DEVFUNNELS / Coaches

Automation for coaches

Spend more time coaching. Less time chasing the next step.

Connect the work around your coaching: enquiries, discovery calls, welcome forms and session reminders. DevFunnels builds around your programme and existing tools, so you can see where each client is without piecing it together from your inbox.

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Coaches / IN MOTION

The next step,
made visible.

Explore a proposed workflow for your business. The tools, permissions and handovers are agreed before anything goes live.

DEVFUNNELS / SYSTEM IN MOTIONIllustrative

The right action, with a clear handover.

Example only · no live client data

EXAMPLE WORKFLOWS

From a first enquiry to a confident first session

Enquiries and discovery calls

Capture enquiries in one place, share the agreed next step and remind prospects about a booked call. Pause follow-up when someone replies, books or opts out.

A welcome that makes sense

Once you confirm a new client, share their welcome information, request the relevant forms and flag anything outstanding. Access to resources follows the conditions you agree.

Keep the programme organised

Connect session reminders, check-in tasks and end-of-programme feedback. Personal coaching decisions and sensitive conversations stay with you.

These are proposed workflow examples. The build, timing and integrations are agreed around your business.

Your tools.
A connected process.

We review your forms, calendar, CRM, email tools and programme delivery platform. We check authorised integration access before promising a connection. Your client information should only be available to people who need it.

See the build and support process

What we measure

Enquiries progressing to a call
Booked calls and attendance
Completed onboarding steps
Time spent on repeat admin
Outstanding client tasks

We agree the baseline and reporting before launch. Results depend on your business, data and implementation.

A PRACTICAL STARTING POINT

Start with one useful workflow.

Choose one part of the client journey that repeatedly gets stuck. We map the current process, agree the next step and test replies, cancellations and incomplete information before launch.

You get a custom tracking system, SOPs and the opportunity to request tailored video guidance. Investment varies depending on business needs.

Read Marcus’s previous marketing client feedback

Coaches: common questions

Can it work with one-to-one and group programmes?

Yes, where your tools support the agreed workflow. We map the different onboarding and scheduling requirements before building.

Will automated messages sound like me?

You approve the wording, timing and conditions before launch. Replies that need your judgement are handed back to you.

Can you automate coaching advice?

Our focus is the administration around your service. Personal advice, sensitive information and decisions about client support remain with you.

BUILT FOR YOUR BUSINESS MODEL

Let’s look at your follow-up.

Tell Marcus about your team, your tools and the next step that keeps getting missed.