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Automate to Elevate Your Coaching (Meredith Eisenberg)

  • Episode #129

Melinda and guest Meredith Eisenberg dig into a crucial topic for any coach looking to optimize their practice: automation. In this episode, they discuss how automating essential tasks can streamline operations, deepen client relationships, and prevent errors.

Meredith Eisenberg is the Head of Coaching and Customer Success at Connect 365.

In this episode Melinda and Meredith talk about: 

  • The importance of automation in coaching practices 
  • Identifying and automating problematic and inconsistent tasks 
  • Automation’s impact on attitudes and accuracy 
  • Indicators for automation, including repetitive task frustration and mistakes 
  • Conveying the right tone through automated communication to maintain professionalism and trust 
  • Email automation best practices, including setting up separate test emails and ensuring tech functionality 
  • Measuring the effectiveness of automation by tracking lead generation, onboarding, retention rates, and time saved 
  • Overcoming fears and mistakes in automation while emphasizing authenticity and transparency 
  • Initial steps for coaches, focusing on onboarding and lead generation 
  • Advanced automation techniques, such as check-ins, post-call summaries, and personalized automated messages 
“By automating a constant stream of outreach to people who would be good referral partners, who would be good clients, you’re saving yourself from that up and down and up and down, because you have a pipeline of people ready to come in.”

— Meredith Eisenberg

Meredith Eisenberg teaches entrepreneurs how to get off the cash-flow roller coaster by creating a high-tech and high-touch sales system that allows her clients to focus on their zone of genius. Over the past 20 years, she has helped many business owners to scale their business to six figures and beyond, and she is currently the Head of Coaching and Customer Success at Connect 365.

Meredith lives in Albuquerque, New Mexico, with her husband Jamie and three dogs. Her daughter is currently studying astrophysics in college. During her free time, Meredith likes to hike, dance, and make the world a better place through her involvement in Rotary.

Resources or websites mentioned in this episode:
Coaches Console
Melinda’s book: The Confident Coach
Meredith’s LinkedIn:
Connect 365

Host: Melinda Cohan 
Producer: Michi Lantz 
Supervising Producer: Cynthia Lamb 
Audio Editor: Michi Lantz 
Executive Producer: Danny Iny 
Music Soundscape: Chad Michael Snavely
Making our hosts sound great: Home Brew Audio

To catch the great episodes that are coming up on Just Between Coaches, please follow us on Mirasee FM’s YouTube channel or your favorite podcast player. And if you enjoyed the show, please leave us a comment or a starred review. It’s the best way to help us get these ideas to more people. 

Music credits: 
Track Title: Clouds 
Artist Name: Acreage 
Writer Name: Marshall Usinger 

Track Title: Coastline Dream 
Artist Name: Wild Sky 
Writer Name: Adam Simons 

Track Title: Coo Coos 
Artist Name: Dresden, The Flamingo 
Writer Name: Matthew Wigton 

Track Title: Stars & Trees 
Artist Name: Outside The Sky 
Writer Name: Dustin Ransom 

Special effects credits: 

24990513_birds-chirping_by_promission used with permission of the author and under license by AudioJungle/Envato Market. 

Episode transcript: Automate to Elevate Your Coaching (Meredith Eisenberg).


Just Between Coaches

This show is like Oprah’s couch, where conversations cut straight to the heart of the topic, but... it’s only for coaches! Melinda Cohan of the Coaches Console explores the tough questions coaches face on a regular basis. With a new guest host each episode, Melinda provides tactical advice and strategies to address issues like “How do I deal with price resistance?” and “Should I fire my client?”