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
1Follow a client
We trace one client from first inquiry to the end of a package and note where your time goes.
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.
3Build and try it
I build the flow and you run a few real clients through it. We adjust the wording, timing and screens.
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
Tell me what you have in mind, and I'll tell you how I'd build it.