Week 4: Setting Up Your Client Management System
Effective client management is key to maintaining a thriving business. Now that your general systems are organized, it’s time to create a streamlined process for managing all client information in one place.
Work with your virtual assistant to set up a client management system that includes detailed client profiles, session histories, and progress tracking. Your assistant can also help by creating client intake forms and setting up automated follow-up reminders for any upcoming sessions or check-ins.
By having a comprehensive client management system, you’ll be able to track everything from initial contact to payment, session notes, and feedback, all without hassle. This will make managing your coaching business more efficient, freeing up your time to focus on helping your clients achieve their goals.
Tip: Consider using a CRM (Customer Relationship Management) tool to keep track of all client interactions, emails, sessions, and invoices in one place. Your virtual assistant can help you set this up.
My Admin Dept. 
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