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.htmlTimestamps: 00:00 Introduction to Automation00:24 Welcome to the Scale Point Podcast01:09 Meet Paul Soel: The Automation Authority02:26 Paul's Journey: From Candy Sales to Automation Expert04:48 The Importance of Automation in Business08:58 Common Mistakes in Automation17:20 When to Start Automating Your Business21:42 Fixing Zoom Link Issues22:15 Building Long-Lasting Automations22:26 Networking Campaigns and Automation23:38 Training Your Team with SOPs25:31 Creating Effective Training Videos26:48 Balancing Vision and Execution29:46 Leveraging AI in Business34:15 Profitable Automations for Coaches37:26 How to Automate Like a Pro42:00 Final Thoughts and TakeawaysSubscribe 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=ctaLinkedIn: https://www.linkedin.com/in/voyicks/

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