Emeka O.
Coaches and Consultants Automation Specialist
Six years on inbound teams. Wires Claude into your inbox so every lead gets a fast, qualified reply and lands in the CRM before you read it.
- Claude
- n8n
- HubSpot
- Slack
Delegated AIDelegated AIFor coaches, consultants and course creators. First workflow live in week one.
Emeka O.
Coaches and Consultants Automation Specialist
Six years on inbound teams. Wires Claude into your inbox so every lead gets a fast, qualified reply and lands in the CRM before you read it.
Maria GomezContent Writer, Delegated AIWrites Delegated AI's guides on automation and delegation.
A coaching automation specialist builds the sequences that follow up on discovery call no-shows, send and chase proposals, onboard new clients through Dubsado or HoneyBook, and re-engage quiet students in Kajabi or Circle. They wire Calendly, ConvertKit, Notion and Stripe together so every handoff between booking and delivery runs without a founder in the middle.
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Your Calendly has confirmed calls that never showed. Your Dubsado holds proposals nobody followed up on past the first nudge. And every new client you close means a Tuesday afternoon of copy-pasting intake links, Stripe invoices and Notion portal invites by hand.
A discovery call no-show with no automated re-booking is a lost engagement, and a proposal that sits unanswered past five days rarely comes back.
Every no-show gets a warm re-booking sequence within minutes, not days.
Proposals sent through Dubsado are chased automatically until signed or closed.
From signed contract to first session ready in under an hour, with no manual steps.
One specialist, one flat price, and every workflow they build belongs to you.
A dedicated specialist covering your pipeline and delivery hours, including the follow-up sequences that run while you are on sessions.
No setup fee. No contract. Stop whenever you want.
Never scoped, never billed per project. The backlog just keeps moving.
Everything is built in your own tools. Cancel and it all keeps running.
A short Friday note on what was automated this week and the hours it saves you.
Academy-trained, background-checked, least-access credentials.
| Delegated AI specialist | Freelance consultant | Automation agency | Doing it in-house | |
|---|---|---|---|---|
| What you pay | One flat monthly rate for 20 hours a week | $75 to $150 an hour | A project fee, then a retainer | Your evenings or a part-time VA hire |
| Knows coaching tools | Placed from coaching ops and client delivery backgrounds | Depends entirely who you get | Sometimes, on the senior accounts | You do |
| First workflow live | Week one | After scoping and a signed statement of work | After discovery and onboarding | Between client sessions, eventually |
| Works in Kajabi, Dubsado, HoneyBook | Yes, and ConvertKit, Circle and whatever else you run | If they have used it before | Often only their supported stack | Yes |
| Changes as you grow | Included, a new build every week | Billed by the hour | Quoted as a new project | Postponed until it is quiet |
| If you stop | Every workflow keeps running in your accounts | You inherit whatever is documented | Access can end with the contract | Nothing changes |
The consultant and agency columns describe how those engagements are usually structured, not any one firm. Your own quote is confirmed on the intro call.
Your specialist comes AI-trained and fully fluent in:
Calendly
Notion
Stripe
Claude
Zapier
HubSpot
Slack
n8n
Gmail
Google SheetsMonday 8:14 AM
Thursday 11:02 AM
Wednesday 3:55 PM
Discovery call no-shows used to fall off my radar. Now every one gets a re-booking message within the hour, and the phone stopped ringing at dinner because the follow-up runs itself. Two re-booked calls came back signed in the first week.
Rachel M.Business Coach, solo practiceVerified clientGetting a new client from a signed contract to their first session used to eat most of a morning. The intake, the Notion portal, the Calendly invite, all of it lands automatically now. My onboarding list cleared in the first week.
Daniel P.Strategy ConsultantVerified clientMonth-to-month, cancel whenever you want. If your specialist is not the right fit, we replace them free. And every workflow lives in your own accounts, so it stays yours either way.
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Every specialist is matched by hand to your stack, your tools and your timezone, which caps how many businesses we can start properly. When this month is full, the next start date is the following month.
One flat fee.
Your dedicated AI Automation Specialist for Coaches and Consultants, 20 hours a week.
Month-to-month. No setup fee. Cancel anytime and keep every workflow.
Thirty minutes. Bring your messiest week. You leave with the three workflows worth automating first, sequenced and yours to keep. If we're a fit, your specialist starts within a week.
Discovery call booking reminders, no-show re-booking sequences, proposal follow-up cadences, new client onboarding (contract, intake, portal access, first session booking), course and community engagement nudges, and recurring check-ins. The intro call identifies which of those is costing you the most time or revenue right now.
Yes. Your specialist builds around the tools you already run, whether that is Kajabi for courses and community, ConvertKit for email, Calendly for scheduling, Dubsado or HoneyBook for contracts and proposals, or a combination of several. They connect the gaps between platforms so data and tasks move without you.
Yes, and that is usually the first build. Automated reminder sequences (24 hours and 1 hour before the call) and a same-day re-booking message for no-shows run from the moment Calendly confirms the appointment. You never have to decide whether to chase someone again.
When a proposal goes out through Dubsado or HoneyBook, a sequence fires automatically: a check-in on day three, a case study or testimonial on day seven, and a close on day ten. If they sign at any point, the sequence stops and onboarding starts. You do not need to remember to follow up.
Yes. When a contract is signed, the specialist sets up a chain: Stripe payment link sent, Typeform intake triggered, Notion portal shared, and Calendly booking link for the first session. All of it within minutes of the signature, with no copy-pasting from you.
Your specialist can monitor module completion in Kajabi or activity in Circle and fire a personal-sounding check-in from you when a student goes quiet past a threshold you set. It catches drop-off before it becomes a refund request.
No. You describe the outcome you want and approve the plan. Your specialist picks the tools and builds it. Most coaches are not technical and that is the norm, not the exception.
Every specialist signs an NDA and works on least-access credentials. Automations send from your own accounts and domains, so client data stays in the systems you already control.
Changes are included. Your specialist iterates each week, whether that means adjusting the timing of a follow-up sequence, adding a new intake question, or wiring in a tool you just started using.
Thirty minutes on your messiest week. The three workflows worth automating first are yours to keep either way.
