A busy coaching business with several programs, a membership and a growing list. The owner was the only person who knew what needed doing each week, so launches, fixes and client support all lived in her head and in scattered messages.
What we set up
One shared weekly board for every task, grouped by week, with owner, status, date and links
Daily and weekly routines built in: community checks, email and client support, weekly community posts
Launch and build work tracked line by line: checkout offers, landing pages, opt-in forms, sales pages and payment links
Clean-up work logged too: removing opted-out contacts, retiring inactive tags and forms, re-tagging warm and cold leads
Clear statuses, including "Need review" and "Hold", so the coach only steps in when a decision is truly hers
Why it matters
The coach can open one board and see exactly what's done, what's waiting on her and what's next. Nothing depends on memory, and handovers to a VA or the LANAH & Co. team take minutes, not days.
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Posted Sep 25, 2026
One shared weekly board for every launch task, fix and daily check, so nothing lives only in the coach's head and handovers take minutes.