Case Case 1

How I Helped a Finance Coach Save Time and Scale Her Business Stress Free

Industry: Financial Coaching & Education

 

Duration: September 2023 – Present (15+ months)

 

Background: CFO-turned Award-winning finance coach specializing in women’s financial empowerment

She has been featured on

#Challenges

The Challenge She Was Facing

Inconsistent digital presence

Her social media efforts were sporadic with no cohesive strategy across platforms. Content creation was time-consuming and without clear direction

No structured sales process

Workshops were promoted without systematic funnels or nurturing sequences. There was no clear path from awareness to conversion

Technical barriers

She didnt have the time and the expertise to create landing pages, set up email automation, and manage the backend systems needed for effective digital marketing

#My Solutions

The solutions I provided

Centralized Operations System

We worked inside the Notion dashboard to manage all marketing activities, content planning, Sales funnel, email marketing and project tracking. This eliminated any missed opportunities and ensured consistent execution on all fronts

Audience-First Content Strategy

Conducted market research to understand her ideal clients' actual pain points, then created content that genuinely addressed these challenges rather than using generic financial advice.

Organic Community Building

Focused on authentic relationship building rather than aggressive sales tactics, aligning with her mission to help women improve their relationship with money.

Services I offered

Quantifiable Results & ROI that provided

Strategy

Content Creation

Sales Funnel

Email Marketing

Sneap Peek into our

Behind the Scenes Work

Amazing to have Srushti onboard for my marketing
Carol G.
0 +

Followers

Organic followers on Instagram

500 +

Subscribers

Active email subscribers list

10000 k AED+

Earned

40 participants at 385 AED each

Strategic Process & Methodology

Phase 1: Foundation Building

  • Set up Notion workspace for centralized project management
  • Conducted comprehensive market research to identify customer pain points
  • Developed consistent brand messaging aligned with her mission

Phase 2: Content & Audience Development

  • Social media campaigns
  • Email marketing: Welcome sequences, nurturing campaigns, and workshop promotion
  • Created strategic sales funnel with clear value propositions

Phase 3: Sales System Implementation

  • Created high-converting landing pages with clear value propositions
  • Developed email nurturing sequences for pre-workshop engagement
  • Built comprehensive post-workshop follow-up systems

Phase 4: Authority Positioning

  • Launched product lines with seasonal campaigns and bundle offers
  • Social media updates on media appearances
  • Positioning for corporate speaking and consulting opportunities through coaching programs

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