What’s The Right Time To Automate In A Growing Coaching Business With Paul Sokol Scale Point podcast

What’s the Right Time to Automate in a Growing Coaching Business with Paul Sokol

7d ago 43:43

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In this episode of the Scale Point Podcast, host Heather Wanninger sits down with Paul Sokol, automation strategist and former Infusionsoft expert, to discuss how coaches can scale smarter—not harder. Paul takes listeners behind the scenes of his automation philosophy: relationships at scale.

With a blend of storytelling, tactical advice, and real-life case studies, Paul shares:

Why good automation mimics real human interaction.
The “weekly redeemer” follow-up strategy that increases client response rates.
How to avoid the most common automation failures.
What to document in SOPs so your team actually uses your systems.
When coaches should (and shouldn't) start automating.

If you’re a coach who’s ready to ditch the chaos, reduce repetitive tasks, and create better client experiences, this episode is for you.

Don’t forget to grab Paul’s free mini-course: https://lp.paulsokol.me/automate-like-a-pro-free-mini-course.html

Timestamps:
00:00 – Welcome and intro to Paul Sokol
01:38 – What “automation” really means for coaches
06:55 – Paul's journey from Cutco knives to Infusionsoft
11:32 – How automation builds relationships at scale
17:04 – The “Weekly Redeemer” timing technique
23:45 – Common automation mistakes (and how to avoid them)
30:14 – Automating with the customer journey first
36:01 – Real-life examples: follow-up workflows and coaching emails
41:18 – When to automate (and when not to)
46:33 – SOPs and training your team to use systems
51:47 – The 80/20 rule of AI in automation
57:12 – How coaches can start automating profitably today
1:01:25 – Get Paul’s free course: Automate Like a Pro

Subscribe for more weekly episodes on how to scale, own, and exit your coaching business.

Visit Paul Sokol online:

Website: https://www.bepro.events/?utm_source=linkedin&utm_medium=profile&utm_campaign=cta

LinkedIn: https://www.linkedin.com/in/voyicks/

#CoachingSystems #AutomationStrategy #ScalePointPodcast #OnlineCoachingBusiness #PaulSokol #BusinessWorkflows #KeapCRM #AIForCoaches #ClientExperience #ScalingWithSystems

18 episodes