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Automation for Coaches and Consultants

September 23, 20252 min read

Automation for Coaches and Consultants: Let the TYA Portal Handle the Admin While You Focus on Impact

You became a coach or a consultant because you wanted to make a difference. You wanted to help people, solve problems, inspire change or bring ideas to life. You probably did not expect to spend so much time chasing paperwork, answering the same questions, or manually sending reminders.

For many service-based business owners, admin becomes a silent drain on their time and energy. You find yourself repeating the same steps every time a client books in, signs up or finishes working with you. The good news is, there is a better way to handle it.

The TYA Portal gives you the tools to automate the admin that comes with delivering a high-touch service, without losing the human feel your clients value.

You can set up personalised workflows that reflect your process and brand. For example:

  • When someone signs up for a discovery call, they instantly receive a confirmation, a welcome message and any prep materials you want to share.

  • A reminder goes out automatically before the session to reduce no-shows.

  • After the session, a follow-up message is sent with the next steps or a link to book the next stage.

  • If someone completes a programme or finishes a project, they receive a thank-you message, a review request or even a rebooking offer a few weeks later.

Each of these steps can be completely tailored. You choose the wording, the timing and the conditions. You stay in control of what your clients receive and when, but you no longer need to press send every single time.

This is not about replacing relationships. It is about supporting them with better systems. When you automate the background admin, you create space to be more present during the parts of your business that matter most.

Whether you work one-to-one, run group sessions or deliver creative services, the TYA Portal can take care of the repetitive work. That means fewer manual tasks for you and a smoother experience for your clients.

You do not need to hire a full admin team. You just need the right setup. With personalised automation in place, you can deliver a premium experience without the constant workload. Your clients feel seen and supported, and you stay focused on the impact you set out to make.

If you would like to find out more about how we can help, book a discovery call by clicking here

#CoachLife #ConsultantSupport #TYAPortal #ClientExperience #SmartSystems #BusinessAutomationTools #FreeUpYourTime


Michele Ibbs is the founder of Truly Yours Agency and I’m Your P.A., with nearly two decades of experience helping small businesses stay organised, grow sales, and make their systems work smarter. Known for her practical, friendly advice and love of no-nonsense automation, Michele believes that tech should support humans, not replace them.

Michele Ibbs

Michele Ibbs is the founder of Truly Yours Agency and I’m Your P.A., with nearly two decades of experience helping small businesses stay organised, grow sales, and make their systems work smarter. Known for her practical, friendly advice and love of no-nonsense automation, Michele believes that tech should support humans, not replace them.

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