Client: Michelle, Certified Wilson Dyslexia Practitioner/ Business Coach

• Streamlined email + lead management to capture missed opportunities

• Designed a full sales funnel (opt-in, application, sales page, email automations)

• Built onboarding workflow (forms, welcome emails, class reminders, portal setup)

Results:

• 38% increase in masterclass attendance

• 462% increase in net revenue in one month

Overview

Michelle is a certified Wilson Dyslexia Practitioner, entrepreneur, and coach who teaches struggling readers online while helping other tutors build thriving virtual tutoring businesses.

After fully transitioning to online tutoring due to health challenges, and later guiding other tutors during the pandemic, Michelle began attracting a steady flow of organic leads through social media. However, her growing visibility quickly revealed deeper system gaps behind the scenes.

Objectives

• Organize and streamline backend systems to handle growing leads

• Convert missed inquiries into active clients

• Build an automated funnel that supports consistent conversions

• Improve client onboarding and communication processes

Challenges

Michelle’s operations relied heavily on manual work, resulting in:

• Disorganized emails and delayed responses to potential clients

• Missed conversion opportunities due to the lack of a structured follow-up process

• Manual payment handling and scheduling

• Inconsistent client experience and onboarding flow
  
  

Deliverables

• Email Inbox Organization: Labeled and prioritized all client communications, ensuring no lead was missed

• Sales Funnel Build: Created opt-in, application, and sales pages with automated email follow-ups

• Customer Journey Mapping: Defined each stage of Michelle’s student experience from inquiry to enrollment

• Onboarding System Setup: Built automated workflows, including welcome emails, access portals, and reminder sequences
  
  

Outcome

• Recovered and converted previously missed leads

• Achieved a 38% increase in attendance for free masterclass events

• Generated a 462% increase in net revenue within one month

Impact

This collaboration not only streamlined Michelle’s business but also positioned her as a confident, scalable educator in the online tutoring space. By transforming her manual operations into an automated system, she gained back time, improved client experiences, and achieved measurable growth, both in engagement and income.