Coach & Trainer
A busy coach running private sessions with clients and also running training courses for student practitioners. She was looking for a virtual assistant for coaches to handle her busy coaching business and take care of admin, finance, website updates and more.
We communicated via email, WhatsApp and Voxer on a daily basis. Trello was used to keep track of tasks and email automation sequences. Salesforce was used to keep track of leads and sales sequences. Finally, I used Planyo for scheduling appointments.