This client needed organization and training on Podio in the areas of Business Management/Development, Sales & Marketing, Project Management, Document Management, Scheduling, Collaboration Inside & Outside of the company.
This was a very extensive project which included building out 9 workspaces and over 86 apps in Podio. Throughout the process I also recommended several business process improvements. Once the initial implementation was complete, it transitioned into a year long coaching engagement. Working with high net worth clients like this is a real privilege, they have unique needs that you need to account for and respect. Building trust takes a long time.
I also set the client up with additional software that helped meet his unique needs.