The challenge
Jordan and his wife own two companies, Impact Fitness Coaching Academy and T4E Systems. They had hired two or three people, through Upwork and Salesforce, to set up their CRM, automations, lead nurture and back-end infrastructure.
Jordan wanted to track every lead from click to close and have real data to grow the business. They waited until they were at about $3 million in revenue to put this in place.
It's just everything and it was a mess.
Jordan Dugger
What we did
- Set up their CRM, automations and communication systems, working with their team
- Built lead tracking from click to close: where leads come from, opt-ins and outbound dials
- Added real-time conversion tracking
- Automated their onboarding processes
The results
I personally have been able to be really hands off as the business owner, which has been fantastic.
Jordan Dugger
Jordan can now see where leads come from and grow the business on real-time data. His advice to other owners: it's never too early to put an effective CRM and tracking in place.
It's worth the investment tenfold.
Jordan Dugger, Impact Fitness Coaching Academy