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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

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