For Online Coaches · Consultants · Small Agencies
You're a coach. So why are you the admin department?
Manual CRM updates. Copy-paste onboarding. Follow-up that depends on memory. I build automation systems for coaches and consultants that take that work off your plate for good.
What does an automation consultant for coaches do?
An automation consultant maps where your coaching business loses hours to manual work, then builds systems that do that work automatically: lead follow-up, client onboarding, appointment confirmations, CRM updates, and invoicing. You keep coaching. The admin runs itself.
I'm Roxli Cahayag, an automation consultant working with online coaches, consultants, and small agency owners doing $8k to $25k/month in the US, UK, Canada, and Australia. I build in the tools you likely already pay for: GoHighLevel, Zapier, Make, n8n, plus OpenAI and Claude where AI genuinely helps. Typical outcome: 10 to 25 hours of manual work eliminated per week.
Sound familiar?
These are the patterns I see in almost every coaching business at your stage. None of them are discipline problems. All of them are systems problems.
The lead that got away
Someone filled out your form while you were on a client call. You replied the next morning. They booked with whoever replied that night.
Onboarding by copy-paste
Every new client gets the same welcome email, the same forms, the same folder setup. You build it by hand every time, and sometimes a step gets missed.
The Zapier graveyard
You tried DIY automation. A few zaps still run. A few broke silently months ago and you found out from a client.
CRM as a chore
Your pipeline is only accurate right after you spend an hour updating it. So it's almost never accurate.
Systems I've built that fit coaching businesses
Real builds from my 13-system portfolio, picked for the problems above.
Lead Capture, Score & Assign
Leads scored, routed, and actioned in seconds. Nothing waits in an inbox.
Read the case study →
Appointment Confirmation
Every booking triggers tags, emails, and pipeline updates automatically.
Read the case study →
Marketing Sales Funnel
Scoring, sequences, and follow-up reminders. No lead goes uncontacted.
Read the case study →
AI Voice Receptionist
Bookings, reschedules, and cancellations handled 24/7 by AI.
Read the case study →
AI Content Repurposing
One recording becomes published content across platforms.
Read the case study →
Automated Leads Enrichment
Warm, enriched, pre-drafted leads. Zero research time.
Read the case study →Common questions from coaches
What should a coaching business automate first?
Lead follow-up, almost always. It's where the most revenue leaks: a lead fills out your form, you're on a client call, and by the time you reply they've booked with someone else. After follow-up: client onboarding, appointment reminders, then invoicing and payment tracking.
How much does automation cost for a coaching business?
Projects start at $500 for a single workflow and $1,500 for a full CRM pipeline build in GoHighLevel. Every project is scoped and quoted after a free 30-minute discovery call, so you know the price before anything gets built.
I already use GoHighLevel. Can you work inside it?
Yes. GoHighLevel is one of my core platforms. Pipelines, lead scoring, appointment workflows, tags, and follow-up sequences, plus API connections to tools outside GHL. More on my GoHighLevel work →
Find out where your hours are going
Free 30-minute call. You leave with your top 3 automation opportunities, whether we work together or not.
Book a Free Discovery Call