How We Fixed the Margins and Broke the Plateau of an Already Established Business

College Financial Aid

Where They Were

  • Low margin, low ticket only
  • $697 webinar offer (direct checkout)
  • 5–7 live webinars/week (founder-led)
  • ~2x ROAS → too thin to scale
  • No sales team or follow-up system

What We Did

  • Validated price increase: closed 7 deals at $3.8K via outbound only (5.5x increase on price)
  • Replaced checkout with book a call funnel
  • Built sales team (0 → 8 top performers) + setter team
  • Implemented outbound + follow-up systems (incl. AI for no-shows)
  • Rewrote sales script + optimized webinar from real call data
  • Reduced webinars (7 → 3/week)

Results

  • Month 1: $207K (60% show, 25% close)
  • Month 2: $741K
  • Month 3: $1.1M run rate (record month)
  • 87% increase on ROAS at scale
  • Earned 5.5x more per customer increase in customer LTV
  • Founder removed from sales bottleneck
  • Lower refund rate