Business Automation for Coaches and Consultants
Your value is in your expertise, not your inbox. OpFlow builds automations that handle the onboarding admin, reminders, and follow-ups so you can focus on delivering results for clients.
Join the waitlistWhere coaching and consulting practices lose time
Manual client onboarding
Sending welcome emails, intake forms, and resource packs one client at a time when someone signs up.
Session reminders and confirmations
Manually sending reminders before every session and chasing clients who have not confirmed.
Follow-up after every session
Remembering to send session notes, homework, or next steps after each call. Easy to miss.
Common automations for coaches and consultants
Client onboarding sequences
Welcome email, intake form, resource pack, and calendar booking link sent automatically when a new client signs up.
Session reminder sequences
Automated reminders sent 48 hours and 1 hour before every scheduled session, with the meeting link.
Post-session follow-ups
Follow-up email with session summary and next steps sent automatically after each session ends.
Lead nurture sequences
Automated email sequence sent to enquiries who have not yet booked, keeping you front of mind.
How it works
Free Automation Assessment
We review your workflows and identify where automation will save the most time. You walk away with a one-page report of recommended solutions.
Build and deploy
We build your automations, test them with real data, and deploy when everything is working correctly.
Ongoing Bot Care
We monitor and maintain your automations. When something needs updating or an API changes, we handle it.
Discovery call to onboarding sequence for a sole-operator business coach
A sole-operator business coach was spending five hours a week on welcome emails and onboarding admin. We built a Calendly-to-Notion sequence that runs the first 30 days of each new engagement on autopilot.
Read the full case study"Every new client gets the same gold-standard onboarding without me sitting at a keyboard."
Founder, business coaching practice
See what automation could do for your practice
Book a free Automation Assessment. We review your client journey from enquiry to delivery and identify exactly where automation can save the most time.
Join the waitlist