AI Skills · Self-paced course
Automating Client Work
Automate the repeatable parts of client delivery, from intake and onboarding to reporting and follow-up, without losing the personal touch.
$350
One-time payment · Self-paced course · 6 modules · 18 lessons
Enroll now — $350Read a free preview lesson
What this is
Most client businesses repeat the same steps for every project: collecting information, sending welcome emails, chasing files, building status updates and sending invoices. This course helps you find those repeatable steps, standardize them, and automate them with forms, templates, AI drafting and simple workflow tools. The aim is not to remove you from the relationship but to free your time for the parts clients actually value. You finish with a mapped client journey and a set of automations you can switch on for your next client.
You work through it at your own pace, lesson by lesson, applying each exercise to your own situation. It does not promise time saved, income or business results; what you get out of it depends on how you apply it to your own work.
What you will be able to do
- Map your client journey from first enquiry to final invoice
- Spot the steps that are repeatable, rules-based and safe to automate
- Build intake forms and onboarding sequences that collect what you need up front
- Use AI to draft status updates, meeting summaries and reports you then review
- Automate reminders, file requests and invoicing hand-offs
The curriculum
Mapping Client Delivery
- Your Delivery From Start to Finish
- Where the Hours Go
- Choosing What to Automate First
Standardizing Before Automating
- Why Standardise First
- Writing the Standard Version
- Templates for Repeated Work
Intake and Onboarding
- A Better Intake Form
- Automated Welcome Steps
- Kick-off Without Chasing
AI-Assisted Delivery
- Where AI Helps in Delivery
- Prompts for Client Work
- Quality Checks on AI Drafts
Reminders, Files and Billing
- Reminders That Run Themselves
- Files and Folders
- Invoices and Payment Follow-up
The Human Layer
- What Should Stay Personal
- Telling Clients How You Work
- Reviewing Your Automations
This is for you if…
- You run client projects and lose hours to admin
- You want onboarding, updates and hand-offs to run on their own
- You want automations your clients will actually notice
- You want to keep a human check on anything client-facing
What you get
- 6 modules and 18 lessons, self-paced
- A short practical exercise at the end of every lesson
- A free preview lesson so you can check the format before you buy
- Access in your CourseVu account after a one-time payment
- A clear, ordered path from the fundamentals to applying the skill in your own work
Questions
Do I need any experience to start?
Freelancers, consultants, agencies and service providers who deliver similar work to several clients and feel buried in admin. You need a client list, the tools you already use for email and files, and willingness to write down how you work today.
How long does it take?
It is self-paced. There are 6 modules and 18 lessons, and you can move through them as quickly or slowly as suits you.
Can I see a lesson before I buy?
Yes. Use the "Read a free preview lesson" button to open a full lesson from the course before you enroll.
Does this promise income or business results?
No. It does not promise time saved, income or business results; what you get out of it depends on how you apply it to your own work.
Does this include a certification or credential?
No. This is a practical skills course for your own learning. It does not award a certification, licence or professional credential.
Educational content only. No income, revenue or earnings results are promised or implied. What you get out of this depends entirely on your own effort, circumstances and market. Earnings disclaimer.