Automations for coaches
Document and proposal generator for coaches
Creates proposals, letters and contracts from a template using details you already have. For coaches, it matters most while you're on back-to-back client calls. The usual trouble: discovery call requests sit in the inbox overnight.
Where coaches lose time today
Discovery call requests sit in the inbox overnight. It sounds small, but for coaches it repeats every week. The document generator takes it over.
What it looks like in practice
Take a solo business coach running one-to-one programmes as an example. After a call you pick the record in Kajabi and click one button. A draft document is ready in Notion with names, dates and prices filled in and a short custom section drafted for you to check.
How it works for coaches
For a solo business coach running one-to-one programmes, the flow is short and predictable.
- You fill a short form or pick a record in Kajabi.
- The right template is chosen.
- Details are filled in and AI drafts any custom text.
- A finished document is saved to Notion.
- You review and send.
Tools it connects to
It plugs into the tools coaches already use, such as Kajabi and Notion, and runs on n8n, Google Docs and OpenAI.
Questions from coaches
Does the document generator work with Kajabi?
It depends on your Kajabi plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
Can I change how it works later?
Yes. The document generator 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.
What does the document generator cost to run each month?
Setup for the document generator starts at $400 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