Admin Automation Checklist for Business Coaches

Session Documentation & Follow-up

Transferring handwritten session notes to client Google Docs
Voice note your debrief while walking to the car; Christine types and files it right away.
1h 30m/week
Automatable
Drafting and sending session summary emails with action items
Text 'Send Marcus his summary'; Christine drafts the recap with homework and hits send.
1h/week
Automatable
Creating one-page action plans from session discussions
Dictate the plan structure; Christine builds a formatted Google Doc with columns.
45 min/week
Automatable
Deciding on strategic pivots during live coaching
This needs your expert intuition and real-time rapport with the client.
0 min/week
Manual

Reviewing past action items before Monday's back-to-back calls
Christine pulls together a pre-call briefing sheet with status updates from last week.
1h 15m/week
Automatable
Sending mid-week check-in texts to clients like Priya or Tom
Set reminders via text; Christine prompts you or sends the nudge automatically.
40 min/week
Automatable
Tracking scattered client questions across SMS and email
Puts all queries into one list so no Loom video or question gets missed.
30 min/week
Automatable
Delivering tough feedback on a client's stalled progress
High-emotional intelligence conversations need your personal voice and timing.
0 min/week
Manual

Reconciling session counts for monthly invoicing
Tracks regular vs. makeup sessions in Sheets to stop under-billing $175 slots.
50 min/week
Automatable
Rescheduling clients and managing buffer times between calls
Text 'Move Ananya to Friday'; Christine updates Calendar and adds 15-min buffers.
35 min/week
Automatable
Chasing late payments from group program participants
Sends polite payment reminder emails based on your invoice due dates.
25 min/week
Automatable
Negotiating custom enterprise coaching contracts
Complex deal structuring and rate negotiation need your direct involvement.
0 min/week
Manual

Check off automatable tasks above to see how much time and money Christine could save you each month.

Ready to automate your admin?

Christine handles your emails, scheduling, documents, and more — so you can focus on business coaches.

Automatable — Christine handles this for youManual — requires your personal judgment or presenceEstimated weekly time cost for this task