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AI Agents & Automation

Client management and automation for coaches

Coaching runs on trust, but the admin around it eats your week: forms, reminders, payment chasing, notes. I've built a coaching business platform for a client, and I connect your booking and payment tools into one tidy flow, with a client portal where one is missing.

Updated

Problems this solves

  • New clients fill in a form, but you retype it into notes and a calendar yourself.
  • You chase clients for payment and send reminders by hand, and some sessions still get missed.
  • Session notes sit in different apps and you can't see a client's progress at a glance.
  • Inquiries from your site and social media get a slow reply, and some never get one.

What I build

  • Intake forms that feed a client record and book the first session
  • Automatic reminders and follow-ups before and after every session
  • Payment links through the provider you already use, with the status tracked for you
  • Session notes and goals stored per client, with progress shown over time
  • A private client portal for homework, resources and booking
  • Lead capture from your website that creates a record and sends a prompt reply

How it works

  1. 1Follow a client

    We trace one client from first inquiry to the end of a package and note where your time goes.

  2. 2Plan the system

    We choose what to connect from your current tools and what needs a custom portal, and keep it as simple as possible.

  3. 3Build and try it

    I build the flow and you run a few real clients through it. We adjust the wording, timing and screens.

  4. 4Roll out gently

    Existing clients move over a few at a time, and you keep full access to your data and every account.

Work that shows it

Tools I use

  • Next.js
  • TypeScript
  • Supabase and PostgreSQL
  • Authentication and client portals
  • Calendly or Cal.com booking
  • Stripe or Razorpay payment links
  • n8n
  • Email and WhatsApp APIs

Working with clients abroad

I work remotely with clients worldwide from Assam, India, and in person across Assam and Guwahati. Quotes are in USD and paid by Wise or international bank transfer. Code lives in your GitHub from day one, and you get a staging link to try at every step.

Questions

Not necessarily. I connect the booking and payment tools you already use. I only build a custom portal or admin area for the parts those tools don't cover.
Payment links go through your existing provider, such as Stripe or Razorpay, so the money goes straight to your own account. I never hold your funds.
Yes. I work remotely with clients in several countries and quote in USD, paid by Wise or international bank transfer. I've built a coaching platform for a client before, and I start from your real workflow.
You do. The database and accounts are in your name and you get the source code. I can also build an admin panel, like the one I run for my own site.
It depends on how many tools you use and whether a portal is needed. You get an estimate after a first call, and a working version to try early.

Tell me what you have in mind, and I'll tell you how I'd build it.