Case Study: Executive Coach & Speaker
OBM Retainer | 20 Hours/Month

Before Working Together

This leadership coach had built a powerful reputation and a full speaking calendar. But the backend of her business? It wasn’t built to keep up.

She was tracking visibility and speaking engagements in a cluttered spreadsheet.

She wanted to launch a podcast but had no real plan in place.

Delegation felt impossible when everything lived in her head.

Her business was growing, but her systems weren’t.

The Shift

I took her scattered tracking and turned it into a fully operational ClickUp dashboard, where every speaking gig, podcast interview, and key opportunity is mapped out, tracked, and prioritized. Then, I prepped her podcast workflows so instead of just talking about launching, she had a system to make it happen.

The Wins

✔ Speaking + visibility opportunities are tracked and managed in one place.
✔ Her podcast launch plan is in motion—mapped out step by step.
✔ Her team knows exactly what’s moving forward (without her micromanaging).
✔ She’s no longer spending hours trying to find the information she needs.

From Scattered to Strategic Visibility

Before: wasting time chasing information.

After: her business momentum is fully mapped and working for her.

Your impact deserves a backend that keeps up.

This coach had the expertise, the audience, and the vision, but her systems weren’t built to match. Now, every opportunity is tracked, every project is clear, and her next big move is already in motion.

You’re next.

If your business is growing faster than your systems, it’s time to change that. Let’s get your backend working for you so you can focus on what moves the needle.