Virtual assistant supporting a coaching business

    Stay in the coaching seat, not in the inbox.

    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.

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    Built for coaches with teams running real practices, not side hustles.

    By 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.

    • Executive, leadership, business, and life coaches with consistent monthly revenue.
    • Practices running on Acuity, Calendly, SavvyCal, Kajabi, Practice, or Paperbell.
    • Coaches selling group programs, masterminds, retreats, or 1:1 packages.
    • Anyone whose calendar, inbox, and CRM are still three separate problems.

    What I take off a coach's plate.

    Scheduling whack-a-mole

    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.

    Onboarding that feels different every time

    Each new client gets a slightly different welcome. I build one repeatable onboarding flow: contract, intake form, welcome video, first session prep.

    A CRM nobody trusts

    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.

    Group program launches that exhaust you

    Cohort enrollment, payment plans, Slack invites, intro emails. I templatise the launch so cohort five takes a tenth of the energy of cohort one.

    Session notes that disappear

    Notes captured in three apps, none searchable. I set up a single client journal per person, searchable, with consistent prompts you actually use.

    Marketing that always slips

    Newsletters, podcast intros, LinkedIn posts that get drafted and never go out. I take the draft and run the distribution.

    Coaching tools I work inside.

    Vendor-neutral. I will tell you if a platform is fighting your business model.

    AcuityCalendlySavvyCalKajabiPaperbellPracticeBonsaiHoneyBookHubSpotKeapActiveCampaignConvertKitNotionAirtableStripeZapier

    What's included on a retainer

    Scheduling system audit and rebuild
    Client onboarding workflow design and operation
    CRM hygiene and tag taxonomy
    Cohort and group program launch operations
    Intake form and pre-session prep
    Session note templates and archiving
    Email newsletter and content scheduling
    Payment plan and invoice follow-through
    Written instructions for future hires
    Monthly written work log

    What recent coaching work has looked like.

    Acuity + Kajabi onboarding loop

    Built a clean connection from Acuity booking to Kajabi course access with a 4-email welcome sequence and a Loom intro from the coach.

    14 months of Otter transcripts compiled

    Pulled 51 weekly group coaching transcripts into a single searchable Word doc, 2.3M characters, in under two hours.

    Cohort launch playbook

    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

    Common questions from coaches.

    Get the back office out of your coaching practice.

    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

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