CRM & ONBOARDING SETUP · Georgia Denny Coaching

A CRM and onboarding setup for a growing leadership coaching and consulting business.

CRM

Client onboarding

Systems for Growth

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The Brief

Georgia's business was growing with a busy book of clients. Behind the scenes, everything ran across different documents and spreadsheets that didn't talk to each other.

Every new stage of growth added another layer, instead of building something stronger underneath.

So we looked at the whole business, not only the bit that was frustrating her that week.

“I knew there were things frustrating me, but what I realised was there were also so many opportunities I couldn't see.”

Georgia

What changed

Georgia went from spreadsheets and subscriptions that didn't talk to each other, to one place where every client and every next step lives, without her having to remember any of it.

And the best bit? It's built for the business she's growing into.

The right CRM

Chosen to fit how she works and where she's growing, then set up and integrated with her other tools.

Client Onboarding

A smoother start for every new client, with hours of admin gone.

Online Bookings

Clients book their sessions online, straight into her calendar.

Reminder Emails

Customised automatic reminders before every session, so no one misses a call.

Client Progress Tracking

Every client's sessions tracked, so she always knows who's up to what call.

Forms

Sent automatically as part of onboarding, with answers landing straight in her CRM.

“My client experience has improved significantly, particularly my onboarding process, which alone has saved me hours of administration for every new client.”

Georgia

What it's like working together

“When you work with Becka, it's like your shoulders drop and you exhale a bit.”

“You never need to be embarrassed at the state of anything you take to her. She has seen it all before and her approach isn't about judging you, it's about how she can make it better.”

“She doesn't just solve the problems you bring her, she identifies the ones you don't even know exist.”

- Georgia Denny

The Result

Georgia has the capacity to keep growing. Her systems grow alongside her business now, so each new stage builds on a stronger foundation.

“The biggest difference is that my business has grown up.”

Georgia Denny · Career & Leadership Coach

Hours

of admin saved for every new client

1

connected system, instead of documents, spreadsheets and subscriptions that didn't talk to each other

Georgia Denny, Career and Leadership Coach

Georgia Denny Coaching

I'm still in her corner

Georgia's business keeps growing, so her systems do too. Whenever she's ready for the next step, I'm the one she calls.

“Running a business can actually feel quite isolating at times, but Becka genuinely feels like a trusted member of my team. She's invested in my success, celebrates the wins with me, and looks for ways to help my business become stronger.”

Georgia Denny

“Engaging Becka has been one of the best investments I've made in my business, and I wouldn't hesitate to recommend her.”