Automations for coaches
Contract and e-signature flow for coaches
Here is what the e-signature flow does for coaches. Sends agreements for signature, chases politely and files the signed copy. It's built for one familiar headache: discovery call requests sit in the inbox overnight.
What this fixes for coaches
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 e-signature flow handles it.
What it looks like in practice
Imagine a solo business coach running one-to-one programmes. A new client agrees to go ahead. The agreement is sent through your e-signature tool within minutes. They forget, so a polite reminder follows two days later. Once signed, the copy is filed in Notion and the next step begins.
How it works for coaches
Here is how the e-signature flow runs day to day for coaches.
- A deal or programme reaches the right stage.
- The agreement is sent through your e-signature tool.
- Gentle reminders go out until it's signed.
- The signed copy is filed in Notion.
- The next step starts automatically.
Tools it connects to
For coaches, I usually connect it to Kajabi and Notion. It runs on DocuSign, PandaDoc and n8n behind the scenes.
Questions from coaches
Does the e-signature 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 e-signature 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 will my clients see?
They'll see a clear agreement to sign on their phone. I write the wording with you so it sounds like your coaching business, and you approve it before launch.
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