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case studies

See how strategic planning, smart systems, and AI integration have transformed businesses just like yours

From Reactive Operations to Revenue-Generating Customer Systems

timeline: 3 months

Systems Design & AI Integration

Strategic Advisory & Mentorship

the challenge

This established business was stuck in reactive mode. Customer follow-up happened only when the founder remembered, there was no systematic prospecting, and all of her processes lived in her head. She was feeling like she was constantly in catch-up mode, mising opportunities, and not planning strategically. With revenue declining in a challenging market, something had to change

the solution
  • Multi-step automated customer follow-up utilising a newly onboarded VA, documented processes and templates, and AI-powered automations and triggers.

  • Cart abandonment recovery campaigns targeted to the specific customer, their order history, time since last ordering etc. 

  • Multi-channel cold prospect sequences with a balanced blend of automations and human input to ensure authenticity and oversight. 

  • Complete SOPs and template libraries

  • Team training and documentation

the results

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$20k

average monthly revenue increase

15hrs

per week in saved labour

100%

automated customer nuturing

From Content Overwhelm to Strategic Marketing System

timeline: 6-8 weeks

Growth Strategy & Roadmapping

Systems Design & AI Integration

the challenge

This business owner was constantly switching between roles - marketer, content creator, customer service rep - all while trying to grow their business. Content creation was a major bottleneck with no strategic foundation. Posts were sporadic and unfocused, captions took forever to write, and they had no clear understanding of who they were actually talking to

the solution
  • Deep customer avatar development for psychological and behavioral targeting

  • Comprehensive multi-channel marketing strategy framework

  • Monthly content planning system with strategic pillars

  • Custom AI assistant trained on their brand voice, strategy, and business

  • Streamlined content workflows allowing 4+ strategic posts per week in just 1.5 hours

the results

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400%

increase in social media posting

50%

increase in traffic from social media

weekly

strategically targeted email campaigns

From Manual Group Management to Automated Guest Experience

timeline: 3 months

Systems Design & AI Integration

Strategic Advisory & Mentorship

the challenge

This group experience provider was manually managing bookings where one person reserves for groups of up to 30 participants. No individual guest data was being collected beyond the booking contact, follow-up was sporadic, and the founder was overwhelmed with repetitive admin tasks. Each experience required multiple manual touchpoints, and opportunities for reviews and repeat bookings were being missed.

the solution
  • End-to-end pre-experience to post-visit automation workflows

  • Digital check-in system for comprehensive guest data collection

  • Automated inquiry responses with pricing and FAQ information

  • Personalized post-experience follow-up sequences for all participants

  • Review request automation and reputation management system

the results

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100%

guest data captured

increase in 5 star reviews

3X

guest follow up rate

100%

ready to get these results for your business?

Get in touch, and we'll schedule a call to find out more about each other. 

 

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