14d • 🏆 Wins
How a Coach Automated Her Entire Client Journey
One of my clients — a business coach — used to manually onboard every new client. She sent emails, created folders, shared links, and tracked payments by hand.
We built a no-code client journey system using Tally + Airtable + Make + Gmail.
Here’s what happened:
- When a new client signs up via Tally → Airtable stores their info.
- A client folder is auto-created in Google Drive.
- A welcome email goes out with resources and next steps.
- Payment status updates automatically from Stripe.
Result: onboarding time dropped from 30 minutes to 2 minutes — and the client experience became smooth and consistent.
That’s what happens when systems work for you, not against you.
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How a Coach Automated Her Entire Client Journey
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