Sales automation
for a mindset coach.
84% more revenue from inbound DMs in six weeks.
A personal development coach sold through Instagram DMs and Zoom consultations. Leads were managed manually, with no CRM to organize conversations or track sales activity.
The starting point.
Lead information lived in DMs and Google Sheets. Warm leads were missed, follow-up was manual, and the business had little visibility into sales performance.
The implementation.
OMD built a Close CRM setup with automated lead tracking, follow-up, and re-engagement. Forms and Zoom calls fed AI summaries of objections, intent, and next steps into the sales process. The engagement also included hiring a sales rep and measuring performance.
The results in context.
Over six weeks, reported revenue from inbound DMs increased 84%, the close rate rose from 8% to 21%, and average deal value increased from $2.9K to $3.5K. These outcomes reflect the combined systems and sales-team changes.
Outcomes are reported for this individual engagement.
30 minutes to discuss your bottleneck, priorities, and fit.
Book a call with Omar