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Teleclass: Systems Strategies To Enhance Client Onboarding and Engagement

January 27, 2022 @ 11:00 am - 12:30 pm

$10.00 – $32.50


Topic: Systems Strategies To Enhance Client Onboarding and Engagement

Speaker: Jackie Appleby

CCEs: 1.0 Core Competencies / 0.5 Resource Development

Date: Thursday, January 27, 2022

Time: 11:00 AM – 12:30 PM Pacific Time

Location: Virtual meeting via Zoom.us / Your link to join the conference will be sent after you register. Remember to login before registering for the event.



As business owners we often find ourselves juggling multiple balls to get ahead of all the operational tasks that need to be carried out in order to run a thriving coaching practice. We can use more of our time partnering with our clients if we leverage a systems strategy to help manage our client communications and onboarding as well as routine every day to complex tasks.

How do you free up your time from client administrative tasks so that you can concentrate on coaching and still make a living? How do you ensure that your clients are getting the support they need outside of coaching sessions and that your communications are running seamlessly and efficiently? By implementing a Systems Strategy. Utilizing systems and processes that are automated will save you both time and money.

In this interactive presentation, we will cover:

  • What systems provide the greatest bang for your investment dollar.
  • How a systems strategy can save you time, help you meet your income goals, and help you to be more effective in running your business.
  • How a systems strategy can help you deliver an enhanced client experience consistently.
  • Key platforms to support your business management, email marketing, lead-generation activities, and book-keeping and money-management needs.

We’ll explore best practices on how to provide a holistic, superior client experience through interactive dialogue.


About Jackie Appleby

After many years working for large corporate companies in customer service roles, leading teams, managing projects, administration, managing finances, bookkeeping, reconciliation, coaching and facilitating, and Customer Relationship Management, I have found my need to be in a position that offers me great variety and a fast-paced environment. A love of learning keeps me engaged and always ready to assist with the next big thing! I have a unique talent that enables me to assist in building teams where processes and technologies are at the forefront allowing the ability to work smarter not harder while having fully engaged colleagues. Working with me not only brings a fun, rewarding environment but also leads to streamlined processes and increased productivity. Acting as your accountability partner, I specialize in small business operations where you bring the money earning skills and I show you how to manage the rest and grow your business.


Learn more Jackie Appleby




January 27, 2022
11:00 am - 12:30 pm
$10.00 – $32.50
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