Marketing Ops Overhaul for 7-Figure Coaching Brand
Rebuilt their entire marketing operations: CRM automation, content pipeline, and client onboarding. Team capacity doubled without new hires.
† Figures marked † are internal estimates pending verification. We will replace them with audited numbers or remove them.
The problem
Growth had outpaced process. Onboarding was manual, the CRM had drifted out of sync with reality, and churn was going unnoticed until it showed up in revenue.
What we built
CRM automation
Lifecycle stages, deduplication, and enrichment running automatically on every record.
Client onboarding flow
Intake, access provisioning, and kick-off tasks triggered from the payment event.
Churn signals
Engagement drop-offs flagged to the team before a cancellation, with a recovery sequence attached.
Stack
Timeline
- 01Week 1
Audit
Map current workflow, data sources, and failure points. Agree on the metric that defines success.
- 02Weeks 2–3
Build
Integrations, agents or tracking built against the real stack, tested with real data.
- 03Week 4
Deploy
Production cut-over with monitoring, alerting, and a written runbook.
Have a similar problem?
Thirty minutes. We'll tell you whether this approach fits your stack and what the first build would be.