Client:
A successful online business coach managing a small team, struggling with inefficiencies in client management, scheduling, and internal communications. The coach needed a streamlined system to improve workflow and free up time for scaling their coaching business.

Challenge:

• Manual processes for onboarding new clients and managing client communication.
• Difficulty keeping track of client schedules, projects, and internal tasks, leading to lost time and missed opportunities.
• The business owner was unable to focus on scaling efforts due to time spent on operational tasks.

Solution (Tools Used):

• Implemented Kartra to automate client onboarding, engagements, and payments, centralizing all client communication in one platform.
• Set up a ClickUp project management system to organize the coach’s projects, scheduling, and internal team tasks, ensuring seamless communication and task management.
• Integrated Calendly with Kartra to automate call scheduling, syncing with ClickUp for streamlined workflows.

Outcome:

• Saved 15 hours a week in manual client management tasks by automating client acquisition and scheduling.
• Increased the coach’s ability to focus on high-level strategy and scaling efforts.
• Improved task management and internal communication, reducing missed deadlines by 50%.

Interested In Similar Services?

If you are in need of operational efficiency backed by systems and data that drive team and client success – Book A Call Today to learn more how we can help! 

Mari Torres at The Ops Flow