PROJECT OBJECTIVE To streamline and partially automate four core areas of the coaching business while setting up a clear, structured task system in Asana. This will allow a new virtual assistant to take over with confidence, reduce daily manual work by at least two hours, and improve overall operational consistency. DELIVERABLES Part One — (800 EUR) Delivery Date: Saturday, June 7, 2025 1. Student Journey Automation Map the complete student lifecycle Automations for: Stripe subscription Contract and agreement setup Welcome email and Facebook group access Induction call scheduling Niche selection form Graduation emails, certificate, tagging, and group transition Manual fallback for special cases (e.g. custom payment plans) Tools: Go High Level preferred, Mailchimp or Google Sheets as backup 2. VA SOP Pack – Part 1 Daily and weekly task schedule (Monday to Friday) SOPs for: Class invite process Deliverable tracking Prioritizing student needs Clear workflows for recurring tasks Inbox filtering and triage structure
Keyword: Virtual Assistant
Price: $800.0
Project Management Communications
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