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Automation

The admin behind an international coaching business, automated

Client
An international online educator
Industry
Online education and coaching
Team size
Established practice
Location
NZ, serving NZ/AU + EU
The admin behind an international coaching business, automated

The problem.

An established educator with clients across NZ, Australia and the EU was doing too much by hand: list management, reporting, meeting prep, task logging, across a sprawl of platforms. With EU clients, GDPR and data-processing weren't optional.

What we built.

A suite of automations built around her real tools — Klaviyo list automation off WooCommerce, pre-meeting summaries, agenda automation, email-to-task logging, NZBA reporting, membership management — plus a website rebuild. GDPR and data-processing handled explicitly, and run as a managed service.

How it works.

  1. Automate the manual work

    Klaviyo off WooCommerce, summaries, agendas, email-to-task, reporting, membership.

  2. Website rebuild

    Rebuilt the site alongside the automations.

  3. Compliance, run for her

    Data-processing done to GDPR standard, ongoing.

Tell us what’s slowing you down.

A short conversation, then a clear plan for what we’d build. No pitch, no jargon.