Operational Case Studies
From fully manual, lead-by-lead booking to a 100% automated client journey — from first click to signed contract — in 7 days.
Client: Beautiful By "D" Events & Creations
Platform Ecosystem: Kajabi & JotForm
By the numbers
- 10+ hrs/week of manual admin work eliminated
- 3Â automated workflows built (welcome sequence, rental purchase, booking & onboarding)
- 100% faster time from lead to booked, paid client
The Challenge
Every booking used to start the same manual way: over the phone consultation, handwritten notes, and a separate administrative scramble for each lead. There was no single system tying it together — just scattered tools and constant back-and-forth. Onboarding meant chasing payment, agreements, and project details one email at a time. And with no automation in place, taking on more bookings meant taking on more risk of the owner burning out.
The Solution
EMC built a complete digital infrastructure on Kajabi, engineered around one goal: get the owner out of the day-to-day.
Connected the custom domain and email servers, rebuilt the homepage, launched a new high-converting landing page, and optimized SEO across key pages.
Three automated workflows, one connected system:
- Welcome Sequence:Â New subscribers are tagged and welcomed automatically, with an instant notification to the owner.
- Rental Purchase Flow: Buyers are tagged at checkout, routed to a thank-you page, and sent instant receipts — with live inventory counters and sold-out alerts built in.
- Booking & Onboarding Engine:Â Payment is captured at checkout, then clients are automatically tagged, confirmed, and walked through contracts and next steps with zero manual follow-up.
Step-by-step SOPs and ready-to-use email copy for every workflow, so the system runs without the owner in the loop.Â
The Transformation
Before: Every lead required a live consultation and hand-built paperwork. After: Leads pay online, sign automatically, complete planning questionnaire, and book a planning session — start to finish, without the owner touching a single email.
Conclusion
Beautiful By "D" now runs on a luxury-grade automated backend built to absorb more bookings and new services without adding more hours to the owner's day.
From broken, hand-built automations to a fully standardized system handling client acquisition, lead nurture, and hiring — with zero dedicated HR staff.
Client: The MVC Agency
Platform Ecosystem: Brevo
By the numbers
- 2Â broken automations fixed and consolidated into one reliable system
- 24–48 hr automated nudges replacing manual follow-up on every unbooked call and incomplete form
- 8Â hrs/week of hiring admin removed via automated candidate screening
The Challenge
The owner had tried building her own automations — but incomplete setups, silent failures, and syntax errors kept stalling them out. There was no automated way to nurture warm leads from events or referrals, and without an HR team, vetting and onboarding contractors ate into time that should have gone toward clients.
The Solution
EMC rebuilt the agency's automation layer from the ground up, standardizing syntax across every workflow and closing every gap the owner had run into:
- Client Acquisition & Onboarding: Automated intake, discovery scheduling with 24–48hr nudges, Xero invoicing triggers, Google Drive setup, and review requests on project sign-off.
- Warm Lead Nurture Engine:Â Automatically introduces new contacts to the agency's services and routes high-intent leads back to the inquiry form.
- Specialist Recruitment:Â Vets applicants by compensation fit, fast-tracks qualified candidates straight to a Google Meet interview link, and sends onboarding + compliance testing automatically to accepted hires.
- Technical Standardization:Â Fixed broken personalization tags across every workflow and built list-movement logic to stop redundant follow-ups for good.
The Transformation
Before: Automations that silently failed, no nurture path for warm leads, and manual vetting that drained the team's time. After: One reliable Brevo ecosystem — with hiring, onboarding, and lead nurture all running without daily oversight.
Conclusion
The MVC Agency replaced early technical friction with a system built to scale client volume and hiring without adding headcount.
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From solopreneur bottleneck to a self-running business — 138 automations later, EMC gets paid without chasing a single invoice.
Client:Â Erin Mitchell Consulting, LLC (EMC)
Platform Ecosystem:Â Kajabi, Calendly
By the numbers
- 138 custom automations built and consolidated into master workflows
- 3 failed payments automatically recovered per month
- Â 20+hrs/week of manual follow-up eliminated
The Challenge
Despite years in business, EMC was hitting the classic solopreneur ceiling — the owner was still the bottleneck, with growth capped by 1:1 service delivery and manual follow-up on everything from payments to leads.
The Solution
To build a self-sustaining infrastructure on Kajabi, the business focused on operational stewardship across three four pillars:
- Database & System Cleanout: Audited the Kajabi Contact CRM to clear out digital clutter, removing inactive contacts and outdated tags to keep the system running more efficiently.
- Automated Operational Workflows: Engineered smart workflows to automatically manage failed payment recovery, lead nurturing, conditional logic pathways, and client onboarding.
- Advanced Workflow Optimization: Rebuilt automation architectures to trigger identical actions across different entry points and lead forms. Leveraged Kajabi’s multi-flow master automation features to combine complex logic into unified, streamlined workflows.
- Scalable Delivery & Productization: Shifted core offerings from 1:1 discovery calls to scalable, 1-to-many paid subscription content . Turned years of hands-on expertise into automated Kajabi step-by-step sequences that standard AI tools cannot replicate.
The Transformation
Before: Manual follow-up on every lead, payment, and onboarding step — growth capped by the owner's bandwidth. After: 138 automations run the business day to day. Payment failures recover themselves. High-ticket proposals close and collect with zero manual prep.
Conclusion
EMC broke through its own solopreneur ceiling proving that the same system built for clients works on the business that builds it.
From concept to federally recognized 501(c)(3) — IRS approval in just two weeks — with a full program, community, and website ready to serve veteran families from day one.
Client:Â SheRose of Heroes, Inc.
Platform Ecosystem:Â Mighty Networks, GoDaddy
By the numbers
- 501(c)(3) approval in 2 weeks of filing
- 1 fully built online community + website, ready at launch
The Challenge
The founder identified a real, urgent need — supporting military spouses facing stress, anxiety, and caregiver burnout — but had no framework for turning that into a legitimate, operating non-profit, and no familiarity with the legal and regulatory steps required.
EMC guided the formation end to end across three pillars:
- Non-Profit Formation:Â Filed Articles of Incorporation and state tax exemption, prepared and submitted 501(c)(3) paperwork (approved within two weeks), and built out bylaws, board roles, and governance policy.
- Program Development: Designed the full program framework — support groups, workshops, counseling, social activities, enrollment pathways — plus intake forms and a resource guide for the CEO.
- Website & Community:Â Built a launch-ready website with clear calls to action, and configured Mighty Networks to host the community and deliver program content.
The Transformation
Before: A mission with no legal structure, no programs, and no way to accept donations or grants. After: A federally recognized non-profit — fully governed, fully programmed, able to accept donations and ready to enroll and serve military spouses immediately.
Conclusion
SheRose of Heroes went from idea to operating non-profit — legally compliant, structurally sound, and built to make an immediate impact.
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From no digital presence and manual lead entry to a fully branded, self-booking client intake system.
Client Name: A Unique Beginning (Life Insurance Agency)
Platform Ecosystem: Nowsite, Calendly
By the numbers
- 80% fewer missed appointments after automated scheduling
- 30+ hrs/week saved on manual lead entry and follow-up
The Challenge
A Unique Beginning had no polished brand presence to build credibility with incoming leads, and no automated way to capture or follow up on them — appointments were scheduled and leads entered by hand, risking slow follow-up and missed opportunities.
- Branding & Web Presence:Â Built a custom logo suite and a mobile-friendly homepage designed to convert visitors.
- Operational Automation:Â Added lead-capture forms with automatic email/SMS follow-up, and documented SOPs so the process stays consistent as the team grows.
- Tech Integration:Â Configured Calendly for self-service booking.
The Transformation
Before: Leads entered by hand, appointments scheduled manually, no consistent follow-up. After: Visitors book themselves, get an instant automated follow-up, and are routed into a structured intake.
 Conclusion
A Unique Beginning replaced manual bottlenecks with a system built to handle higher lead volume without sacrificing response speed.
