Client Background
Our client is a solo business coach and mentor who operates a well-established, service-driven coaching practice dedicated to supporting individuals and small business owners in achieving sustainable growth, clarity, and improved performance. The business offers a mix of one-on-one coaching, structured mentoring programs, and facilitated group workshops, both in-person and online. With a strong reputation built on trust, expertise, and long-term client relationships, the client’s work is highly personalized and relationship-focused, requiring consistent engagement and thoughtful follow-up with their audience.
The Challenge
As a hands-on business owner, the client manages multiple aspects of the business independently — including program delivery, client relationships, marketing, and administration. Over time, participation in events and workshops generated a substantial volume of contact information collected through manual sign-up sheets and paper records. While valuable, this data remained underutilized due to the lack of a structured digital system.
The client recognized the need to professionalize their backend operations by converting these scattered records into an organized, CRM-ready contact database. Their goal was to build a reliable foundation for consistent follow-ups, email campaigns, and long-term relationship management — without diverting time away from their core coaching work.
The client needed:
They lacked the time and resources to manually type, research and organise hundreds of records, and needed a reliable solution that would allow them to import contacts seamlessly into their email and CRM platforms.
Our Solution
Together we scoped the tasks and decided the best approach was to create a single, standardised Excel/CSV contact file that could integrate with CRM or email marketing tools. Key steps included:
Tasks Executed:
Results
