My Admin Dept.

Week 3: Organising Your Administrative Systems

Now that you have a clear framework for your courses and goals, it’s time to organise the administrative side of your business. Organising your systems for client management, scheduling, and communications is critical to a smooth operation.

Start by setting up or refining systems for managing clients. This can include client intake forms, creating a centralised place for session notes, and ensuring that all client information is stored securely and is easy to access. A virtual assistant can help you by setting up a system for managing your client data and making sure everything is kept up to date.

A virtual assistant can also help automate administrative tasks like invoicing, session reminders, and tracking payments. With these systems in place, you’ll save time and reduce the chances of missing important client communications.

Tip: Invest time in setting up a centralised system, like Google Drive or a CRM platform, to keep all client files, session notes, and communications in one place. This will save you time in the long run.

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