Covers 5-7 hours, some months less, some more based on workload
Who it’s for: Coaches who have some client income and need help with organization, systems, processes and running the day-to-day operations with TCC.
Package might include:
Maintain Contacts – enter new prospects after a networking event, add new clients, update client info as needed, create groups.
Maintain Calendar – update available time each month, create new appointment types and custom notification templates.
Maintain Website – update pages, create new pages as needed, create custom opt-in forms, customized forms.
Maintain Communications – Prepare, preview and send a monthly newsletter, create and update autoresponders, send email broadcast, send emails to clients, run email and newsletter stats report each month for review.
Maintain Billing – Create invoices, process client payments, send client receipts, prepare client agreements, run monthly invoice and projected income reports.
Maintain Shopping Cart – Create and update products, create and maintain courses, run course tracking report each month.
Other – monthly/quarterly/annual planning, maintain editorial calendar, schedule client birthday cards, help plan and manage projects, help manage marketing strategies, create systems and processes for business operations