Automations for coaches
Payment reminders for coaches
Payment plans fail and you find out weeks later. For coaches that's a common story, and it's what the payment reminder flow is for. A polite reminder sequence for unpaid invoices, with a payment link in every message.
The problems it takes off your list
Payment plans fail and you find out weeks later. It costs time every week, which is why coaches ask for the payment reminder flow.
What it looks like in practice
Say you run a health coach who runs small online cohorts. An invoice passes its due date in Stripe. The client gets a friendly reminder with a payment link. A week later a firmer note follows. When they pay, the sequence stops and the invoice is marked paid.
How it works for coaches
Step by step, this is what the payment reminder flow does with your clients.
- An invoice is due or overdue in Stripe.
- A polite reminder goes out with a payment link.
- Follow-ups go out on a schedule you choose, getting firmer.
- Payments are matched and the sequence stops.
- You get a weekly list of who still owes what.
Tools it connects to
You keep working in Stripe and ConvertKit. The payment reminder flow sits alongside, built with Xero, QuickBooks and n8n.
Questions from coaches
Does the payment reminder flow work with Stripe?
Often, yes. Before building the payment reminder 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.
What happens if something breaks?
The payment reminder 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 payment reminder flow cost to run each month?
Setup for the payment reminder 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