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":"[email protected]","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):
```markdown
# 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

4. OPTIONAL: Screenshots
If possible, include:

Workflow overview screenshot
Sample Google Sheets structure
Example SMS messages received