CRM and VA Studio Management

Posted 6 days ago

Worldwide

Summary

I need help building and managing a CRM for my Pilates studios and Content Studio that can track profit and loss, create invoices, manage bookings, and support customer communication. The system should also handle administrative tasks, organise instructor timetables, and provide clear reporting on financial performance and day-to-day operations. Alongside building the system, I'm looking for someone who can take ownership of a VA role- with client communication, day to day managing of the studio. Improving our internal processes, creating efficient workflows, and ensuring everything runs smoothly behind the scenes. Responsibilities may include: Building and maintaining CRM systems Tracking monthly profit & loss, revenue and expenses Creating invoices and monitoring payments Managing studio bookings and class schedules Organising instructor timetables, covers and availability Customer support via WhatsApp and email Creating and scheduling marketing emails and promotional campaigns Managing booking platforms and updating classes Creating SOPs, checklists and internal documentation Producing weekly and monthly reports on occupancy, revenue and key business metrics Identifying quiet classes, trends and opportunities for growth Analysing business performance and making recommendations to improve efficiency and profitability Assisting with general administration and supporting the Studio Manager with operational tasks Maintaining organised digital files, spreadsheets and databases Researching software and automation tools to improve business operations Integrating systems where possible (CRM, booking software, email marketing, accounting) Automating repetitive administrative tasks using tools such as Zapier, Make.com or AI where appropriate Providing proactive recommendations rather than simply completing assigned tasks Ideal candidate: Highly organised and detail-oriented Strong with spreadsheets and reporting Experienced with CRM systems and business operations Comfortable learning new software Excellent written English Proactive, able to spot problems before they become issues Thinks like an operations manager rather than just an administrator Experience with fitness, wellness or studio businesses is a bonus

  • $450.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Customer Relationship Management
Nice-to-have skills
Microsoft Dynamics Development
Activity on this job
  • Proposals:5 to 10
  • Last viewed by client:5 days ago
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Feb 20, 2023
  • United Kingdom
    7:16 PM
  • Individual client

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