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In this episode about creating simple onboarding systems for solopreneur coaches, we talk about the essentials and how to simplify every step of the process. Time is precious and admin is not a nice way to spend it!

These tips will help you minimize your onboarding and client admin processing.

>> Contracts - when you really need them

>> Feedback and Onboarding Forms

>> Google Drive or DropBox

>> B2B Coaches

Episode Links and Mentions:

>> DropBox

>> Google Drive

>> CoachVantage

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Full Transcript:

Hey, welcome today we're gonna talk about administration. So basically how to do as little admin as possible in your online coaching. Now you've probably heard before that you need to do at least 50% marketing and 50% coaching. So break down your time, you know, half of it for coaching and half of it for marketing, this is something that has been going around the coaching grapevine for a while.

But of course, it makes you wonder... where do I squeeze in my admin? Now of course automation is key. Absolutely. I love to do as little admin as possible, but there are some things that you need to have in place in order to save yourself a lot of time. Now I have been in this industry for a while. I've had businesses before and I'm a big, big systems lover.

So what I'm going to share with you today is actually probably a little bit of pre. As to my love for simplicity. I love simplicity - there are many great tools out there. I still have not found one that really suits my systems to a T. So I really haven't found one that can really see my processes through from beginning to.

And I'm going to describe to you what I've done, and I'm going to give you a few tips that will really help you save time because there are some things that you think you have to do. But when you think about it, logically, maybe they are not so necessary. For example, let's start with point number one, and tip number one is actually something that I've started doing based on.

So one thing I do is I don't send out contracts to people who haven't paid me yet. So basically what I do is people pay me first. They decide what plan they want, whether they want the payment plan or the full payment. And then only those that pick the payment plan are going to be sent a contract. And the reason is this, you know, if somebody has actually paid you in for.

They, are the ones holding the risk. You're not the one holding the risk. They're the one's sort of sticking their neck out and trusting you. And of course, you know, you're, you're a great coach, you know, you're going to deliver, you know, everything's going to be fine, but of course, They are the ones holding the risk because they don't know that yet, but because they have paid you in full, you're not really running an asterisk, so you really don't have any need to send a contract.

So what this does is it actually saves you quite a lot of time, because let's say, for instance, approximately 70% of my clients pay in...