Spend less time on scheduling and admin, more on clients
Solo coaches and consultants are the entire back office — booking, reminding, invoicing, and following up — on top of doing the actual client work.
What’s slowing you down
- No-shows because reminders depend on you remembering to send them
- Invoices go out late because billing competes with client work
- Testimonials never get asked for at the right moment
- New leads wait for a manual reply instead of an instant one
- Meeting notes and action items live in your head, not a system
Recommended system
Customer Ops & Support Bundle
Everything for running post-sale customer operations on autopilot — onboarding, appointments, invoicing, support triage, and churn alerts.
Lead-to-Customer Flow
Form leads, onboarding, and appointment reminders run automatically.
Billing & Delivery
Invoice reminders, delivery approvals, and testimonial requests stay on track.
Support & Retention
AI triages inbound support, tracks CSAT, and flags churn risk before it happens.
Relevant automations
Appointment Confirmation + Reminder
Adds Calendly bookings straight to your calendar, confirms instantly, and reminds clients 24 hours before.
Invoice Reminders & Tracking
Scans your invoice list daily and sends reminder emails for anything due soon or overdue, with a team summary.
Testimonial & Review Collection
Sends an automatic review request 7 days after project completion and drops great reviews into a Slack 'wall of love'.
Lead Form → Instant Notification & CRM Row
Turns a form submission into a Sheets row, a Slack/Telegram alert, and an auto-reply email — in seconds.
AI Meeting Notes & Action Items
Paste a raw meeting transcript into a sheet and get back a clean summary, decisions, and an action-item list with owners — in Notion and Slack.
Questions
None of these quite fit your exact process?
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