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CASE STUDY /

5WH SYSTEM COACHING

 

Category :

Lead Gen & Ads

Client :

5WH SYSTEM

Start Date :

Feb, 2024

Website:

atomicbusinesscoaching.com

From Frustration to $2M Revenue in Just 6 Months

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We helped a coach and a finance professional collaborate, build scalable systems, and generate $2M in additional revenue within 6 months.

Two ambitious professionals—a business coach and a finance expert—partnered to create a powerhouse collaboration. Their goal was to combine their expertise in coaching and finance to offer a premium service for business owners seeking financial clarity and growth strategies. However, despite their combined skillsets, they struggled for years to create scalable systems and generate consistent leads for their business.

01 . The Challenge

For two years, the duo faced several challenges that kept their business from achieving its full potential:

1. Lack of Systems and Automation: They lacked streamlined processes to manage client onboarding, follow-ups, and lead generation, which limited their ability to scale.
2. Disjointed Marketing Efforts: Their previous attempts at lead generation were fragmented, leading to inconsistent results and wasted ad spend.
3. Brand Identity Issues: Without a cohesive brand strategy, their services were not effectively communicated, leaving potential clients confused about their unique value.
4. Low Lead Quality: The few leads they managed to generate were often unqualified, leading to low conversion rates and frustration.
5. Collaboration Complexity: As partners in two different industries, they struggled to align their messaging and offerings to appeal to a shared target audience.

02. Our Solution

To overcome these challenges, we implemented a structured approach focused on branding, lead generation, and automation. Here’s how we turned their vision into reality:

1. Brand Strategy Development: We created a unified brand identity that seamlessly blended their coaching and finance services. This included crafting a professional logo, designing cohesive marketing materials, and refining their messaging to clearly communicate their value proposition.

2. Paid Advertising Campaigns: We launched targeted paid ad campaigns on Meta (Facebook and Instagram) and Google Ads to generate high-quality leads. By focusing on small business owners and entrepreneurs looking for financial coaching, we ensured the ads reached the right audience.
3. Automated Lead Management: To streamline lead follow-ups, we implemented a CRM with automated email and SMS sequences. This system nurtured leads and guided them through the sales funnel, increasing conversion rates without additional manual effort.

4. Content Marketing: We produced educational content, including blog posts, social media videos, and webinars, to establish the duo as thought leaders in their fields. These pieces educated potential clients about the benefits of combining coaching and financial planning.

5. Optimized Landing Pages: We built dedicated landing pages for each service, tailored to their unique audiences. These pages included clear CTAs, testimonials, and detailed service explanations, driving higher engagement and lead capture rates.

6. A/B Testing: To ensure optimal performance, we continuously tested different ad creatives, copy, and targeting strategies, refining the campaigns for maximum ROI.

03. Results

1. 300+ High-Quality Leads: The ad campaigns generated over 300 leads within the first 5 months, exceeding initial expectations.

2. 70% Conversion Rate: More than 70% of the leads converted into paying clients, showcasing the effectiveness of the systems and strategies implemented.

3. $2M Revenue: The business achieved over $2M in additional revenue, transforming their operations and setting the stage for further growth.

4. Streamlined Operations: The automation systems saved countless hours, allowing the duo to focus on delivering their services instead of managing manual processes.

5. Enhanced Brand Recognition: Their cohesive branding and engaging content positioned them as trusted experts in their industries, attracting even more high-quality clients.

04. Conversion Funnel Optimization

A key part of our success was optimizing their sales funnel to ensure every lead had a smooth journey from inquiry to conversion:

1. Customized Funnels: We created separate funnels for coaching clients and financial planning clients, tailoring the messaging to each segment’s pain points and needs.

2. Follow-Up Automation: Leads were automatically nurtured with educational emails, case studies, and personalized offers, reducing drop-off rates and increasing bookings.

3. Remarketing Campaigns: Visitors who didn’t convert on their first interaction were retargeted with compelling offers, resulting in a 25% lift in second-chance conversions.

4. Interactive Webinars: We organized live webinars that allowed the duo to showcase their expertise, answer questions, and build trust with potential clients.

5. Referral Incentives: To encourage existing clients to spread the word, we introduced a referral program offering discounts on future services.

05. Scaling Results

As the campaigns delivered outstanding results, we shifted focus to scaling their operations:

1. Expanding Ad Campaigns: Increased ad budgets and expanded targeting to reach new geographic regions and industries.

2. Collaborative Partnerships: Partnered with complementary service providers, such as accountants and business consultants, to tap into their networks and expand the client base.

3. Upselling and Cross-Selling: Introduced tailored packages that combined coaching and financial planning services, boosting the average revenue per client.

4. Data-Driven Insights: Leveraged analytics to refine targeting and messaging further, ensuring continued success as the business scaled.

06. Future Plans

Building on their current momentum, the duo is now focused on expanding their impact even further. Plans include:

1. Launching a Digital Course: Developing an online course to teach entrepreneurs foundational financial planning and business growth strategies.

2. Expanding Globally: Targeting international markets to attract a global client base for their coaching and finance services.

3. Hosting Live Events: Organizing in-person workshops and retreats to deepen relationships with clients and provide hands-on coaching.

4. Scaling Team Operations: Hiring additional team members to manage the growing client base and ensure continued excellence in service delivery.

5. Investing in Thought Leadership: Publishing a book and creating a podcast to further establish their authority in coaching and financial planning.

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