Automations for coaches
Payment receipts and thank-yous for coaches
Coaches know this one well: payment plans fail and you find out weeks later. The receipt flow handles it for you, between sessions, content and discovery calls. Sends a proper receipt and a personal thank-you the moment someone pays.
Why coaches ask for this
Payment plans fail and you find out weeks later. It costs time every week, which is why coaches ask for the receipt flow.
What it looks like in practice
Picture a health coach who runs small online cohorts. A payment comes in through Stripe on a Sunday. Within a minute the client has a receipt and a short thank-you, and the record in your CRM is updated.
How it works for coaches
Once the receipt flow is running for a health coach who runs small online cohorts, this is the sequence.
- A payment comes in through Stripe.
- A receipt with the right details is generated.
- A personal thank-you message goes out.
- The record is updated in your CRM.
- You get a monthly summary.
Tools it connects to
You keep working in Stripe and ConvertKit. The receipt flow sits alongside, built with n8n, Google Docs and Mailchimp.
Questions from coaches
Does the receipt flow work with Stripe?
Often, yes. Before building the receipt flow I check your Stripe 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.
What will my clients see?
They'll see a receipt and a thank-you that arrive straight away. I write the wording with you so it sounds like your coaching business, and you approve it before launch.
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