A financial coaching business does not run on its own.
There likely are a million tasks going through your mind every day to keep all the things afloat. If those tasks aren’t automated, chances are:
You are getting bogged down in the everyday repetitive tasks of keeping track of your clients, referral partners, VA’s, and/or employees.
You don’t have a clear picture of the journey you want your client to experience working with you nor do you have the systems in place to support it.
You feel anxious that you might be forgetting things or are making mistakes with missing emails/communications/due dates because smaller tasks fall through the cracks.
You have thought about hiring a VA or assistant to help you, but are unsure what tasks to give them, what you want them to do, or if you really have enough work for them.
Why Bad Systems and Automations Are Holding You Back
You likely got into financial coaching because you’re good with money, you wanted to help people, or you have an entrepreneurial spirit. Or maybe a combo of all three.
But the thing about starting a business – any kind of business – is that as you grow, you need systems in place to support you.
Speed Past Growing Pains In Your Financial Coaching Business With Systems And Automations Coaching
Without effective, smart systems in place:
You might find it harder to break into a higher income bracket.
You might be limited in the number of clients you can take on or programs you can create.
You might find yourself wasting hours at a time doing menial tasks – ones that you want to delegate but aren’t sure how to.
All of this can take you away from the things you actually love to do.
They can stop you from working in your zone of genius, which is where the magic happens and your passion lives.
You do not rise to the level of your goals. You fall to the level of your systems.
– James Clear, Atomic Habits
How Automations and Systems Coaching Can Transform Your Financial Coaching Business
When you work with Systems and Automations Coach Erica Rivera you will streamline and organize your business and your processes from top to bottom. Stop being a slave to your own software. Stop the hamster wheel of never ending tasks. Start creating a business that runs for you.
When you work with our Systems Coach, you get:
ASSURANCE
THAT YOUR CLIENTS ARE RECEIVING A CONSISTENT LEVEL OF SERVICE
FOCUS
TO REFINE AND STREAMLINE YOUR PROCESS AND AUTOMATE MUNDANE TASKS
TIME
TO WORK ON THE PARTS OF YOUR BUSINESS THAT YOU TRULY ENJOY
PIECE OF MIND
THAT IMPORTANT EVENTS ARE NOT SLIPPING THROUGH THE CRACKS
CERTAINTY
THAT YOUR CLIENT’S JOURNEY IS AS EFFICIENT AS IT IS SUPPORTIVE
FREEDOM
TO DO WHAT IT IS YOU’RE ACTUALLY MEANT TO DO
Automations and Systems Coaching Reviews
“This is going to be such a game changer for me and my mental health. I am going to feel so much better knowing everything is automated behind the scenes and my brain doesn’t have to hold any of that. I don’t have to worry about things not happening. I literally felt like I could almost cry after the session. I felt like there’s hope, there’s light at the end of the tunnel. I am one very, very happy person today.”
Systems and Automations Coaching
Business Foundations and Client Journey Mapping – $597
In this two-hour session, Erica will review your process for moving leads, prospects and clients down your pipeline. She’ll show you how to up Acuity to mirror this journey, using whatever systems you have to support it, including Zoom, your calendar, payment processors, and initial welcome emails and reminders. This also includes syncing your CRM to mirror your client journey and setting up forms to support everything from intake questions to feedback.
You will walk away with a plan to get all your foundational systems in place and running efficiently. You’ll have a clear picture of your client journey and the systems you need in place to support it, including best practices for executing systems afterwards.
Get A Kolbe Assessment too!
Included in this session is a Kolbe A Assessment and a Kolbe report. Knowing how you take action, which is what Kolbe determines, will help Erica figure out which parts of your client journey you will naturally want to lean into and which parts will make you more productive by letting go.
Automations and Systems Coaching Reviews
“Before the session, I felt like I had a lot of systems in place, but there were still a lot of intricate pieces which really stressed me out. I knew that not having enough systems and automations in my business were the bottleneck that was holding me back. After the session, I felt like a huge weight had been lifted off my chest, and I could breathe again. Getting these automation set up in my business will save me time, energy, bandwidth, and money and allow me to be more profitable and do more of the things I want to do. Ultimately, it’s going to allow me to have more freedom in my life!”
How Systems and Automation Coaching Works
STEP ONE
Book with Erica and schedule when you want to have your two-hour session
STEP TWO
Complete all prep work so Erica knows what she’s working with
STEP THREE
Have your two-hour session with Erica (prepare to have your mind blown). You’ll even get a recording of the session, so you can go back and review it, as needed.
STEP FOUR
One month later, have a check in session to see how things are working.
STEP FIVE
If needed, continue working with Erica to refine your processes and automations.
STEP SIX
Feel this good about your systems and automations
Meet Our Systems Coach, Erica Rivera
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.
Automations and Systems Coaching Reviews
“Today I met with Erica, and she blew my mind!!! She has me thinking about all the ways I can automate the behind the scenes things in my business. If you are unsure of all of the tech, you should book a session with her. Q42021 goal, see how many Zaps I can set up!”
Business Foundations and Client Journey Mapping: What You Get
Systems and Automations Coaching is an investment in your business. Using the software you already have, Erica will give you a plan to get your systems talking to and with one another. You get to sit back and watch the magic happen. Have the peace of mind that parts of your business are running without you having to do a thing.
When you sign up, you get:
- A thorough review of the software you have, what you need, and what you can scrap
- A map of your pipeline for leads, prospects and clients
- CRM review, including creating and organizing lists and tags
- Forms set up, including templates, auto notifications, and emails
- Acuity set up, including Zoom, calendar and payment integration