CLIENT ONBOARDING & PM TOOL SYSTEM IMPLEMENTATION
Committed to Your Coaching Business
If you’re hoping to truly show up for your coaching clients, know everything flows at ease, no single step is missed, and you’d love to make a great first impression… this service is for you.
We’ll help you implement an efficient client onboarding system to help you wow your clients, introduce them to your workflow & expected deliverables, and set the right expectations. This way you’ll start off on the right foot and impress them with a seamless & effective onboarding process.
And that’s not all.
We can also implement a project management tool to keep all of your projects neatly organized and ‘under one roof’. This allows your team to stay on track with the goals and the necessary tasks to achieve them. For each task, everyone receives a clear timeline so that everything gets completed on time.
PM tool helps you ensure a vibey workflow, a motivated & productive team, and a stress-free work process. All the tasks, projects, and resources will be clearly organized, easily accessible in one place, and will provide a clean real-time overview of what’s happening in your business.
You and your team will be able to stay on top of things, provide excellent service, and this way have many ‘excited to come back’ clients.
Having systems and processes in place is the core of any successful business. If you’re ready to be one of them, we’re here to help!
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Some of our services in this section:
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Reviewing of the key systems needed to run the business, such as client onboarding and managing projects/launches
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Creating processes for key systems within the business
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Implementing automated tools & software to manage these systems
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Creating and maintaining Standard Operating Procedures (SOP) for those systems
Are you determined to scale your business, build financial abundance, and focus on the things that truly matter to YOU? Ready to become more engaged with your life than with your to-do list?
Since you made it all the way down here… I believe the answer is yes. 😉 You’d like to open up the space to not only accomplish all your goals, but also to fully rest, play, and live life.
Well, my team and I will be excited to make this your reality. If you’d love us to join you on this beautiful ride and help you with all the ~messy & unpredictable… we’re here for you every step of the way.
Just fill out the application below and I’ll be in touch with you asap.
If you have other questions or are looking to collaborate, you can reach out directly at ioana.luca@assistifycoaching.com. Expect to hear from me within 48 hours during business hours (Monday - Friday from 10am to 5pm Eastern European).