Sara had built a successful coaching business, but she was exhausted and had lost the excitement she once felt about her work. Her sales process relied heavily on hour-long calls.

She'd worked with other sales and marketing professionals, but their approaches didn't align with her philosophy. She wanted prospective clients to feel supported and understood, not pressured into buying. At the same time, she needed a sales process that actually converted.

She knew she needed help, but wasn't entirely sure what needed to change. She wanted someone who could take ownership of sales, understand the nuances of selling personal transformation, and help her get back to the work she loved.

Lauren stepped in as Director of Sales and began restructuring the sales process to build trust, educate prospects, and address objections before they ever got on a call.

Rather than relying on longer sales conversations to do all the heavy lifting, we focused on creating a more effective buyer journey that could convert more prospects with less time and effort.

We:

• Shifted from hour-long sales calls to streamlined 15-minute check-ins, allowing prospects to arrive more informed and ready to make a decision.
• Developed a webinar and VSL that educated prospects, built trust, addressed objections, and did more of the selling before the call.
• Refined the messaging and sales psychology to improve conversions without aggressive or manipulative tactics.
• Coached Sara through webinar rehearsals, fine-tuning everything from the messaging and offer presentation to her delivery, confidence, and sales energy.
• Supported the coaching program launch through webinar strategy, conversion optimization, and sales leadership.
• Provided sales coaching and mindset support to help Sara and her team approach selling with greater confidence.
• Helped Sara reconnect with her vision and bring more of her authentic voice into the business, rather than following marketing strategies that didn't feel like her.

• High-converting webinar and video sales letter (VSL)
• Sales process restructuring and 15-minute check-in framework
• Webinar messaging and conversion strategy
• Coaching program launch strategy and sales support
• Webinar presentation coaching and optimization
• Sales mindset coaching and team leadership
• Strategic sales direction and ongoing conversion support

• Enrolled 67 clients into a high-ticket coaching offer ($3,000–4,500).
• Increased the sales-call close rate from approximately 10% to 33–40%.
• Reduced sales conversations from approximately 60 minutes to 15 minutes.
• Developed a high-converting webinar that sold effectively without aggressive or manipulative tactics.
• Created a more streamlined sales process that helped prospects arrive informed, qualified, and ready to make a decision.
• Gave Sara confidence that her leads were being taken care of through a sales experience that reflected her values.
• Helped Sara regain her excitement, confidence, and passion for her business after years of burnout.

One of the biggest transformations wasn't just in the numbers. Sara went from feeling disconnected from her business to feeling excited about what she was building again. In her own words, Lauren helped her get her spark back.

Stacey didn’t have a system to help her scale without using more of her time. Every sale required her to be directly involved. She was working five days a week, handling sales calls and delivery, and her business was running her rather than the other way around.

She could serve a maximum of about 20 clients at a time, and increasing that number would have meant increasing the number of hours she worked — which was the opposite of what she wanted. A lot of the people she was talking to on calls weren’t even qualified to buy, which meant she was wasting time on prospects who were never going to convert.

We started by really getting to know Stacey — her business, her clients, and the kind of lifestyle she wanted. We dug into her current offer, her ideal client, and her messaging to understand what was working and what wasn’t.

From there, we:

• Refined her messaging and ICA so the right, qualified people started showing up — and buying without needing her on a call
• Restructured her offer to reduce the number of days she needed to work while doubling her membership capacity
• Created a lower-level offer as an additional entry point for clients to come in where they were
• Built a sales funnel that did the selling for her — so consult calls were no longer required
• Identified the key things Stacey had to teach all clients to succeed in family court, then created training modules that took her out of the equation
• Those trainings also became an on-demand course — another scalable revenue stream
• Redesigned the client onboarding system so people were set up for success automatically, without Stacey hand-holding each new client
• Built out a full client experience so the entire journey felt cohesive and elevated
• Helped Stacey step into her CEO energy — so she felt like the leader of her business, not the operator
• Took her from zero social media presence to a recognized thought leader on LinkedIn

• Refined messaging and ideal client clarity
• Restructured offer suite with multiple tiers (including a new lower-level entry offer)
• End-to-end sales funnel that eliminated the need for consult calls
• Training modules and on-demand course built from Stacey’s core IP
• Automated client onboarding system
• Full client experience design (discovery through delivery)
• LinkedIn thought leadership strategy and execution (from zero to established presence)
• Hired and onboarded an executive assistant for Stacey
• Brought on an additional coach to expand delivery capacity
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• Doubled her membership while reducing her work schedule from five days a week to approximately three
• Consistently hitting $30K+ months
• Completely eliminated consult calls — with the same (or greater) influx of business
• Able to take multiple weeks off per year for vacation while the business runs without her
• Attracted a higher caliber of client: more affluent, tech-savvy, and decisive — clients who hear what she has to say and sign up without decision drama
• Went from zero LinkedIn presence to a recognized thought leader with a consistent pipeline of referrals and clients from the platform
• Brought on an additional coach and executive assistant, allowing her to truly operate as CEO

In Stacey’s own words: “Since automating my systems and eliminating the consult call, I am attracting more affluent and sophisticated clients who need my help. Once they hear what I have to say, they can see that they need what I offer and they just sign up without a bunch of decision drama.”

Whitney had more leads than she had time to close. She was spending the majority of her week on sales calls — many with people who were never going to buy — leaving almost no time for delivering her programs, creating content, or growing the business.

On top of that, her existing systems were literally crashing under the volume. A previous agency had set her up on a platform that wasn’t the right fit, and she wasn’t getting the support she needed to use it effectively. She was losing leads, burning out, and stuck on the sales-call hamster wheel.

In short: Whitney’s business was running her, rather than her running her business.

Lauren initially stepped in to take over Whitney’s sales calls so we could see what was really happening. That’s when we made a critical discovery: prospects wanted Whitney. They didn’t want to talk to someone else — they wanted to hear directly from her.

So rather than outsourcing her sales calls, we shifted the entire strategy. We:

• Assessed who Whitney’s clients really were — their pain points, real objections, and what language would actually move them to buy
• Dialed in the messaging to get more specific and attract the right, qualified buyers
• Created a masterclass that spoke as if Whitney was directly talking to each viewer — addressing their pain points, shifting their perspective, and positioning her group coaching program as the clear next step
• Lauren wrote the full script and coached Whitney through recording the video
• We handled editing and production of the masterclass video
• Emily evaluated Whitney’s tech stack and identified that her current systems couldn’t handle the volume — then rebuilt her backend infrastructure on the right platform

• High-converting masterclass / VSL that sold on Whitney’s behalf
• Full end-to-end evergreen sales funnel (opt-in through conversion)
• Complete email sequence to nurture and convert leads
• Backend systems overhaul — migrated to a platform that could handle her volume without crashing
• Automated lead qualification so unqualified prospects were filtered out before taking her time
• On-demand purchasing system so people could watch and buy without Whitney’s involvement

• The funnel generated over $1M in revenue over approximately 18 months — without any of Whitney’s time on sales calls
• First partial year (approx. Sept–Dec): $20K–50K in initial revenue
• First full year: over $750K in funnel-driven revenue
• Whitney went from ∼$12K/month to consistently scaling her income through the evergreen system
• Grew her coaching program from roughly a dozen clients to close to 100 at peak
• Completely eliminated the need for one-on-one sales calls
• Freed up Whitney’s time to focus on content creation, delivery, and business growth
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