A senior technical virtual assistant who handles scheduling, CRM, client onboarding, and the back-office operations that add ten hours to a coach's week.
Contact MeBy the time a coaching practice reaches this stage, the coach is usually billing six figures, has a waitlist, and is still personally rescheduling clients in Calendly at 9pm. The fix is not more grit. It is a real operations layer.
Client reschedules, no-shows, time zone confusion. I build a scheduling system with proper buffers, automated reminders, and a no-show policy that actually fires.
Each new client gets a slightly different welcome. I build one repeatable onboarding flow: contract, intake form, welcome video, first session prep.
Half the client list is in Kajabi, half in a spreadsheet, half in your head. I consolidate into one source of truth with a real tag taxonomy.
Cohort enrollment, payment plans, Slack invites, intro emails. I templatise the launch so cohort five takes a tenth of the energy of cohort one.
Notes captured in three apps, none searchable. I set up a single client journal per person, searchable, with consistent prompts you actually use.
Newsletters, podcast intros, LinkedIn posts that get drafted and never go out. I take the draft and run the distribution.
Vendor-neutral. I will tell you if a platform is fighting your business model.
Built a clean connection from Acuity booking to Kajabi course access with a 4-email welcome sequence and a Loom intro from the coach.
Pulled 51 weekly group coaching transcripts into a single searchable Word doc, 2.3M characters, in under two hours.
Documented the full 8-week cohort launch into a Notion playbook so the coach could hand the next launch to a part-time helper.
FAQ
Book a free 20 minute call. Tell me where the practice is bleeding time and I will tell you exactly what I would fix in the first 30 days.
Contact Me