Automations for coaches
Lead follow-up sequence for coaches
Discovery call requests sit in the inbox overnight. For coaches that's a common story, and it's what the lead follow-up flow is for. Polite, spaced follow-ups for leads who went quiet, stopping as soon as they reply.
The problems it takes off your list
Discovery call requests sit in the inbox overnight. Nobody at a health coach who runs small online cohorts signed up for that part of the job, and the lead follow-up flow handles it.
What it looks like in practice
Say you run a health coach who runs small online cohorts. A client asked for information two weeks ago and went quiet. They get a short follow-up after three days and another a week later with something useful. On the second message they reply, the sequence stops and you're notified.
How it works for coaches
Step by step, this is what the lead follow-up flow does with your clients.
- A lead in your CRM has had no reply.
- A short follow-up goes out after a few days.
- Further messages are spaced out and vary in content.
- Any reply stops the sequence and alerts you.
- Cold leads are tagged for later.
Tools it connects to
You keep working in ConvertKit. The lead follow-up flow sits alongside, built with n8n, HubSpot and Gmail.
Questions from coaches
Does the lead follow-up flow work with ConvertKit?
Often, yes. Before building the lead follow-up flow I check your ConvertKit 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 does the lead follow-up flow cost to run each month?
Setup for the lead follow-up flow starts at $250 while the launch offer is on, for coaches and everyone else. Tools like OpenAI, Twilio and n8n hosting usually cost $5 to $30 a month, billed to you directly. I'll tell you the exact number before we start.
Can I change how it works later?
Yes. The lead follow-up 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