majordome.The Monday before
Célia Nemoz supports women clients in business coaching. Her job is the session and the relationship. All the rest, welcoming a new client, the documents, the follow-up between two meetings, was work done by hand. A form filled in here, a record created there, a message to send in the evening, a follow-up forgotten the next day.
What it was costing
What was blocking her was not the difficulty. It was the horizon. She knew what had to be put in place. She could also see the size of the job: months. And a job that takes months is a job you put off indefinitely, because there is never a good moment to start it.
It was the time, more than the complexity, that stressed her.
How we worked
We started with the shortest and most repeated workflow: the arrival of a new client. The registration form is connected to the CRM, the CRM to the client space, the client space to the documents. The coaching calls are transcribed and filed with the record. One complete workflow, in production.
Then the channel where her clients already write: WhatsApp. An assistant lives there between the sessions, so that something answers when Célia is in session with someone else.
What is running today
An onboarding that triggers itself: the completed form creates the space, sends the documents, starts the follow-up. A WhatsApp assistant between the sessions, switched on when she decides.
Technical: a form connected to a Notion CRM, call transcriptions, client spaces, a WhatsApp assistant.
What changed, and what remains
The subject is no longer on the pile of things to do one day. For the rest, these are her words, not mine.
“The time was what really stressed me: telling myself it would take six months. In one week, we settled what would have taken me months. It takes a huge weight off my shoulders.”
Célia Nemoz, business coach. Translated from French.
If this sounds familiar
If you too have a job you keep putting off because it would cost you months, the diagnostic starts by costing it honestly. Sometimes the answer is that it is not worth it. Often, it is that it costs a lot less than you think.