As the Client Concierge and Office Business Manager of the Financial Coach Academy and our financial coaching business, Fiscal Fitness Phoenix, my main job is making sure our clients are informed and feel satisfied with their experience with us.
I joined the team in 2020 and immediately began cleaning up systems, documenting processes, and automating everything I could. We had an account with Zapier, but it had no zaps. Less than 8 months later, we had to upgrade our account because we had exceeded the 2,000 tasks per month limit.
That’s 2,000 tasks off of our collective to do lists!
I am a time management and efficiency master – the kind of person who can do 20 tasks at once and, generally, in less time than others. I love being the behind-the-scenes person that is stealthily keeping everything and everyone moving forward effectively.
Now I want to help other financial coaches achieve the same efficiencies for their business.