How a Business Coach Might Use a Virtual Assistant

If you're a business coach, a VA can help you juggle your clients. Check out the key reasons why a business coach could benefit from the flexibility of having a virtual assistant.

Welcome to Savvy Sessions #22.

In this episode we are going to be covering off 'How a Business Coach Might Use a VA'.

The first one is phones. People who will be calling saying, "I need to change my appointment" or "I can't make my appointment tomorrow”, "I want to talk to a business coach and I want to have a session with him to see if it might be a good fit." All those types of phone calls, and then you have things like Google trying to call and sell you products, we can deflect those calls and not actually have go through to you. 

If you're a business coach, you can either have a dedicated phone line with a virtual assistant that is a landline…it could be an 0800 number that's diverted, or it could be a that your mobile phone is actually diverted so that if you don't answer it, instead of it going to voicemail, it actually goes to our landline number instead, and that number is unique to you, so we can actually answer it in your business name and no one's the wiser that it's actually someone external answering the call.

The other thing they can do is schedule all your clients in. Quite often it's good to have clients booked out for one, two if not three, months in advance. So your virtual assistant can actually manage that process because there's a lot of time-consuming effort put into trying to reach the client, trying to juggle calendars and align times and dates. There is a better use of your time as a business coach, so have someone do that and basically get all your clients booked in for a couple months in advance.

There are scheduling tools that could be used, however, often we find that the personal touch is actually a lot nicer and we can protect your calendar however you want it to be protected. We can see that it's not a good use of your time to drive to, say, Porirua and then to Lower Hutt, and then to Wellington City all in the same day, so by having someone actually schedule those appointments they can make it really efficient for you, and to make sure that if you're doing Zoom calls or something like that, making sure that those have got all the right links and they have everything in the appointment that they need. 

The next one is onboarding new clients. There's a bit of setup work when you bring on a new client. You might have direct debits that you need to set up. They might need to go into your Xero system, a draft invoice or a recurring invoice set up, details into your CRM, or you might keep a spreadsheet, noting their birthday so you can send them a gift. Everything that comes in on a new client form, we can actually process that data into where it needs to go. And then obviously scheduling those appointments with your new client. You might have a welcome gift that we could gather together and actually courier out to your client, send them the onboarding email, or whatever your system is. It's a much better use of your time if you're actually spending it on having those coaching sessions with your clients, rather than the administration of getting them set up.

Following on from the coaching sessions, you actually need to invoice for them. So again, that's something that we can help with, or any virtual assistant can help with, getting invoices out monthly. Sometimes that can be processing direct debits for that money, credit cards, whatever. So again, just getting the invoices out promptly, so it can help your cashflow. 

Sometimes business coaches are set up with the NZTE voucher system. So that's actually quite a non-intuitive system to actually be claiming those vouchers from NZTE and processing them and making sure that someone is keeping track of those. So that is something that we do for a few business coaches as well. 

The next one is marketing implementation. As a business coach, you want to have a great social media presence, be communicating with clients through the likes of e-newsletters, making sure that your LinkedIn profile is looking awesome. Your virtual assistant can take on those tasks, make sure that your website is looking good, that you're putting blog posts up regularly, creating videos or doing video editing, so that you have that great online presence and putting your best foot forward. Your virtual assistant can take all of that off your hands. You can just focus on creating the content and then passing it over to them and they can do the rest. 

Thanks again for watching. That was Savvy Sessions #22.

We'll see you next time!

Want to start delegating to a virtual assistant? Book a call with Jaymie to chat.

Want more information?
Download the Strictly Savvy Pricing 
Download the '101 Tasks To Delegate To A Virtual Assistant' guide 

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