Customer reference
Coach'Mi - Business, Confidence, Success
Passionate about personal development and entrepreneurship, Mireille grew up in this world thanks to her parents, both business owners. After earning a degree in business in 2003, she explored various professions before joining the family training centre in 2009. A regular practitioner of meditation and yoga, she specialised in helping companies improve workplace well-being. As a certified coach, she supports both leaders and employees in thriving, with dedication and commitment.
Industry
Location
CUVRY, France
Implemented by
Case on Odoo
The context
From a solo coaching practice to structured, digital-first operations
Coach'Mi - Business, Confidence, Success is a business coaching practice based in CUVRY, France, where certified coach Mireille supports leaders and employees in improving workplace well-being and thriving in their professional lives.
Before this project, the client was already using Odoo ERP but without fully structured processes. The website had not yet been launched, online visibility was limited, and there was no clear, documented way to manage and optimise the existing Odoo environment across sales, customer relations and services.
The priorities were to organise the business around reliable, efficient processes, build a professional online presence to attract and reassure clients, strengthen organic SEO to increase visibility, and gain confidence in the feasibility, budget and roadmap of the Odoo-based transformation.
Their needs
Clarifying processes, launching the website and boosting visibility
The client wanted to keep Odoo ERP but use it in a more structured way, launch a professional website, and significantly improve SEO, while being supported step by step with solutions tailored to their coaching business and growth ambitions.
- Structure and formalise business processes within Odoo to support day-to-day coaching activities.
- Launch a professional website connected to Odoo to showcase services and capture leads.
- Improve SEO and online visibility so potential clients can easily find Coach'Mi.
- Gain assurance on feasibility, budget, approach and timeline through a clear, well-documented analysis.
The proposed solution
A complete Odoo analysis to organise operations and prepare for growth
Captivea Luxembourg began the project with a complete analysis of the existing Odoo environment, combining business discovery and themed workshops with the different stakeholders. They produced detailed deliverables, presented their conclusions, handled feedback and confirmed the budget and timeline. This analysis laid the foundations for structuring processes around Odoo apps such as CRM, Sales, Subscriptions, Project, Planning, Appointments, Events, Surveys and Documents, and for launching a website and SEO strategy that would centralise customer information, automate quotations and invoices, simplify recurring subscription management and enhance online visibility.
The first step of this project is to perform a complete analysis of the client's Odoo environment.
Analysis objectives
- To be reassured on the faisability
- Show that we understood their business
- To confirm a budget
- To know and confirm how we will do it
- Know the timeline
Analysis processes
- Business discovery
- Workshops By theme / group of people / domains
- Create the deliverables documents
- Present it
- Handle feedback
The results
Benefits & Returns on investment
What the client gained, day after day, once the solution went live.
Time saving
- Centralized organization of financial documents
- Generate quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gain
- Centralized management of leads and customers, increasing sales team efficiency
- Smoother order processing with real-time stock tracking
- Clear visualization of performance and key indicators
- Quick access to employee information
Increase in sales
- Improved client satisfaction through faster project delivery
- Better time management that helps allocate resources to the most profitable projects
- Identification of additional needs through ticket analysis
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