Automations for coaches
Automated reports for coaches
If you run a health coach who runs small online cohorts, you've probably seen it: discovery call requests sit in the inbox overnight. This automated report flow takes that job off your plate. The report you rebuild every week, pulled together and sent on schedule.
The problems it takes off your list
Discovery call requests sit in the inbox overnight. Nobody at a health coach who runs small online cohorts signed up for that part of the job, and the automated report flow handles it.
What it looks like in practice
Say you run a health coach who runs small online cohorts. Every Monday at 8 a short report lands in your inbox. It pulls last week's numbers from Kajabi and puts them next to the week before, so you can see what changed in a minute.
How it works for coaches
Step by step, this is what the automated report flow does with your clients.
- I list the numbers you check and where they live.
- A workflow pulls them from Kajabi and your other tools.
- They're assembled into a simple report or sheet.
- It's sent by email or Slack on your schedule.
- Unusual numbers are highlighted.
Tools it connects to
You keep working in Kajabi. The automated report flow sits alongside, built with n8n, Google Sheets and Looker Studio.
Questions from coaches
Does the automated report flow work with Kajabi?
Often, yes. Before building the automated report flow I check your Kajabi account and plan, because some features depend on API access. If there's a gap for your coaching setup, you'll know before you pay anything.
What happens if something breaks?
The automated report flow sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
What does the automated report flow cost to run each month?
Setup for the automated report flow starts at $250 while the launch offer is on, for coaches and everyone else. Tools like OpenAI, Twilio and n8n hosting usually cost $5 to $30 a month, billed to you directly. I'll tell you the exact number before we start.
Want this for your coaching business?
Tell me how your coaching business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built