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10x Fintech Coaching Offer

Case Study: 10x Growth for a Coaching Business, going from <$80k to $800K Monthly Revenue

This client wanted to scale their business significantly by increasing revenue, expanding offerings, or optimizing existing products/services.

Background:

A couple had successfully built and grown multiple fintech businesses on their own. Drawing on their extensive industry knowledge, they created a low-ticket course designed to help their clients master the intricacies of the payments sector and uncover opportunities to generate income streams of their own.

They wanted to continue to grow their business and provide better support for clients, so they decided to add on a high-ticket coaching offer to their lower-ticket course. They partnered with us to create a scalable sales strategy, and sell the program on their behalf.

What We Did:

Add a Back-End Product

The business had a solid foundation with a low-ticket course leading into a higher-ticket coaching program. We helped them finalize the back-end coaching product, and created a structured flow that led front-end course buyers to a sales call for the back-end coaching offer. We focused on maximizing the number of customers who booked a call with our team to discuss the coaching program.

Sales Process Creation and Setup

With the customer journey in place, the next step was to develop a sales process that could effectively educate and convert these qualified leads into clients for the coaching program. We crafted a scalable sales system and process designed to assess the needs of each lead and present the coaching offer in the most compelling way.

Once the process was defined, we handled the recruitment, training, and management of a specialized sales team. Other efforts included:

  • Hiring sales reps who aligned with the business's values and goals
  • Training the team on the coaching product, the sales script, and the overall sales process
  • Setting up the necessary technology to support the sales activities.
  • Maintaining regular communication with the clients and marketing team to provide feedback and ensure continuous improvement.
  • Actively monitoring the sales funnel to optimize conversion rates at each stage.

Optimize and Scale

As a result of these efforts, the business rapidly scaled its back-end coaching program, achieving consistent monthly revenues of $500,000. With continued sales process refinement and optimization, we further increased their monthly revenue to $800,000. This exponential growth enabled the business to reinvest in marketing, attract more qualified prospects, and ultimately hit their target revenue goals.

Ready. Set. Scale.

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