Building the systems behind a growing coaching practice
Where they were
A coach and educator had outgrown her informal setup. Client details lived in different places and there was nothing written down for future team members.
What we took on
We set up and configured HubSpot to track her clients, conversations and pipeline, and wrote a full employee handbook covering onboarding, processes and standards, delivered in a short turnaround.
Where they are now
She runs a structured practice that is ready to bring on help, with everything already written down.