
​CLIENT WORK EXAMPLES
Database Migration
Migrating a real estate office from a grandfathered server based CRM to a new BETA cloud based version.
​
-
Data cleansing and migration
-
Validation and correction of multiple data levels
-
Formulation of processes
-
Documenting process workflows
-
Real-time sharing of learnings with team members, filling gaps between training and implementation insights
-
Problem solving issues and formulating fixes
-
Providing feedback to software provider on information gaps
-
Communication with third party supplier on parallel work
​​
Coaching Program Coordination
Internal administration for Coaches, participant registration to Individual & Group Coaching programs.
​
-
Agreement management in Docusign
-
Creation of participant lists with all registration details
-
Intake survey creation and compilation of results into stakeholder reports
-
Provision of course materials
-
Booking sessions via scheduling system
-
Zoom meeting creation with polls
-
Webinar reminders, follow up of attendees
-
Working in Clickup for all task management and tracking
-
Creation of processes and workflow mapping
-
Wordpress website content editing
Client Management Software
Set up new CRMs / client management software for coaches.
​​
-
Delenta and Satori.app
-
Subscription selection and account setup
-
Collection of all required business information​
-
Entry of all programs including group and multiple session setup, agreements and video call details
-
Entry of client database into Contacts
-
Calendar syncing and adding availability parameters
-
Set up of existing clients to reflect current program status
-
Integration with mailing list and website links
Program Launch Test & Review
Review, edit and test all processes for a new coaching program launch.​
​
-
Creation of welcome cards and guides
-
Proofread and update website content
-
Test and complete onboarding process including landing pages and scheduling systems
-
Webinar moderation
-
Editing lead magnet workbook
-
Set up of email signature
-
Editing and posting articles on LinkedIn
-
Email marketing using MailChimp, Active Campaign
-
Blog article creation on Squarespace
Video Editing
-
Editing a series of small videos into one combined video
-
Editing placement of video clips to match back to content summary for the topic
-
Uploading video to Vimeo channel
-
Creation of branded video titles and social media tiles for video promotion
Document Management
-
Reformatting and creating job descriptions
-
Creating and maintaining spreadsheets
-
Prepare meeting agendas and minutes
-
Produce and send regular reports
-
Image editing in Canva
Systems Setup & Correction
-
Migration of appointment types, existing appointments and contacts into Acuity scheduling system
-
Migration of contacts into Kajabi
-
Correction of all links (socials, website and blog in Kajabi) for booking appointments to Acuity scheduling system
Email Inbox Management
-
Email inbox cleanup in Outlook
-
Email monitoring and/or responses
-
Email archive and spam management
-
Creating template emails
-
Follow up reminders and action tracking