One tool to run every part of a coaching business
Nadia works internationally and coaches around 50 clients in her Actionista Academy, as well as her one-to-one clients. She was looking for one tool to help her manage every aspect of her business, and it had to cover:
- A clear financial picture: One simple way to track invoices and expenses that would show her financial position instantly.
- Invoicing in different currencies: Working internationally, she needed to invoice clients in more than one currency.
- Online payments: Clients needed a way to pay her online, via PayPal or Stripe.
- Every client's progress: With around 50 academy clients plus her one-to-one clients, keeping track of everyone's progress was a challenge.
- A sensible price: All of this, from a tool that doesn't cost a fortune.
“I wanted one simple way to track my invoices and expenses – something that would give me a clear picture of my financial position – instantly.”
A project for every client, with invoicing built in
Features Nadia uses
Avaza turned out to do all of those things, without costing a fortune. Every one of Nadia's clients has their own project, so she can easily see where each of them is at, and clients can ask her questions and send her files without leaving the system.
The finances run in the same place. Nadia tracks invoices and expenses together, invoices international clients in different currencies and lets clients choose whether to pay online with Stripe or PayPal.
How Nadia works in Avaza
- A project for every client: Each client has their own project, so Nadia can easily see where they're at.
- Customer portal: Clients manage their own to-dos, and Nadia can see exactly what's going on.
- Email collaboration: Nadia replies to tasks by email, and her response is kept on file.
- Invoices and expenses together: One place to track both, with invoices in different currencies for international clients.
- Paid online: Clients pay their invoices online, choosing between Stripe and PayPal.
“The fact that my clients can pay me online simply and easily – is really important to them (and me!) I love the fact that they have a choice between Stripe and PayPal – because people like different things.”
Her whole business, a click away
With client work and finances in one system, Nadia no longer has to wonder what is going on in her business or with her clients.
- A clear picture with one click: All the information she needs about her own progress and her clients' progress is a click away.
- Every client in one report: A single report shows everyone's projects in one place.
- Time back from billing: The recurring invoice feature has saved her loads and loads of time.
- Payments made easy: Clients can pay online simply and easily, in the way they prefer.
“Avaza has been amazing! Before I started using it, I had the constant feeling that things in my business were a bit all over the place, that I didn't really know what was going on. Now I know that with a click of a button I can access all the information I need to get a clear picture of my progress and my clients' progress too.”
Nadia's advice for other service businesses
“I really recommend Avaza for anyone running a service-based business – where you want to keep track of your client projects and manage your finances all in one place.”
