How Can a Virtual Assistant Help Your Coaching Business?

as a coach or business consultant, you are continually judged by your clients on how well you run your own business. Are you achieving the best level of client service and work delivery?

  • Do you struggle to track your numerous coaching clients through the different stages of their coaching life cycle?  Can you tell, at a glance, which clients require follow up sessions, when you are scheduled to see them next, which clients have not responded to proposed meeting dates or which clients have cancelled sessions more than once? Have you got an effective system in place to follow up on potential coaching leads and to check in on clients who have completed their coaching contracts? Do you have all this information at your fingertips, whether in the office or whilst out and about at client meetings?

  • Do you know which of your clients have not yet signed and returned their contracts?  Are your contracts GDPR compliant, and have you got data processing agreements in place with relevant third party suppliers?

  • Have you planned out in advance the various stages of your 360 feedback/online psychometric data collection processes to ensure that the data is collected in a timely manner and reports are generated on time? 

  • Do you have someone on hand to respond in a professional and efficient way to any client queries when you are away or to any technical queries reviewers and reviewees may have when participating in psychometric tests and online surveys?

  • Are you making optimum use of your time; from managing your diary more effectively to delegating tasks which free you up to spend more time with clients, or even allow you to reclaim some time for yourself in order to improve work/life balance?

  • Are you confident that your client invoicing is completely up-to-date and that any unpaid invoices are being chased? Do you have access to a regular financial report so you can see, at a glance, how your business is performing?

  • Do you have someone available to provide in-depth analysis of aggregate survey data that goes beyond what an online survey system is able to provide and to put the findings into a professional presentation format for client organisations?

  • Is your company website up-to-date and looking fresh/current? The importance of a modern, clean and regularly updated website shouldn’t be underestimated as a key factor in determining prospective coaching/consultancy clients’ initial impressions of your business.

  • Do you require assistance with setting up or maintaining your social media presence? Maintaining your social media accounts can be time-consuming. Are you posting relevant content regularly and responding promptly to messages?

Business Support for Executive Coaches

With over 12 years experience of providing business support in the executive coaching field to UK-based clients, I can assist with all of these areas to ensure that your business is operating as seamlessly and efficiently as possible.

Being acutely aware of the potentially sensitive nature of many coaching engagements, you can be confident that all communication with clients and third party suppliers is handled with the utmost confidence and discretion.

If you are an executive coach or consultant who supports clients in their own business endeavours, it is critical that you have an efficient and smooth administrative process operating behind the scenes, reflecting your own expertise and the professionalism and value of your brand.