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Marketing & Automation Case Studies

Marketing, Sales & Automation For Coaching Franchise

Automation & Marketing For a Franchise

2022 -2023

Worked as a Marketing Manager at ActionCOACH, the #1 Business Coaching Franchise is the world. Here are the important numbers:

  1. Generated 150 – 200 Targeted Leads per month from Facebook Ads, Instagram, Google, SEO, LinkedIN, and Business Brokers.
  2. Created the website, logo, copyrighting, videos, images, and all the advertising assets.
  3. Migration from old CRM to HubSpot and 100+ automations created with the implementation of phone numbers, text, and email automations for United States, Australia, and New Zealand. 
  4. Product being offered was at the $100,000 price point. It was a Franchise Opportunity and I targeted potential Franchisees. 
  5. Created the back end systems for Australia & New Zealand locations with HubSpot Automations

Video's Showing How I Automated HubSpot

Automation & Marketing For Real Estate Investing

Automation Using Podio Platform & Others

2016 - 2020

This project was for a Real Estate Investment Firm that was buying and selling homes directly from the homeowners. What I did with this business was help automate every aspect of the sales and marketing process. I used Podio CRM, Zapier, Globiflow, Globimail, Grasshopper, and GTM to connect all the websites, email marketing, legal documents, and communication.

Video's Showing How I Automated Podio CRM

Facebook & Instagram Ads

2022 -2023

Shopify Health Niche

Real Estate Coaching