Automations for coaches
Renewal reminders for coaches
If you run a health coach who runs small online cohorts, you've probably seen it: scheduling sessions across time zones takes too many messages. This renewal reminder flow takes that job off your plate. Reminds people before a renewal or recurring visit is due, and books the next step.
Why coaches ask for this
- Scheduling sessions across time zones takes too many messages.
- Clients miss sessions and ask to reschedule at the last minute.
- Payment plans fail and you find out weeks later.
What it looks like in practice
Picture a health coach who runs small online cohorts. A client is due in six weeks according to Kajabi. They get a short reminder with a link to book a session. When they don't respond, a follow-up goes out a fortnight later and they book.
How it works for coaches
Once the renewal reminder flow is running for a health coach who runs small online cohorts, this is the sequence.
- Due dates are read from Kajabi.
- A reminder goes out ahead of time.
- It includes a link to book a session or renew.
- A follow-up goes to anyone who hasn't acted.
- You see who's due this month.
Tools it connects to
It plugs into the tools coaches already use, such as Kajabi and ConvertKit, and runs on n8n, Twilio and Gmail.
Questions from coaches
Does the renewal reminder flow work with Kajabi?
Often, yes. Before building the renewal reminder flow 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 happens if something breaks?
The renewal 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.
How long does it take to set up for coaches?
Plan on 3 to 5 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.
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