Client Management
Make every client feel special, considered, and cared for so they stay longer in your business and refer their friends
If you’d like to speak to an actual human being, book a call below.
You have some great clients who you genuinely want to help…
You’d love for them to stay inside your business for as long as possible so that they get the most out of your programme…
But here’s the thing...
You struggle with remembering who’s who & what’s what
You operate across a bunch of platforms – confusing. You sometimes even resort to scraps of paper shoved in your pocket (I see you).
Manually sending out check-ins, it’s not unusual for you to forget a few…
It’s hard for you to keep tabs on who has checked in and who hasn’t…
Consequently, days go by without any client/coach contact… Never a good thing.
From the client’s viewpoint, they are getting a haphazard service lacking consistency and that personal touch.
Best case scenario… they feel like they’re “getting away with it”
Worst case scenario…
They feel forgotten.
They’re overlooked.
They start to look elsewhere for the level of care and consideration that they feel they need and deserve.
You’re one distracted month away from a damaged reputation.
The ato 6-point plan will make every client feel like they’re a VIP
You’d love for them to stay inside your business for as long as possible so that they get the most out of your programme…
01
Automatic personalised weekly check-in reminders mean nobody is EVER forgotten. You can follow up as many times as you need to – and with our smart system, anyone that has already checked in gets removed from the list.
02
The check-in forms are client-specific. Every single client gets the right form for them, at the right time.
03
Each client is assigned a personalised Trello card which automatically records everything – catch up calls, onboarding, forms getting signed. There’s a record of everything all in 1 place!
04
We include a traffic light system for clients. This automatically sorts them into red, amber or green so you know who needs the most urgent attention. And what’s even more important… you define what makes someone red, amber & green in your community.
05
The chances of someone leaving because they fell through a “care crack” is next to zero! We make sure everyone gets an exceptional standard of service from start to finish.
06
The system also tracks & informs you of all the important dates coming up for your clients (like birthdays, anniversaries or milestones to celebrate inside your programme) so you know precisely when to offer extra support.
Your service will feel like a white glove experience.
Smooth and super responsive from the moment they reach out to the moment they graduate.
Accountability and support will be running at 100%.
Meaning: Better results, more social proof – all through smart solutions and less work.
From your clients’ viewpoint, they’re going to feel seen, cared for, and really well looked after, making them far less likely to leave.
Lifetime value: Improved.
Here’s some examples of what we have automated in successful coaching businesses:
- Automatic client check-ins so that you’re never chasing clients for an update - including at-a-glance monitoring for key data points
- The Traffic Light System so you’re always on top of your most critical clients when they need you most
- Client dashboards that give real-time information on client activity
- A step-by-step journey tracker means you always know which stage each client is at - meaning you can anticipate & solve problems ahead of time
- Milestone reminders to make sure you never miss the really important dates for your clients
- We will teach you how to use the whole thing (more about that below)
ato clients love this bit…
We use your existing software wherever possible.
Programmes that you’re already familiar with.
That means:
- No signing up for any new software and having to learn to use it…
- No need for different, expensive software that costs a fortune.
- We just slip in seamlessly and rework what you’ve already got…
Oh, and we promise not to walk away until you’re completely happy and confident.
We will NEVER ABANDON you in the tech wilderness.
If this sounds like the level of tech support your business has been missing, click here to book a no-obligation call so we can talk you through the plan and how it could help you.
Or – check out some of the most frequently asked questions.
FAQ’s
How long can I expect to wait to get set up?
We aim to deliver your solution within 14 days of you giving us all of the information we require.
I’ve got automations already that I don’t want to lose. Can you work around them?
We definitely can! We will work with what you already have and get it to blend seamlessly.
What happens if clients leave? Can you show me how to adjust the programme?
100%. It’s super simple, and we are always on tap via the support plan.
Get started
Want more information?
Interested in automated solutions for managing leads? Or support with onboarding? Please book a call so we can actually speak, human to human, and work it all out.