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Coaches - How a Virtual Assistant Will Help Streamline Your Onboarding Process


You may find yourself spending a lot of time onboarding new clients, which can be a drain on your time and energy. Did you know that a virtual assistant (VA) can be a paramount addition to your business and shave hours off your week. Thus, giving you precious time back to devote to your clients well-being. A VA can handle administrative tasks such as: sending contracts, setting up payment plans, collecting client information and so much more!


What would it look like for a VA to take over the aforementioned tasks? Take a peak.


  1. Sending Contracts and Forms: A virtual assistant can help you by sending contracts and forms to new clients, ensuring that all necessary paperwork is completed and returned in a timely manner. This can help to speed up the onboarding process and ensure that all necessary information is gathered before the first session.

  2. Setting Up Payment Plans: Many of you may offer payment plans to make services more accessible to clients. A virtual assistant can help to set up and manage payment plans, ensuring that payments are received on time and that clients are kept up-to-date on their payment schedule.

  3. Collecting Client Information: A virtual assistant can help to collect client information, such as contact details, goals and any other pertinent information you may need to successfully begin coaching clients. This information can then be used to create a customized coaching plan for each client, ensuring that their needs are met and their goals are achieved.

  4. Scheduling Appointments: You may find that you often spend a lot of time scheduling appointments and managing your calendars. A virtual assistant can help to take this off your plate by managing your calendar(s), scheduling appointments, and sending reminders to both you and your client.

  5. Managing Emails and Communication: A virtual assistant can help to manage your email inbox(s), ensuring that important messages are responded to in a timely manner and that clients are kept up-to-date on any changes or updates to their coaching plan.

  6. Have you been eyeballing a CRM (customer relationship management) platform but the thought of implementing it and learning it overwhelms you and gives you anxiety? Don’t fret, a VA can implement it and manage it for you too!


By outsourcing these administrative tasks to a virtual assistant, you can free up more time to focus on providing high-quality coaching services to your clients. This can help to increase client satisfaction, boost retention rates, and ultimately lead to a more successful coaching business. What’s stopping you from moving your business forward? Contact us today for your free consultation.




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