Client Overview

A high-profile creator with a massive personal brand in the business and agency space. They were monetizing with limited systems and inconsistent revenue. They came to us to build out their sales team and systemize their inbound volume and build a scalable, sales-first backend, paired with paid ads.

The Problem

Despite hundreds of thousands of followers and daily inbound traffic, the client lacked structured sales operations. Leads weren't being captured or followed up consistently. There was no CRM or reporting infrastructure. The offer was sold ad-hoc via DMs and Stripe links. There was no dedicated team just the founder closing everything manually.

What We Did

1. Funnel & Offer Ladder Creation

We refined the front-end funnel to emphasize urgency, clarity, and authority across the offer stack.

Key changes:

• Segmented Typeform to qualify leads by income, urgency, and budget
• Embedded success case studies into the booking flow to increase show rate
• Utilized Sendblue Automations to boost pre call reply rates with iMessage → Show rate increase
• Restructured the offer into a clear, segmented tiered system based on budget and commitment, so there was no pain point we couldn’t address:
  • $25K DFY Private Coaching
  • $15K DFY Cohort Model
  • $7.5K DWY Program
  • $2K DWY Sold on Webinar Series to get clients into the ecosystem

This gave the sales team flexibility in closing at multiple price points depending on lead type, while preserving high-ticket LTV.

2. Sales Team Buildout

We built and managed a 15+ person outbound sales team:

• Trained setters for IG, YT, email, and retargeting follow-up.
• Closers ONLY spoke to qualified leads
• Hired a dedicated sales manager to enforce SOPs, reporting, host daily calls and ensure the team stays well kept