A business coach running a 6-figure online coaching brand faced challenges with client onboarding, disorganized inbox, and a cluttered calendar. She had no system for recurring tasks and follow-ups.

• ClientA business coach running a 6-figure online coaching brand
• ProblemClient was overwhelmed with client onboarding, disorganized inbox, and a cluttered calendar. She had no system for recurring tasks and follow-ups.
• Solution- Built a Notion-based client CRM to track leads and onboarding progress.
  - Used Zapier to automate course sign-ups from her Kajabi form to Notion.
  - Took over her email and calendar management (Google Workspace).
  - Implemented weekly reporting dashboard using Google Sheets + Apps Script.
• Results+ Saved 12+ hours/week.
  + Improved client experience and reduced drop-offs.
  + Allowed her to focus on content and coaching.
• Tools UsedNotion, Zapier, Google Workspace, Slack, Canva, Airtable
• Client Testimonial“Rod transformed the way I run my business. I went from drowning in emails to having everything organized and automated.”