

Run Your Coaching Business Without the Chaos
You don’t need more tools.
You need clear systems that run your business without you thinking about them all day.This Business Automation Playbook gives coaches and consultants a simple, step-by-step way to organize, streamline, and (optionally) automate the core operations of their business — without becoming “techy” or overwhelmed.
This is for you if:
- You’re a coach or consultant juggling client work and everything behind the scenes
- You keep answering the same emails, onboarding the same way, and recreating processes
- You know systems would help — but you don’t want to spend weeks building them
- You want your business to feel calmer, more consistent, and easier to run
- You’d love more time and mental space without sacrificing quality or connection
If your business feels heavier than it should, this was built for you.
✨ WHAT THIS IS
Let’s clear something up about automation
Automation doesn’t start with AI.
It starts with clear steps.Most coaches jump straight to tools and get overwhelmed.
This playbook does the opposite.First, we define:
- What actually needs to happen in your business
- When it happens
- Who it’s for
- And how it should work every time
Only after that do we talk about automation — and even then, it’s optional.
You can:
- Use the systems exactly as written
- Copy and paste the templates
- Or upgrade later and have automations built for you
No pressure. No tech spiral. Just clarity.
What you'll get
What’s inside the Business Automation Playbook:
✔ A step-by-step operations guide designed specifically for coaches and consultants
✔ Clear SOPs for the most common parts of a coaching business
✔ Google Sheets templates you can copy and use immediately
✔ Guidance on what should be automated — and what doesn’t need to be
✔ A simple foundation you can grow into (not out of)This isn’t about building a “perfect” business.
It’s about creating systems that support you, your clients, and your life — without overcomplicating things.
🌿 HOW THIS HELPS YOU
By using this playbook, you’ll be able to:
- Spend less time on admin and follow-ups
- Feel organized and prepared for every client
- Stop reinventing the wheel each week
- Create consistency without rigidity
- Run your business with more confidence and calm
You don’t need more hours in the day.
You need better systems supporting you.Who this is for:
This playbook is for you if you are a:
- Coach or consultant
- Service provider working with clients 1:1 or in groups
- Business owner who wants simplicity over complexity
- Human-first professional who still values structure
This may not be a fit if you’re looking for:
- advanced coding
- complex AI engineering
- enterprise-level software setups
❓FAQs
Is this beginner-friendly?
Yes. Everything is written in plain language with step-by-step guidance.Do I need special software?
No. The playbook uses simple tools like Google Sheets and email platforms you likely already have.Is AI required?
No. AI is optional and available as an upgrade if you want it implemented for you.Will this work for my type of coaching?
If you work with clients and manage communication, onboarding, and follow-ups — yes.Ready to simplify your coaching business?
Get instant access to the full Operations & Automation Playbook, including templates and Google Sheets.


Small Business Automation Starter Kit
$37.00
$99.00
Coming soon
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