You will get a Client Onboarding System Implementation Package
Project details
Are you frustrated with all the steps it takes to onboard your new coaching clients? You dreamed and worked so hard to bring them to this point. Now, you hope to provide a smooth & effortless onboarding experience, not miss any steps, and create ease in the process. Am I right?... If yes, you’ll love my client onboarding package that’s here to help you accomplish exactly that.
Here is what you get:
• Laying the foundation: An initial 2h call with me to discuss your exact needs, establish the goals of the system, and plan out the next steps
• Crafting a strategic workflow and process roadmap within the platform. This includes delivery and implementation timeline and getting clear on the expected results
• Full Implementation:
Setting up Coach/Company profile
Creating Aligned Offer Pages/Packages
Setting up a Scheduling System
Setting up Contracts for fast e-signature
Creating a seamless online Payment structure
Setting up Surveys, Automated Emails
Setting up relevant Integrations to finetune the process
• Platform walk-through: A video guide that explains how the system works & how to navigate easily inside the platform
Here is what you get:
• Laying the foundation: An initial 2h call with me to discuss your exact needs, establish the goals of the system, and plan out the next steps
• Crafting a strategic workflow and process roadmap within the platform. This includes delivery and implementation timeline and getting clear on the expected results
• Full Implementation:
Setting up Coach/Company profile
Creating Aligned Offer Pages/Packages
Setting up a Scheduling System
Setting up Contracts for fast e-signature
Creating a seamless online Payment structure
Setting up Surveys, Automated Emails
Setting up relevant Integrations to finetune the process
• Platform walk-through: A video guide that explains how the system works & how to navigate easily inside the platform
Project Type
Project Management, Virtual Assistance, Customer Support, OtherWhat's included $1,320
These options are included with the project scope.
$1,320
- Delivery Time 14 days
- Number of Revisions 2
Optional add-ons
You can add these on the next page.
Additional Revision
+$130About Ioana
Certified Online Business Manager/Strategic Partner for Coaches
Timisoara, Romania - 10:25 am local time
"This message is going out to all coaches. So over the last two years, I've been growing and growing year on year my business and have assembled the most amazing team. And that team, the first key person who joined, was Ioana. I call her my conductor, I have been writing the music, I've been handing it to her, and then she has managed to conduct this whole operation with the kind of clarity and grace, and organizational skills that just blew my mind. If you're looking for that person who is the Ying to your visionary, creative Yang, then Ioana may just be the person to get in touch with. She has over the last two years repeatedly helped me to clarify my own mind, to move from vision to strategy and execution, to be organized, to pick up with a kind of military precision. Pretty much all of the things that I am crap at and don't particularly enjoy doing anyway. And she does it with such enthusiasm. She lives to make a difference in the world through coaches. Ioana is just an amazing, amazing human being who could make a huge difference in a business that’s scaling, or growing, or developing in some important way."
"Brilliant experience working with Ioana. She was recommended to me by my best friends who couldn't stop raving about her. He still tells me how much better his work-life balance is since starting to work with her. She's a real pro to have on your team! "
"Through partnering and working with Ioana, she brings a loving precision to helping me structure and plan my work so that we get to facilitate the deepest transformation for our clients. Ioana brings her gifts of clarity (helping me crystallize ideas and service offerings), care (helping me create time to honor my values and grow personally and professionally), and commitment (helping me structure and plan the work). With her operational and business management support, I am enabled to show up better for the work I so love to do because I can relax knowing that someone has my back. I am immensely grateful for the service and love that Ioana brings."
Certified Online Business Manager | Strategic Partner for Coaches in Transition & Growth
Hi, I'm Ioana — a Certified Online Business Manager (OBM) with 5+ years as an OBM and 16+ years in project and team management, operations, and planning. I help visionary coaches and community leaders move from scattered ideas and operational overwhelm to soulful clarity, sustainable systems, and consistent progress.
Whether you're evolving your offerings, launching a new program, or craving ease in your business backend — I’m here to bring grounded structure to your next chapter.
🌀 My Approach
With a background in Psychology (Organizational & Human Behavior), a deep understanding of the coaching world, and a heart-led approach to leadership and systems, I meet you at your edge — that in-between moment of “what’s next?” — and support you in bringing it to life.
📌 Services I Offer (based on your stage of business)
✨ 1. For Coaches in Transition: From Vision to Clarity & Momentum
You’re evolving — your offers, your message, your business model. You don’t need “just admin.” You need a strategic thinking partner who can help you sort through the noise and bring focus to what matters most.
I help you:
Clarify your direction, offers, and business priorities
Turn scattered ideas into a clear roadmap with milestones
Build aligned workflows, systems, and task plans
Move into consistent action with momentum and accountability
Feel supported and held while you reshape your business
Perfect if you’re rebranding, shifting your niche, or navigating a season of professional growth.
⚙️ 2. For Growing Coaching Businesses: Structure, Systems & Execution
You’ve got programs, clients, maybe even a small team — but it’s getting hard to keep up. You want to focus on coaching while trusting that your business runs smoothly in the background.
I help you:
Manage operations and keep projects on track
Lead your team with clarity and accountability systems
Optimize your processes and document SOPs
Plan and launch programs with more ease and less chaos
Implement the right tools (ClickUp, Notion, Airtable, etc.)
Free up your time without dropping the ball
Perfect for coaches scaling their offers and needing strategic support + high-level implementation.
🔧 How I Work
I offer both:
✅ Monthly Retainers — ideal if you're ready to delegate business operations and receive ongoing strategic support.
✅ One-off Packages — perfect for launches, audits, or operational restructuring.
🌱 You’re in the right place if...
You're a coach or course creator with a vision — but you're stuck in the backend, drowning in details, or struggling to scale. I bring the structure, systems, and leadership you need to move from idea to implementation — and enjoy the process.
Let’s bring your next chapter to life with clarity, heart, and momentum.
Steps for completing your project
After purchasing the project, send requirements so Ioana can start the project.
Delivery time starts when Ioana receives requirements from you.
Ioana works on your project following the steps below.
Revisions may occur after the delivery date.
A 2h kick-off call
Crafting a strategic workflow and process roadmap within a chosen platform
This includes delivery and implementation timeline and getting clear on the expected results