Hi, I'm Jesse Parker (they/them).

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_{Certified Automation Architect.}

As a Certified LCS Life Coach, Zapier Alum, and former CEO of a tech consultancy, I've dedicated my life to the art and science of workflow automation and future business technologies.From solopreneurs to 7/8-figure CEOs and Fortune 500 giants, I've equipped countless businesses with sustainable systems that thrive independently.Today, I am bringing this expertise to life coaches like you, providing you with the tools, methods, and frameworks needed to create simple, sustainable systems.

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Lead Management

Capture & Nurture New Leads: Uncover lead capturing strategies, automated welcome email sequences, and instant lead magnet delivery to convert website visitors into engaged potential clients.

Client Onboarding

Welcome New Clients: Automate welcome emails, integrate self-booking systems, and create custom onboarding videos to ensure a smooth and personalized experience for your clients from the very beginning.

Client Engagement

Motivate and Retain Clients: Discover how to leverage milestone-based engagement triggers, targeted event invitations, and automated testimonial requests to keep your clients excited and on track for success.

Client Feedback

Gather Valuable Insights: Harness the power of periodic engagement surveys, automated feedback collection, and exit surveys to continuously improve your services and provide the best possible coaching experience for your clients.

Client Management

Effortlessly Track Progress: Learn efficient ways to track purchased, used, and remaining sessions, automate client-specific task creation, and streamline client management for better organization and focus.

Scheduling & Booking

Eliminate Scheduling Headaches: Discover how to implement automated confirmations, calendar syncs, appointment reminders, and a user-friendly system for rescheduling and cancellations.

Meetings & Notes

Boost Meeting Efficiency: Explore automated note-taking and transcription services, recurring meeting agenda creation, and eliminating unnecessary status update meetings to increase meeting productivity.

File & Folder Management

Organize Your Business: Learn how to automate tasks like saving receipts/invoice attachments, creating documents from form submissions, and conditional resource sharing for a streamlined and organized file management system.

Payments, Invoices, & Contracts

Streamline Your Accounting: Discover ways to automate invoice generation, integrate payments upon contract signing, and secure digital storage of signed contracts. Plus, gain insights into streamlining tax preparation and client renewals.

Customer Support

Deliver Stellar Support: Learn how to leverage forms to create support tickets, utilize suggested support processes, and implement automated satisfaction surveys to offer exceptional customer service and resolve client issues efficiently.

Webinar Management

Host Engaging Webinars That Convert: Explore automated webinar registration, pre-webinar engagement sequences, reminder notifications, and post-webinar follow-ups.

Course Management

Deliver a Seamless Learning Experience: Unlock the secrets of automated course enrollment, welcome and follow-up sequences, student onboarding automation, and personalized learning paths to provide a high-quality learning experience for your clients.

Community Management

Foster a Thriving Community: Discover ways to automate discussion forum moderation, update your email list with membership changes, celebrate member milestones, and send automated tier upgrade notifications.

Networking

Expand Your Reach & Build Partnerships: Utilize automated event invitations and information collection to streamline networking efforts and forge valuable connections.

Choose the "Right" App

Learn the S.A.F.E.R. Method: A guide for choosing software applications that meet your needs and enable automation opportunities.

Secure Your Spot in the Future

Welcome to the technological revolution.Automation and AI are evolving faster than any technology humanity has ever seen. It's an existential shift that is reshaping and revolutionizing the way we operate our businesses.Failing to understand and integrate these technologies won't just place you behind others—it risks your relevance in the market. If you're not capitalizing on this, it's only a matter of time before your competitors do. In fact, they likely already are.Stay ahead with a Hybrid Intelligence Strategy.A Hybrid Intelligence strategy isn't just about keeping up; it's about staying ahead. It's how we do more in less time and with less effort. How we can serve our clients AND ourselves at the highest level possible.

Hi, I'm Jesse Parker (they/them). 👋

Operations Expert & Certifed Life Coach.

I get it—when running your business, there’s so much to consider: how to choose the right tech, streamline your onboarding, and track your client's progress.What if you could automate the admin tasks that get in the way of serving your clients?Managing emails, planning and scheduling, and organizing client notes—You start here with Streamlined, your roadmap to a scalable, efficient coaching business.

Transform your business with automated systems that handle the admin tasks, freeing you to focus on coaching.

Transform your business with automated systems that handle the admin tasks, freeing you to focus on coaching.

Transform your business with automated systems that handle the admin tasks, freeing you to focus on coaching.

Automate the Admin

Transform your business with automated systems that handle the admin tasks, freeing you to focus on coaching.

Create High-Quality Client Interactions

Design a personalized, scalable client journey that makes every client feel valued, ensuring they receive individualized attention and support from day one.Utilize automated systems to create a more impactful and tailored journey for each client, ensuring that you maintain high-quality interactionsImplement efficient onboarding and offboarding processes that enhance the client experience and retention.

Streamline Client Management

Implement efficient onboarding and offboarding processes that enhance the client experience and retention.

Build a Strong Foundation

Drive Scalable Growth

Create a sustainable business model that allows you to serve more clients without the stress of daily operations.