Automations for coaches
Past customer win-back for coaches
Most coaches I talk to mention the same thing: discovery call requests sit in the inbox overnight. The win-back flow deals with it quietly while you're on back-to-back client calls. Finds people who haven't been back in a while and sends a personal reminder.
Where coaches lose time today
Discovery call requests sit in the inbox overnight. Nobody at a solo business coach running one-to-one programmes signed up for that part of the job, and the win-back flow handles it.
What it looks like in practice
Take a solo business coach running one-to-one programmes as an example. Every week the workflow finds clients whose last visit was a while ago in Kajabi. Each one gets a short personal message with a link to book. Replies come straight to you.
How it works for coaches
For a solo business coach running one-to-one programmes, the flow is short and predictable.
- A workflow checks Kajabi for people who haven't returned.
- They get a short, personal message.
- It includes an easy way to book or buy.
- Replies come to you.
- You see who came back.
Tools it connects to
You keep working in Kajabi and ConvertKit. The win-back flow sits alongside, built with n8n, Twilio and Klaviyo.
Questions from coaches
Does the win-back flow 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.
What happens if something breaks?
The win-back 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.
Can I change how it works later?
Yes. The win-back flow 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