Systems Audit: Managing 20+ 1:1 Clients in a Google Sheet [Ep 62]

In this episode, I'm diving into a super interesting client case study about a fitness coach who came to me totally maxed out with managing over 20 one-on-one clients.

She loved her work and her clients, but was drowning in admin tasks and couldn't even think about taking on another client, let alone launching the group program she dreamed about for 2025.

I break down exactly how we transformed her chaotic Google spreadsheet situation into a streamlined system that actually works.

Here's what we covered:

• Why her business was actually more scalable than she thought (hint: it's all about how you structure your offers!)
• The three-phase solution we implemented to help her get her sanity back
• My "clean house" approach to systems (because trying to grow a messy business is like inviting people over to a cluttered house - sometimes you need to tidy up first!)
• The real reason why task-switching is killing your productivity (and what to do about it)

I also share my thoughts on why randomly creating SOPs isn't always the answer (even though it feels productive - I see you trying!) and what to do instead.

This episode is perfect for you if you're:

• A service provider or coach feeling overwhelmed by client management
• Someone who loves 1:1 work but wants to make it more sustainable
• Ready to stop working IN your business and start working ON it

Sometimes the most scalable solution isn't a fancy new tool or automation - it's just getting really clear on your systems first.

Listen in to hear the full breakdown of how we turned this overwhelm into opportunity, and maybe grab a few ideas for your own business while you're at it!

Want expert eyes on your systems? I do a limited number of Systems to Scale audits each month - Click here to learn more about working together!

Resources from this episode:

Don't let your systems sabotage your scale: Book Now

Connect with Sam:

• Website: https://www.systemswithsam.com/services 
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• LinkedIn: https://www.linkedin.com/in/samwhiz/