A fintech education company with a proven low-ticket course, and the backend sales operation that scaled it tenfold.
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.
The business had a solid foundation with a low-ticket course leading into a higher-ticket coaching program. We helped them finalize the backend coaching product, and created a structured flow that led front-end course buyers to a sales call for the backend coaching offer. We focused on maximizing the number of customers who booked a call with our team to discuss the coaching program.
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:
As a result of these efforts, the business rapidly scaled its backend 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.
