Coach Onboarding & Training Automation - Setup Guide
Coach Onboarding & Training Automation - Setup Guide Prerequisites n8n instance (self-hosted or cloud) Google Sheets account Twilio account with SMS-enabled phone number Setup Steps 1. Configure Settings Node Update the "Configuration Settings" node with: GOOGLE_SHEET_ID: Your Google Sheets ID from the URL TWILIO_PHONE_NUMBER: Your Twilio number (format: +1XXXXXXXXXX) BUSINESS_NAME: Your company name TRAINING_PROGRAM_NAME: Your program name MAIN_PRODUCT_NAME: Your main product/service 2. Create Google Sheets Database Create a new Google Sheet with 2 tabs: Sheet1 (Coaches) - Column headers: Name | Phone | Email | Goals | Status | Start Date | Current Day | Last Contact Sheet2 (Training Content) - Column headers: Day | Topic | Message | Audio_URL Add your 30-day training content to Sheet2 (rows 1-30). 3. Setup Credentials in n8n Google Sheets OAuth2 API: Name: "Google Sheets account" Follow Google OAuth setup in n8n Twilio API: Name: "Twilio account" Account SID: Your Twilio SID Auth Token: Your Twilio Auth Token 4. Configure Webhooks Registration Webhook: /webhook/coach-registration Accepts POST with: name, phone, email, goals Response Webhook: /webhook/coach-response Configure in Twilio for incoming SMS 5. Activate Workflow Enable the workflow and test with sample data. Testing Test registration: curl -X POST https://your-n8n-url/webhook/coach-registration \ -H "Content-Type: application/json" \ -d '{"name":"Test Coach","phone":"5551234567","email":"test@example.com","goals":"Test goals"}' Troubleshooting SMS not sending: Verify Twilio credentials Check phone number format (+1XXXXXXXXXX) Confirm Twilio account has balance Google Sheets errors: Verify OAuth permissions Check column names match exactly Ensure Sheet ID is correct Daily automation not running: Check cron schedule is active Verify timezone settings Confirm coaches have "active" status 3. description.md - Marketplace Description (Use the marketplace description from artifact #2, or create a shorter version): Coach Onboarding & Training Automation Automate coaching business onboarding with SMS-based 30-day training programs. Features Automated coach registration via webhook Daily training SMS delivery (9 AM) Smart keyword auto-responses Progress tracking in Google Sheets Weekly motivation messages Audio lesson support SMS compliance (STOP handling) Use Cases Business coaches scaling onboarding Sales trainers automating team development Course creators with SMS follow-up Network marketing team training Requirements Google Sheets account Twilio account with SMS number OPTIONAL: Screenshots If possible, include: Workflow overview screenshot Sample Google Sheets structure Example SMS messages received. An n8n automation workflow template by Ronnie Craig.
Ronnie Craig
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