Virtual Assistance for Health and Business Coaches

Operations + Tech Support

Delegate and let today be the beginning when finally you…

are not so thinly spread out
are serving clients to the best of your abilities
are able to focus on completing your most important to-dos and income-generating tasks
have more time to create and deliver high-end services and/or products
can say yes to more opportunities
have more time with your loved ones
can do other things beyond work

What can I help you with?

Virtual Assistance

For health and business coaches in need of operations + tech support.

Services

Email support
Client management
Inbox management
Calendar management
Appointment scheduling
SOP Documentation
File management
Setting up/managing systems (tech stack)
Setting up/managing workflows
Setting up/processing payments
Online researching
Creating reports
Setting up online forms
Setting up newsletters

Tools in my toolbelt

Investment: starts at USD 350/month

PACKAGES & PRICES

Dubsado Setup

For those who only need help in setting up Dubsado for their business.

Inclusions

A full Dubsado setup tailored for your businesses.

✓60-minute Strategy Call
✓Complete account/profile setup
✓*Branded client portal, proposals, questionnaires, contracts, and other forms
✓*Package setup
✓Workflow setup
✓*Canned emails setup
✓*Scheduler setup
✓Client data import
✓60-min Handover Call
✓Access to video training on how to use your new system

*copy & images provided by you

Investment: starts at USD 999

PACKAGES & PRICES

How it works

We’ll go through these 5 easy steps:

Discovery Call

Book in your complimentary Discovery Call here for us to connect.

Intake Questionnaire

Complete the questionnaire so I can learn a little more about you and your business and maximize our time together during the call.

Meeting

I’ll meet you on Zoom at the appointment time. We’ll discuss your needs, how I may be able to help, and if I’m the right fit for you.

Proposal, Contract, Invoice

I’ll send you my proposal and you can choose which package suits your business best. Once you have chosen your package, you can sign the contract and pay the invoice attached to the proposal.

Kickoff Call

We’ll start our work with a Kickoff Call.

Have more time and bandwidth to scale up your business.

GET STARTED

What my clients say

Read more testimonials here.

I have had the pleasure of working together with Janel for the past 6 years and am continually grateful for her steadfast, reliable, and personable support. Janel leads operations and all administrative communications with my clients. She has helped me set up operations and systems for an international practice, navigating GDPR and other local data privacy guidelines to ensure my business and wordpress website is on the forefront of data security while also running efficiently. Janel is an invaluable asset to my practice and business!

Vivian L.Naturopathic Doctor–drvivianlord.com

I have more time, energy, headspace and peace of mind knowing that I have additional, reliable support and can delegate tasks to Janel. This has given me the freedom to concentrate on the work that I really enjoy – that my business is based upon and at which I am best.

Caroline B.Coach/Intuitive Life Strategist–carolinediana.com

Janel wears different hats in my company and is comfortable managing Operations, social media, client care, scheduling, website maintenance, etc. She manages my CRM, helped boost my SEO, manages my calendar, client appointments, and she creates new systems whenever systems need to be created.

I feel fully supported having her at my side, which leaves me feeling less anxious about running the back end of my business, and frees me up to do the work that I really love.

Natalie N.Founder of Mommywise–Mommywise

Janel has been working for my company for the last 7 years. She has been instrumental in building branded beautiful websites, providing excellent customer service and taking care of all of the contracts and behind the scenes work that most of us need. I honestly don’t know what I would do without her! I highly recommend Janel to anyone looking for a team member who can provide excellent customer service, knows the ins and outs of VA work and creating and managing your websites.

Kaeleya R.Intuitive Guide and Divine Channel–gaiabookkeeping.com