Does finishing things bring you great joy?
Do you like to find ways to improve any and everything?
Are you a systems thinker?
Were you the kind of kid who would go back and triple check your standardized tests before turning them in?
Does online business growth feel like a game to you?
Do you like UX?
The world needs people like you. As do I!
I'm looking for someone – maybe you?! – to help me make client management and acquisition easy. I come from a digital marketing background (so you THINK I'd know better), but, the actual act of delivering on my vision (i.e. automating funnels, setting up revenue trackers, calendaring systems, e-lists, etc.) feels like dragging a five year old to the dentist.
• Your task: Make the digital end of my life coaching business as f*cking glorious as possible.
• Your purpose: Allow for seamless growth
• Your impact: Everyone* gets to spend more time doing what they love <3 :)
*Everyone = my clients (if onboarding is easy, they have more energy to allocate to creating change in their life), me (if I don't have to spend time managing clients/details, I have more time to coach + create), you (if you do an ace job and have fun doing it, I'll put you in touch with people who desperately need your services).
My big vision is for us to fall so madly in love that I trust you with managing the entire scope of the project. Because you never know how these things will go (and because I have high standards and am OK letting someone go if it's not a good fit), we'll start small.
I. Lead generation (upper funnel)
II. Lead conversion (low funnel)
III. Client onboarding (post-conversion) <<----- start here.
IV. Client management (ongoing) <<------------- and here.
V. Client retention (how do I keep clients engaged and attended to?)
There are a lot of things to do! For now: let's take GREAT care of my existing clients. This probably looks like:
- Integrate billing and calendaring softwares
- Partner with me to create an onboarding email sequence that make the MailChimp gods cry tears of joy (legalese, what to expect, getting set up, etc.)
- E-list setup: help.
- How can I best: track my hours and revenue
- How can I best: let them schedule/book time, submit + manage accountability worksheets (pre/post call), let them track their time commitment (optional) + progress
- How can I integrate Zoom with my automation emails in a way that doesn't send clients (who should not be meeting each other) to the same digital space?
.....there's a lot going on here! I'm happy to answer more on a quick call if any of this is unclear. Here's what's going on: I'm looking for someone who's intellectually curious, who's going to sink his/her teeth into this to really understand what the coaching process looks like now from alllll its angles, design one that's smooth and pretty, and implement it.
I am the definition of a big picture ideas person looking for my second brain. You! The strategic, systemic, detail-loving powerhouse who is here to CREATE. If you have a portfolio or URLs/e-lists you could share for me to check out, please send them! This is a big, multi-pronged project that'll be fun for a puzzle-loving type to sink his/her teeth into. From my end: seeing what you've done before helps.
You are the best.
Can't wait to meetchya, partner in crime!!
***BONUS POINTS: If you truly are a generalist / a multipotentialite / my saving grace, I'm also looking for someone to streamline all branded content. Right now there's an opportunity for me to go through my goal-setting worksheets, legalese, client agreements, etc. and streamline it all, but honestly, I'm completely overwhelmed. There's so much to think through, and it's less fun without a partner in crime. It'd be REALLY helpful if I had a consistent brand esthetic (*which, I don't).
***LONGER TERM: I'll be making adjustments to my website to optimize it for conversion. Not something we're touching now, but if you have experience/expertise in branding and/or site optimization, by all means!!!! Let me know. I'm assuming this will fragment into multiple jobs, but if there's a way to keep it "under the same roof", I'd be beside myself.