Automation and Funnel Management in a Dual Coaching Business

Introduction to the Dual Coaching Business

Survey-Based Lead Qualification Process

Onboarding and Client Success Management

Lead Nurturing and Engagement Strategies

Summary and Closing Remarks

The video discusses the automation workflows and funnel management for a dual coaching business, focusing on lead qualification through surveys, client onboarding, and ongoing client success strategies including bi-monthly meetings. It highlights the process of filtering leads, nurturing unqualified leads, and maintaining engagement through structured follow-ups and access to courses.

Portfolio - Automation and Funnel Management in a Dual Coaching Business

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