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Connect to your AI
I will setup coaching CRM for client onboarding scheduling payments and automation
Nigeria
I speak English, German, French, Spanish, Italian, Czech, Croatian, Dutch, Latin, Swedish, Portuguese, Russian, Turkish, Romanian, Ukrainian
CRM, Booking and Automation Systems for Service Businesses
My name is Henry, I help service businesses streamline operations through CRM setup, booking systems, scheduling, and workflow automation. I work with coaches, recruiters, driving schools, salons, and...
About this Gig
Are client onboarding, bookings, payments, and follow-ups taking too much of your time?
I will set up and optimize your coaching CRM so you can manage clients, programs, appointments, payments, and communication from one organized system.
I can help with:
* Coaching CRM setup and configuration
* Client onboarding workflows
* Appointment booking and calendar setup
* Coaching programs and packages
* Forms, questionnaires, and intake processes
* Automated reminders and follow-ups
* Payment and subscription workflows
* Client portals and progress tracking
* CRM pipelines and client stages
* Email and workflow automation
* Integrations with supported business tools
* Existing system cleanup and optimization
I work with platforms such as Paperbell, UpCoach, CoachVantage, Simply.Coach, Satori, Quenza, and other supported coaching systems.
My goal is to reduce repetitive admin, create a smoother client experience, and build a coaching system that gives you more time to focus on serving clients and growing your business.
Please message me before ordering for migrations, advanced integrations, or complex multi-program setups.
Software:
Other
Industry:
Business services & consulting
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Education
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Wellness
My Portfolio
FAQ
Can you improve my existing coaching CRM instead of starting from scratch?
Yes. I can review your current setup, fix workflow issues, reorganize the system, and improve automation.
Can you migrate my clients from another coaching platform or spreadsheet?
Yes, depending on the source platform, data volume, and destination system. Please contact me before ordering.
Can you connect my coaching CRM with my calendar, payment, email, or other tools?
Yes. Supported integrations can be configured based on the platforms you use and the workflow you need.
Can you automate my complete client onboarding process?
Yes. I can configure intake forms, booking, welcome messages, reminders, payments, tasks, and follow-up steps where supported
Can you set up multiple coaching programs, packages, or coaches?
Yes. Multi-program and multi-user setups are available, particularly for more advanced requirements.
What information do you need before starting?
Your coaching platform, current workflow, programs/packages, booking process, payment requirements, integrations, and required access.
