Services

Executive & Administrative Support

Day-to-day support for keeping your practice organized and on point.

  • Calendar & inbox management

  • Client onboarding & intake coordination

  • Internal & external scheduling

  • SOP documentation and maintenance

  • File organization & secure data entry

  • Project and task coordination

Client Experience & Communication

Enhancing client relationships and supporting your front end touchpoints.

  • Community and client communication management

  • Discovery call handling & follow up

  • Onboarding/offboarding process management

  • Support for student programs or group coaching containers

  • Logistics, research, and scheduling coordination

  • Light marketing, website, and social media support

*Virtual Assistant packages start at $1,400*

Ease & Efficiency Consulting

Simplifying the business side of your practice so you can focus on what you do best.

  • Recommendations for booking and scheduling systems that keep things running smoothly

  • Guidance on policies and practices that set clear expectations with clients

  • Advising on streamlined billing and payment options

  • Support in designing a seamless client journey from intake to follow-up

  • Recommendations for communication tools that cut down on overwhelm

  • Advising on team structure, delegation, and workflow clarity

  • Creating onboarding and offboarding processes that feel professional yet personal

*Consulting packages start at $500*

Billing & Payment Support

Helping you stay on top of financial tasks so you can focus on service.

  • Invoicing, payment tracking & reconciliation

  • Insurance verification

  • Copays, superbills, and claims processing

  • Payment system integration and process optimization

Book a Free Discovery Call

Questions before getting started?

Please feel free to send an email to hello@serenebusinesssolutions.com