Project: Coaching Intake & Onboarding Automation
- Project: Coaching Intake & Onboarding Automation
- Problem: A solo coach was spending 6+ hours per week manually sending welcome emails, scheduling calls, and following up with leads — leaving no time for actual client work.
- Tools Used: Make (Zapier alternative), Notion, Google Calendar, Claude API, email sequences
- Outcome: Reduced onboarding time from 6 hours to 45 minutes per week. Client reclaimed 20+ hours per month.
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