This case study highlights how OpsWiz’s adaptive strategies and experience across various departmental functions enabled clients to transition from therapy to coaching to refocus and grow their business effectively.

The Problem

• Their website did not accurately reflect the new coaching services, branding, or message, making it difficult to attract potential clients and partners.

• Despite gaining traction on social media, a lack of cohesive strategy and engagement with other professional accounts limited visibility and growth opportunities.

• Leads from networking and other sources were inconsistently tracked, and there was no record of lead sources. This oversight resulted in missed opportunities and hindered the ability to learn from past efforts.

• The absence of terms and conditions, privacy policies, and proper registration for data collection exposed the business to potential legal and financial risks. 

• Additionally, the need for appointment reminders further affected client engagement and retention.

The Solution

• The website was entirely rebranded by OpsWiz to align with the coaching services offered, including the addition of booking capabilities, blogs, FAQs, testimonials, and integrated social media links.

• OpsWiz developed a structured social media plan, focusing on engaging with relevant professional accounts and leveraging LinkedIn for corporate offerings. This strategy included clear calls to action, such as downloadable content to generate leads.

• A simple yet effective CRM system was introduced, enabling the business owner to track contacts, manage conversations, and outsource tasks to a virtual assistant for meeting bookings and social media scheduling.

• A networking strategy targeting professions aligned with the business's service offerings was introduced.

• OPswiz facilitated a session on a goal-setting exercise covering 3-, 5-, and 10-year objectives to create a roadmap for income growth while reducing the reliance on face-to-face appointments.

The Outcome

The strategic partnership with OpsWiz gave the client a solid foundation for redefining and expanding business in the coaching domain. 

OpsWiz's ability to guide businesses through significant transitions underscores the importance of a holistic approach to business strategy, combining technological solutions with practical, experience-driven advice. Engaging with OpsWiz can provide businesses with the flexibility, strategy, and tools to navigate change and achieve sustainable growth successfully.