Scaling a Coaching Business: From Overwhelmed to Automated
How we helped a leadership coach scale from 1:1 sessions to a thriving membership community with AI-powered systems.
Key Results
The Challenge
Sarah was stuck in the 1:1 trap—trading time for money with no path to scale. Her calendar was full, but her impact and income had plateaued.
The Solution
We built a complete business operating system: automated client onboarding, AI-powered content creation, and a membership platform with course delivery.
The Challenge
Sarah Mitchell had built a successful executive coaching practice over 5 years. She was fully booked with 12 high-ticket 1:1 clients, but she'd hit a wall:
She knew she needed to productize her expertise but had no idea where to start.
The Solution
Discovery: Finding the Leverage Point
In our strategy session, we identified that Sarah's real value wasn't the 1:1 time—it was her proprietary leadership framework. That framework could be delivered in multiple formats:
Phase 1: Content Liberation (Week 1-2)
We extracted Sarah's methodology through structured interviews and built:
Phase 2: Platform Build (Week 3-4)
Using WeWeb and Supabase, we created a branded learning platform:
Phase 3: Automation Engine (Week 5)
We connected everything with n8n automations:
Phase 4: Launch & Scale (Week 6+)
We orchestrated a founding member launch:
The Results
6-Month Snapshot:
Qualitative Wins:
The Tech Stack in Action
[New Lead] → ConvertKit nurture sequence
↓
[Purchases] → Stripe → Supabase (creates account)
↓
[Onboarding] → n8n → Personalized email flow
↓
[Learning] → WeWeb course platform
↓
[Engagement] → AI monitors progress, triggers support
↓
[Renewal] → Automated billing + retention sequence
Key Insights
What's Next
Sarah is now developing a "train the trainer" certification program, turning her best students into licensed coaches who expand her impact globally.
Technology Stack
“I went from burned out and capped at $15k/month to running a $50k/month business that gives me my life back. Lorenzo sees possibilities I couldn't imagine.”
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