Automations for coaches
Connect two apps for coaches
Coaches know this one well: discovery call requests sit in the inbox overnight. The app connection handles it for you, between sessions, content and discovery calls. New orders, rows or contacts move between your tools on their own.
Why coaches ask for this
Discovery call requests sit in the inbox overnight. It costs time every week, which is why coaches ask for the app connection.
What it looks like in practice
Picture a health coach who runs small online cohorts. Every new record in Kajabi used to be copied by hand into your accounting software. Now it appears there on its own within a minute, and if the sync ever fails you get a message.
How it works for coaches
Once the app connection is running for a health coach who runs small online cohorts, this is the sequence.
- We pick the two tools and what should move between them.
- I build the sync in n8n, Make or Zapier.
- New or changed records flow across automatically.
- Errors send you an alert instead of failing quietly.
- You get notes on how it works.
Tools it connects to
It plugs into the tools coaches already use, such as Kajabi and ConvertKit, and runs on n8n, Make and Zapier.
Questions from coaches
Does the app connection work with Kajabi?
Often, yes. Before building the app connection 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.
How long does it take to set up for coaches?
Plan on 2 to 4 days from the day I get access to your accounts. Most of that is testing with your real sessions and messages, so nothing goes live until it behaves the way you want.
Will my clients notice anything?
Not directly. The app connection works in the background for your team. What clients notice is nothing different.
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