.
âś… Get personalized support from our expert team to ensure your success.

Automation is your secret weapon to growth. With thisfunnels CRM, the possibilities are endless.

To Your Success,
Founder

thisfunnels CRM

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