RECENT PROJECT

UPGRADED
SYSTEMS

FOR STEPHEN MILLS

OBJECTIVES

Stephen wanted to upgrade his current coaching systems for his Online Coaching business.

MAIN POINTS

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Save Time
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Deliver a Better Service
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Attract More Leads
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Generate More Referrals
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Systemise His Business
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Nurture Prospects

HERE'S WHAT WE BUILT

LEAD MAGNET

He wanted a lead magnet process that grabs attention, nurtures prospects & pushes them toward his coaching. To do this we built him a Custom Calorie Calculator with example meal plans

LANDING PAGE

He then needed a place for prospects to grab his amazing new free product. So we built this Opt-in Page

EMAIL SEQUENCE

Once prospects opted in & received the product, they are added into an email nurture sequence providing More free value & Social Proof

LEAD MANAGEMENT BOARD

All the prospects are then added into a lead tracking pipeline so he can reach out to people at specific times to offer them calls & track his sales

AUTOMATED ONBOARDING

To make his online program smooth, it all starts with automating his onboarding for new clients

SMART CHECK-IN
SYSTEM

We then set up his new check-in system using logic to achieve 3 things... More engaging for clients, Better information for him & Faster Feedback

CLIENT MANAGEMENT DASHBOARD

Once clients are in the program, all the heavy lifting is automated for him including everything below

Once clients are in the program, all the heavy lifting is automated for him including everything below

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Client journey tracking
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Milestones
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Reminders
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Documents
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Check-in urgency ratings
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Check-in follow up reminders
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Storage of old check-ins
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Intake form storage
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Service review management

CALL BOOKING SYSTEM

We then set him up with a new call booking process. Where we pre-qualify the prospects & redirect them to a confirmation page after booking

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