Case Study
SK Consulting is the practice of a coaching psychologist and author who has coached more than 20,000 people across 45 countries, alongside mentoring programmes, courses and international retreats.
Services
Document Processing
Workflow & CRM Integration
Industry
Coaching and events
Company Size
15 Employees
Timeline
3 Months
November 2025
From scattered admin to a connected client journey
SK Consulting
“Silvercrest AI helped our team work more efficiently and spend less time on day-to-day admin. They took the time to understand how we work and built a system that fits our business. We can now focus more on our clients.”
Sofia Kakkava
Founder
The challenge
An award-winning coach with clients in 45 countries, and a back office still held together by hand.
Clients arrived through five channels. Contracts, welcome documents and payment confirmations were handled one by one, then stored without a consistent naming rule. Onboarding took about two hours per client, and things still got lost. We first worked through how the team handled each stage of the client journey. We then connected the client record, contract and document trail around that process.
The approach
A workflow shaped around the way her team works.
Each new client now gets their own record and their own folder, created automatically. The contract is generated from the offer they bought, sent for signature and archived the moment it is signed. Payment confirmations, onboarding documents, call notes and recordings file themselves against the right client. The team sees where every client stands on one screen.
The Results
The paperwork runs itself. The team went from filing and chasing to work that actually needs a person.
More than 30 hours of manual admin a month, gone
About 75 percent less manual work per new client
Contracts generated, signed and archived without anyone filing them
Every client document in one place, findable in seconds
The team was trained on the system and runs it themselves
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