Section 1 — Lead capture and conversion
Leads enter my system automatically without me manually tracking or chasing them.
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Think about the last 10 people who enquired. Did every single one land somewhere you could act on, or did some fall through gaps in DMs, comments, or emails you meant to follow up on?
My lead capture forms, funnels, and workflows run reliably every time.
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If a new lead came in right now at midnight while you were asleep, would your system capture them correctly and trigger the right next step without you touching anything?
Every lead is guided into a clear, structured next step automatically.
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After someone expresses interest, do they receive a professional, consistent response that moves them toward booking or applying, or does it depend on you noticing and responding in time?
Section 2 — Payments and client activation
Clients can pay instantly without friction or confusion.
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When someone is ready to sign up, can they pay immediately in a way that feels smooth and professional, or does it involve you sending links, chasing bank transfers, or explaining the process manually?
Payment automatically triggers the correct access, welcome emails, and onboarding steps.
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The moment a client pays, does everything they need land in their inbox without you lifting a finger, or do you have to manually set things up each time?
I never have to manually send links, chase payments, or fix broken flows.
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Think about the last five clients you signed. How much of your time went on admin that should have been automated?
Section 3 — Automated onboarding
New clients are fully onboarded in under 5 minutes without me doing anything manually.
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From the moment someone pays to the moment they have everything they need, how long does that take you? And how much of that time is you doing it rather than your systems doing it?
Every client receives the same premium, structured onboarding experience.
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Is your onboarding consistent regardless of how busy you are, what day it is, or how many other clients you are managing at the same time?
All onboarding assets are automated and error-free.
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Forms, waivers, welcome messages, access links. Do these go out correctly every time, or do you occasionally miss something and have to go back and fix it?
Section 4 — Client hub and community
My clients have one central place where they can find everything they need.
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If a client needed their programme details, a form, a resource, or your contact info right now, could they find it themselves in under 30 seconds, or would they message you to ask?
My community space is structured, intentional, and reduces my workload.
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Does your community or group space run in a way that supports your clients and saves you time, or does it create more messages, questions, and admin for you to manage?
Clients never need to DM me for links, resources, or next steps.
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Think about the last week. How many messages did you receive that were essentially clients asking for something they should have been able to find themselves?
Section 5 — Operations and automation
My automations handle repetitive admin so I spend more time coaching.
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On an average week, what percentage of your working time goes on tasks that are the same every time and could be handled by a well-built system?
My automated messages feel personal and intentional, not generic or robotic.
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When clients receive automated emails or messages from you, does it feel like it came from a real person who cares, or does it feel like a template they have seen a hundred times?
Every client gets the same high-standard experience regardless of how busy I am.
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Every client gets the same high-standard experience regardless of how busy I am.
My backend runs smoothly without me constantly checking, fixing, or repeating tasks.
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How often do you find yourself logging in to check if something worked, resending something that did not go out, or manually completing a step that should have been automatic?
Automation supports my personal touch, it does not replace it.
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Do your systems free you up to have better conversations and deliver better coaching, or have they either been avoided entirely or set up in a way that feels cold and disconnected from how you actually work?
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