Automations for coaches
Document request chaser 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 document chaser takes that job off your plate. Asks for the documents you need, reminds people politely and files what comes in.
The problems it takes off your list
- Discovery call requests sit in the inbox overnight.
- Payment plans fail and you find out weeks later.
What it looks like in practice
Say you run a health coach who runs small online cohorts. You need four documents from a client. They get one message with the list and an upload link. Two arrive the same day. The reminder three days later brings in the rest, all named and filed in Notion.
How it works for coaches
Step by step, this is what the document chaser does with your clients.
- You choose what's needed from a client.
- They get a clear list with an upload link.
- Reminders go out until everything is in.
- Uploads are named and filed in Notion.
- You see what's still missing.
Tools it connects to
It plugs into the tools coaches already use, such as Kajabi, ConvertKit, Notion and Typeform, and runs on n8n, Google Drive and Gmail.
Questions from coaches
Does the document chaser work with Kajabi?
Often, yes. Before building the document chaser 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 does the document chaser cost to run each month?
Setup for the document chaser starts at $300 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.
Can I change how it works later?
Yes. The document chaser keeps its messages, timings and rules in settings or a simple sheet you can edit. For bigger changes, such as a new step for your clients, message me and I'll quote it first.
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