Scaled Mindset Coach's Revenue 84% With Sales Automations

Client Snapshot

• Industry: Personal Development Coaching
• Audience Size: 50,000 Instagram Followers
• Offer: $3,000 Group Coaching Program
• Sales Channels: IG DMs + Zoom Consultations

The Problem

Before working with us:

• Leads managed manually in IG DMs and Google Sheets
• No CRM, no automation, no clarity on sales performance
• Warm leads slipping through the cracks
• Sales calls untracked, unreviewed, unoptimized
• 40 hours per week spent just managing the pipeline

The Fix

Here's what we did:

• Connected all lead submission forms and Zoom sales calls to AI to summarize objections, buyer intent, and follow-up
• Built a custom CRM with Close
• Automated lead tracking, tagging, follow-up, and re-engagement flows
• Hired a sales rep and scored performance using sentiment and keyword analysis
• Delivered hyper-personalized nurture messages using real sales data

The Results (In 6 Weeks)

Client Testimonial

"Before working with Omar and the team, I was buried in my DMs and constantly stressed about missing leads and how much money I have to make this month. Now, I feel like I have a system running behind the scenes that is messaging my leads and following up with them. My sales calls are sharper because I am able to know what the lead is trying to achieve and what brought them to me, and I'm making more money while actually spending my time closing clients and making masterclasses!" — 6-Figure Mindset Coach

What This Means for You

If you're a coach, creator, or expert with attention but no backend system, you're bleeding revenue. This isn't another template. We build the machine that closes deals, uncovers hidden cash, and gives you your life back.