Workflow builds, scoped around how you coach.
Start with the handoffs around your coaching.
These are examples to assess and scope, not a fixed package or promised integrations. The audit helps identify what fits your actual process.
Lead inquiry follow-up
Where can context get lost between an inquiry and your first conversation?
Map the steps that could support timely follow-up while keeping a personal response with you.
Client onboarding
Which repeatable handoffs help a new client get started?
Review intake and next-step handoffs, then identify what may be a fit for automation in your process.
Session and check-in follow-through
How do scheduling and check-ins fit around your sessions?
Scope reminders or follow-up steps around your chosen cadence, while coaching decisions stay with you.
A clear scope before the workflow build.
The audit comes first. A build follows only if the written scope fits what you want to automate.
- 01
Start with the free audit
Begin with a short readiness check. The audit is a 30-minute screen-share and a two-page memo mapping workflow gaps, possible automation, and a fixed-scope quote.
- 02
Agree the written scope
Define what the workflow should handle, which tools and constraints need confirming, and where your judgment stays in the loop before a build begins.
- 03
Build and hand off
If you decide to proceed, the build starts with n8n where it fits the agreed scope. The handoff and operating notes are part of the delivery.
- 04
Choose maintenance if useful
Ongoing maintenance is available as a follow-on for workflow updates and care. It is optional, not a requirement to start with a build.
Find a useful place to start.
Take the audit-readiness check first. Your answers point you toward booking, ROI information, or the newsletter as the next step.