Case Study: Business Coach and Consultant

Client: Professional Global Etiquette

Challenge: Adrienne, the owner of a business coaching and training business, was not using automation for repetitive tasks and communications while running her day-to-day operations. She was not keeping up with customer follow-ups, resulting in lost sales opportunities. She was not requesting reviews nor referrals on a consistent basis.


  • Conducted an initial assessment and identified key areas for automation.
  • Implemented an email marketing campaign using KEAP, set up landing pages to generate leads, scheduling, and integrated a CRM system to track customer interactions.
  • Provided training to Adrienne and her team, ensuring they were comfortable using the new tools.
  • Offered ongoing support to refine the automated processes based on performance data.


  • Adrienne saved over 10 hours per week on marketing tasks.
  • Customer engagement increased by 30% due to timely and consistent communication.
  • Sales increased by 20% in the first quarter after implementation.

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