ApproveThis manages your Simply.Coach Integration approvals.

Why These Two Tools Are Better Together

Let’s get real: most approval processes suck. You’ve got coaches chasing down signatures, finance teams drowning in invoice spreadsheets, and client onboarding that moves slower than a dial-up connection. This is where ApproveThis and Simply.Coach come in – like peanut butter and jelly for operations teams.

ApproveThis cuts through approval chaos with automated workflows that actually make sense. Simply.Coach keeps coaching businesses organized with client management that doesn’t make you want to pull your hair out. Connect them via Zapier, and you’ve got a system where client requests, invoices, and engagements move forward automatically – no more “Hey, did you see my email?” slack messages at 9 PM.

What Happens When You Stop Playing Approval Tag

Coaching firms using this combo typically see:

• 75% faster client onboarding: New contacts get verified and approved before your coffee cools
• Zero invoice errors reaching clients: Automatic checks catch discrepancies pre-billing

HR teams ditch the spreadsheet jockeying for contractor approvals. Finance stops playing detective with billing details. And coaches? They actually get to coach instead of herding approval cats.

Real-World Automation That Doesn’t Feel Like Robot Overload

Use Case 1: Client Intake That Doesn’t Require a PhD in Follow-Ups

Picture this: A new client signs up through Simply.Coach. Before their info ever hits your CRM, ApproveThis automatically:

• Routes contact details to your compliance team
• Flags missing NDAs or intake forms
• Pushes approved profiles to your coaching roster

Who this helps: Leadership development firms processing 50+ executive clients monthly. No more “Oops, we never signed the confidentiality agreement” moments.

Use Case 2: Invoices That Don’t Require a Magnifying Glass

When Simply.Coach generates an invoice for coaching hours, ApproveThis jumps in to:

• Check against contracted rates automatically
• Require dual approval for charges over $5k
• Push approved invoices to QuickBooks without manual entry

Who this saves: Consultancies with retainers and multi-coach engagements. Finance leads sleep better knowing no billing errors reach their enterprise clients.

Use Case 3: Client Offboarding That Actually Closes the Loop

When a coaching engagement ends in Simply.Coach, ApproveThis triggers:

• Automatic NDA renewal requests
• Final deliverable sign-offs from stakeholders
• Archiving of sensitive materials post-approval

Who this protects: Therapy practices and counselors handling sensitive client data. Compliance teams get airtight audit trails without the paperwork.

Setting This Up Without Losing Your Mind

Here’s the beauty part – you’re not building the Mars rover here. With Zapier, it’s three steps:

1. Connect Simply.Coach to Zapier (takes 2 minutes)
2. Choose your trigger – new contact, invoice, etc.
3. Set ApproveThis rules: Who approves what, escalation paths, auto-approval thresholds

Pro tip: Start with one workflow (like invoice approvals) before scaling to client onboarding. Most teams get their first automation live in under an hour.

Why Your Team Leads Will Actually Use This

For HR & Operations

New coach hiring gets streamlined with:

• Background check approvals tied to Simply.Coach access
• Contractor rate negotiations logged automatically

Vacation delegation in ApproveThis means approvals never stall because someone’s at a retreat. Because apparently, people still take those.

For Finance Teams

Approval thresholds auto-approve small expenses but require eyes on big-ticket items. Calculated fields in ApproveThis cross-check Simply.Coach hours against budgets in real time – no more end-of-month surprises.

For Client-Facing Coaches

When a client requests extra sessions in Simply.Coach, ApproveThis:

• Checks their remaining package hours
• Routes upsell opportunities to account managers
• Auto-generates amended proposals upon approval

Bonus: External clients can approve requests via email without needing a Simply.Coach login. No more “I can’t find the portal” support tickets.

The Nuts and Bolts That Make This Work

ApproveThis brings three secret weapons to the Simply.Coach party:

• Approval Groups: Need sign-off from both a client’s HR lead AND legal? Set it as sequential or parallel approval paths.
• Real-Time Dashboards: See every pending coaching contract, invoice, or intake form in one place. Color-coded because adulting is hard.
• Conditional Logic: Automatically route enterprise client approvals to senior team members, others to junior staff. No micromanaging required.

Common “Yeah Buts” We Hear

“We have custom approval rules”
So do 83% of our users. ApproveThis handles multi-layer conditions like “If contract value >$10k AND client is in EU, require GDPR review.”

“Our clients won’t learn new tech”
They don’t have to. Approvers get clean email links – one click to approve/reject. No logins, no passwords, no 10-step guides.

How to Not Screw This Up

Start small: Automate one painful process (like expense approvals) first. Document who needs to approve what – 70% of setup hiccups are unclear ownership, not tech issues.

Use ApproveThis’s audit trails religiously. When compliance asks “Who approved this client waiver?” you’ll have timestamps, comments, and digital fingerprints.

Bottom Line: This Isn’t Just Another Tech Stack Paperweight

Coaching businesses using ApproveThis + Simply.Coach via Zapier report closing contracts 40% faster and reducing billing errors by 90%. Not because they hired more staff, but because they stopped drowning in manual processes.

Ready to stop being your team’s human reminder app? Book a 15-minute demo or start a free trial. Worst case? You’ll finally have time for that leadership retreat they keep talking about.