Workflow Automations
for fitpros

"An automation is a sequence of events that you create to help execute your business processes."

I like to say its the ultimate solution to save you a s*** load of time!
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Manually onboarding your clients?

Having worked with a lot of coaches over the past few years, when it comes to client onboarding, its the area where most of them spend their time but its always the same process for every client.

So why not take some of that time back? Get out of your inbox and automate the repetitive tasks and focus on creating your clients bespoke training and nutrition programs.

Here's a few areas you might be wasting time

  • Booking calls with your clients; stuck in your emails or DM's sending booking links just to get a client on a sales call?
  • Chasing a client for payment, then once they have signed up remembering to send them links to Facebook Groups, Fitness Apps and Welcome packs.
  • Or jumping from one app to the other looking over consultation and par-q forms, checking your notes and trying to find that client email before you can even start programming.
  • Sending clients reminder emails to check in every week.
And that’s just some of the problems I’ve come across, but guess what; I solved each and every one of them for my clients and I can solve yours too.

It's all about creating a plan of action. I like to call this the 'Automation Blueprint'.
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What's the Automation Blueprint?

The blueprint is where I start every automation project.

After I learn exactly how you operate (or want to operate) your business I create an automation blueprint that outlines every step of your clients journey. This document is our plan of action that is guaranteed to save you time.

It includes all the different apps you use and outlines exactly where and what automations will occur.

Here's one example:
A potential Client reaches out on the gram
You get a notification from Calendly
The sales call goes well
The Client pays via stripe 🎉
Client is added to Trello
Mailchimp sends a series of onboarding emails
Typeform gets all the client info for programming
Client details get updated in Trello
Client is added to Trainerize ready for programming

Time for you to do some work...

Wait...are you telling me all I've done so far is send a link to Calendly and had a chat!

Yes...now go create your clients program!

Client gets their program & checks in with you each week.
(That's automated too btw)

And you just saved a S*** load of time!

What you going to do now?

💪

So how do we get started?

Discovery call

We dig deep into you, your business workflows, goals and find out where we can save you time.

Automation Blueprint

A plan of action is created and agreed upon before proceeding.

Connecting all of your apps

I use Zapier to connect all of your apps together and transfer data between.

Email Design

Email is a huge part of communicating with your clients so professionally designed emails are an absolute must.

Testing

This is where the bulk of the work is done. Testing the workflows and making sure that there are no errors.

Sit back and relax

Now that bots are running your business chill out and relax. Or go to the gym...yeh you should probably work out.

Why I’m the right
person for the job

I always like to make sure that we are a good fit for each other so jumping on a call is the best way to do that. I get to know you personally and learn all about your business. When I work with you I look to understand your goals and dive into the details to solve the problems you didn’t even know you had.

I deliver results each and every time because I truly want to help you improve your online business and provide a solution that aligns with your life, your brand and your workflows.

Testimonials

Headshot of Joe Parish, The Coaches Coach
The Coaches Coach

Joe Parish

"I’ve worked with Kev now for the past 7 years and he’s played a pivotal role in my success, development and ability to scale, reach new customers and improve the speed, efficiency and effectiveness of the service I provide."
Headshot of Miriam Rehman, online coach
The Body Confidence Coach

Miriam Rehman

"Before coming to Kev I had knocked up a website quickly on Wix and it was frankly very embarrassing. I needed help not only in creating a professional website but also having a system in place that would make onboarding clients so much easier."
Headshot of Ross Stewart, gym owner
Owner of Improve Glasgow

Ross Stewart

"Kev’s built two websites for me so far and is my go-to for anything web or graphics based. Consummate professional, nothing’s ever a problem and his work is top notch. Your project will be in safe hands with Kev."
Headshot of Joe Parish, The Coaches Coach
The Coaches Coach

Joe Parish

"I’ve worked with Kev now for the past 5 years and he’s played a pivotal role in my success, development and ability to scale, reach new customers and improve the speed, efficiency and effectiveness of the service I provide."
Headshot of Miriam Rehman, online coach
The Body Confidence Coach

Miriam Rehman

"Before coming to Kev I had knocked up a website quickly on Wix and it was frankly very embarrassing. I needed help not only in creating a professional website but also having a system in place that would make onboarding clients so much easier."
Headshot of Ross Stewart, gym owner
Owner of Improve Glasgow

Ross Stewart

"Kev’s built two websites for me so far and is my go-to for anything web or graphics based. Consummate professional, nothing’s ever a problem and his work is top notch. Your project will be in safe hands with Kev."

Looking to start a project?

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