Overview
A high‑ticket coaching business was capped at $300 K per month. The founder and two closers juggled every lead, call, and follow‑up manually, with no CRM or automated funnel in sight. They asked us to install a system that could multiply revenue without multiplying the founder’s workload.
Our Approach
- Funnel & CRM Buildout
• Launched a GoHighLevel instance from scratch.
• Linked Typeform → VSL video → Calendar booking with automated lead routing.
• Added lead tags, follow‑up automations, and abandoned‑call recovery flows. - Show‑Rate Optimization
• “Next‑Steps” video before booking to pre‑frame and qualify leads.
• Confirmation‑page video plus Typeform activator questions.
• Dynamic SMS/email reminders tailored to lead source and urgency. - Team Expansion & Enablement
• Recruited two setters and two closers.
• Rolled out scorecards, daily pipeline reviews, and weekly call‑audit coaching. - Offer Optimization
• Introduced structured up‑/down‑sells by commitment level.
• Automated offer logic tied to call outcomes (e.g., no‑show triggers down‑sell sequence).
• Added evergreen webinars and workshops for the warm audience.
Results After 10 Months
- Revenue grew from $300 K → $1.8 M per month.
- Close rate doubled from 14 % → 28 %.
- Show rate leapt from 50 % → 75 % thanks to the pre‑frame funnel.
- Fully systemized sales team now runs without founder involvement.
- Backend automations handle 800+ leads per month with zero drop‑off.
Insights
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