case studies

CASE STUDY 1

Service-based coaching business offering 1:1, program, and retreat-style support, operating primarily with digital tools like Jotform, Notion, and Google Drive.

Problem

The backend of the business was disorganised and overly manual. The client was using multiple disconnected systems (Google Drive, OneDrive, Outlook, Notion, and Jotform) with no clear structure. SOPs were inconsistent or missing, onboarding was clunky, and client management relied heavily on manual actions—making scale impossible and draining her capacity.

solution

A full operations overhaul. We centralised her tech stack, transitioned all systems into Google Workspace and Notion, and designed a structured, scalable backend. Every stage of the client journey was systemised—from onboarding and payments to feedback and resigns.

implementation

We built a custom Notion Business Dashboard and CRM, restructured Google Drive, created automated onboarding systems, and established scalable SOPs for every core function. Automated email flows, streamlined scheduling, and integrated feedback processes were implemented to ensure the Client could operate like a true CEO—with clarity, consistency, and zero chaos.

CASE STUDY 2

The Clients onboarding process was completely manual, fragmented across multiple platforms (Instagram, Jotform, Gmail, Telegram), and lacked automation. She was spending hours confirming bookings, sending Stripe links, following up manually, and tracking client milestones using spreadsheets—making the process time-consuming and prone to human error.

Holistic life and fitness coaching brand offering 1:1 mentorship containers, with client touchpoints managed through Instagram, Jotform, Stripe, Google Drive, and Telegram.

Problem

solution

A complete onboarding revamp that brought structure, automation, and professionalism to the client journey. We centralised communications, automated critical touchpoints, and built a seamless client flow that reduced time spent onboarding by over 50%.

implementation

We introduced a systemised funnel starting with a Jotform application, Zapier-automated emails, and a Stripe payment workflow. The Client’s welcome email now includes all essentials in one place—T&Cs, a Life Scan form, a Telegram setup guide, and call scheduling. We created a structured client file system in Google Drive, automated reminders for payments and container end-dates, and mapped out offboarding and resign sequences. She now runs a professional backend that supports her big vision—with zero back-and-forth.

CASE STUDY 3

The backend of the business couldn’t keep up with the hybrid model. Clinic systems were disconnected from the education and coaching side of the business. Manual booking, clunky onboarding, and scattered file storage created double-handling, client drop-off, and unnecessary admin bottlenecks. There were no clear SOPs for launching digital products or managing coaching clients—making scale feel impossible.

A growing physiotherapy practice offering in-person clinical treatment, alongside a suite of online courses, professional development seminars, and 1:1 coaching for emerging practitioners.

Problem

solution

A hybrid operations framework was implemented—bringing the clinical and education arms of the business into one streamlined ecosystem. From client onboarding to course delivery to event logistics, every touchpoint was centralised, automated, and documented for long-term growth and team scalability.

implementation

We built out a central business hub using Notion for task, project, and client management, and structured Google Drive to house everything from consent forms and exercise sheets to digital product assets.

  • Clinic bookings, client notes, and practitioner scheduling were systemised using a Google-integrated calendar and file-sharing system.

  • Online course onboarding and coaching packages were automated using tools like Jotform, Stripe, and Zapier—removing the manual follow-up process entirely.

  • A repeatable framework was created for seminar launches, speaker coordination, and attendee workflows, including email automation and post-event feedback loops.

This streamlined backend now supports in-person care, digital product sales, and high-touch mentoring without draining the founder’s capacity—or compromising client experience.

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