If you’re trying to grow your book coaching business, you’ve probably heard that automation is the key to being able to take on more clients without burning out. And while that’s mostly true… the trick is knowing when, and where, automation will enhance your coaching services and not replace the human elements that make it special.
Automating the right parts of your business can give you more hours to help your writers, reduce errors, and create a smoother client experience. But if you go too far, you risk losing the personal touch that makes book coaching so valuable.
What You Should Automate
Think of the repetitive, time-draining tasks in your business that don’t need your manual input. Setting these up once can free up hours every month.
1. Scheduling Calls
Use tools like Calendly or the scheduler in your CRM to let clients book sessions automatically based on your availability. No more back-and-forth emails.
2. Client Intake Forms
Create a a branded onboarding form template you can send as soon as a new client books a package with you. Include everything you need up front: goals, outline and page deadlines, contact info, etc.
3. Payment Reminders and Invoicing
Set up automated invoices and reminder emails in your CRM or your payment processing platform to help you stay paid on time—without awkward follow-ups or missed payments.
4. Session Reminders
A quick email or calendar notification sent automatically helps clients stay on track (and keeps you from having to remember to send it).
5. Welcome & Onboarding Sequences
An automated welcome email that outlines what to expect, how to access sessions, and how to contact you can set the tone for a great relationship with your book coaching clients.
Automation Isn’t About Doing Less—It’s About Doing More of What Matters
When you automate the right things, you create space helping writers achieve their dream. Wouldn’t it feel great to spend less time chasing forms, resending invoices, and scheduling emails—and more time supporting your 1:1 clients, or finally planning that group program or retreat you’ve been thinking about.
Of course, there are aspects of your business that build trust, connection, and a strong client experience and are worth the few extra minutes. With that in mind, in my next blog post, I’ll share the things you shouldn’t automate.
Need Help Setting Up the Right Systems?
As an Online Business Manager (OBM) who works exclusively with book coaches, I can help you figure out:
- What to automate
- How to streamline your onboarding
- Which tools are worth it (and which ones to skip)
- How to make your business run smoother behind the scenes
You don’t need a full system overhaul to see results—sometimes just a few automations can free up hours each week. Book a free Discovery Call to see how I can help you figure out the next steps for your business.
Over to You
I’d love to hear from you! Leave a comment on what areas of your business have you automated? Do you feel the automation helped you or made things more complicated?