As a business coach, your time is best spent mentoring clients, refining strategies, and scaling your business, not getting bogged down by admin, scheduling, and bookkeeping. That’s where a Virtual Assistant (VA) comes in.
A skilled VA can take tasks off your plate, streamline your workflow, and free up your mental space, so you can focus on what truly moves your business forward. Here’s how a VA can support you.
Diary and schedule management
Your calendar is the backbone of your business. Between client sessions, networking events, and content planning, managing your diary can be a full-time job in itself.
A VA can:
Handle appointment bookings and reschedules.
Send reminders and follow-ups to clients.
Manage conflicts and ensure smooth scheduling.
Set up automated booking systems like Calendly or Microsoft Bookings to streamline the process.
Client Onboarding & Relationship Management
First impressions matter. A VA ensures seamless onboarding by:
Setting up new clients in your CRM or coaching platform.
Managing contracts, invoices, and direct debits.
Sending welcome emails, resource packs, and introductory content.
Organising personalised welcome gifts.
Beyond onboarding, your VA can help maintain strong client relationships by keeping track of birthdays, anniversaries, and milestones, ensuring your clients feel valued and engaged.
Invoicing and bookkeeping
Managing cash flow effectively is essential, but chasing invoices and reconciling accounts isn’t the best use of your time. A VA can handle:
Prompt client invoicing and payment tracking.
Xero or QuickBooks bank reconciliations.
Managing overdue invoices and following up on payments.
Expense tracking and receipt filing using Dext or Hubdoc.
With a VA keeping your finances in order, you’ll have better visibility on your revenue without the admin hassle.
Marketing & Lead Generation
Your online presence is crucial for attracting new clients, but staying consistent across platforms is time-consuming. A VA can:
Manage your social media scheduling and content posting.
Respond to messages and engage with your audience.
Keep your LinkedIn profile active and optimised.
Schedule and format your email newsletters.
Set up automated lead generation and follow-up systems.
Your VA ensures that your marketing stays consistent and professional, without pulling you away from your coaching sessions.
Personal Errands & Life Admin
A VA can help reduce mental clutter by handling personal admin, including:
Booking haircuts, massages, and doctor’s appointments.
Planning travel, booking flights, and organising itineraries.
Sending gifts, flowers, or cards for special occasions.
A well-supported coach is a better coach - prioritising your self-care will help you show up fully for your clients.
Why This Matters
Imagine this: You’re wrapping up a coaching session when you remember an important task that needs to be handled. Instead of adding it to your mental to-do list, you send a quick voice message to your VA. They take care of it while you move on to your next priority, without breaking your flow.
This is how a VA removes friction from your day - keeping you focused, efficient, and in control.
It's Time to Delegate
Long hours, admin overload, and constant task-switching don’t have to be part of your business journey. A VA helps you reclaim your time, allowing you to grow your business while maintaining balance.
Ready to start delegating? Our award-winning team of VAs is here to help! Book a free discovery call, and let’s discuss how we can support you.
