SweetProcess > Case Studies > Streamlining Employee Onboarding and Training: A Case Study on The Life Coach School

Streamlining Employee Onboarding and Training: A Case Study on The Life Coach School

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Technology Category
  • Sensors - Camera / Video Systems
Applicable Industries
  • Education
  • Transportation
Applicable Functions
  • Product Research & Development
Use Cases
  • Time Sensitive Networking
  • Virtual Training
Services
  • Training
About The Customer
The Life Coach School is a B2C company operating in the personal development industry. Established in 2007, the company has 12 full-time employees and offers a monthly membership program that teaches clients how to coach themselves, manage their minds, and control their thoughts to create the results they want in their lives. They also offer a coach certification program for individuals who wish to become life coaches. The company operates remotely and has set a goal to make $100 million in revenue by 2028.
The Challenge
The Life Coach School, a B2C company in the personal development space, faced significant challenges in training and onboarding its remote workforce. The company, which has 12 full-time employees, experienced difficulties due to a lack of formalized procedures and communication issues. The knowledge held by team members was often not documented, leading to loss of processes when an employee left the company. This issue was further exacerbated by a high turnover rate. As the company grew rapidly, employees were given more tasks, but the underlying issues remained unresolved. The company tried to systemize by creating process videos for every task, but this approach had its own drawbacks. It required team members to watch five- to 10-minute videos for every process they wanted to perform, leading to a significant time cost due to the lack of written documentation.
The Solution
The Life Coach School found a solution in SweetProcess, a platform that allowed them to organize their process videos and add written documentation. Despite initial skepticism due to the effort required to move all their processes from Basecamp to SweetProcess, the team was convinced of its benefits once they saw its capabilities. The company was able to maintain their video processes while adding step-by-step checklists for simple procedures, saving significant time. They also introduced a 'narrative' for every product they sell, detailing the customer's journey and the steps the employee needs to take during the process. The Life Coach School implemented a 30-, 60-, and 90-day delegation process for new hires, allowing them to gradually take on more responsibility in creating and following processes. This approach helped keep the company cohesive and ensured everyone could fall back on the documentation.
Operational Impact
  • The implementation of SweetProcess brought about significant operational improvements for The Life Coach School. The company was able to streamline its training and onboarding processes, reducing the time cost associated with relying solely on video processes. The addition of written documentation and step-by-step checklists for simple procedures has been a major time saver. The introduction of a 'narrative' for every product they sell has helped detail the customer's journey and the steps the employee needs to take during the process, improving the overall customer experience. The structured delegation process for new hires has also improved their integration into the company, ensuring they are capable of creating and following processes. Overall, the implementation of SweetProcess has helped keep the company cohesive and ensured everyone can fall back on the documentation.
Quantitative Benefit
  • Significant reduction in time and productivity loss due to streamlined training and onboarding processes.
  • Efficient organization of process videos and written documentation, leading to easy access and retrieval.
  • Implementation of a structured 30-, 60-, and 90-day delegation process for new hires, improving their integration into the company.

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