Where They Were

• Running a low-ticket subscription offer
• One salesperson handling all volume
• No waitlist strategy, no urgency mechanism, no pricing structure built for scale

What We Did

• Shifted from low-ticket subscription to 90-day high-ticket coaching offer
• Significantly increased pricing: $7,500 PIF / $3,750 split / $2,500 3-pay
• Started with one closer, added a second within the first 30 days as volume demanded it
• Weekly email CTA driving leads to calendar as the core lead strategy
• Month 3: launched first organic webinar as an additional lead channel
• After 3 consecutive months of close rate improvement with the same closers — raised price 15% to $8,849 PIF / $4,425 split / $3,000 3-pay
• Month 4: client hit a fulfillment bottleneck — paused marketing scale, hired and trained additional fulfillment team
• Introduced waitlist strategy: one email CTA per month, 7-day booking window, hard stop — leads who missed went onto a waitlist for the next cohort
• Final price raise: $10K PIF / $5K split / $4K 3-pay

Results

• Month 1: $136K CC / $246K TCV / 13% close on booked calls / 21% on calls taken
• Month 2: $176K CC / $246K TCV / 20% on booked calls / 36% on calls taken
• Month 3: $221K CC / $298K TCV / 25% on booked calls / 45% on calls taken
• Month 1 with waitlist: $339K CC / $444K TCV / 32% on booked calls / 63% on calls taken
• Month 2 with waitlist: $418K CC / $437K TCV / 25% on booked calls / 53% on calls taken
• Month 3 with waitlist: $461K CC / $541K TCV / 24% on booked calls / 49% on calls taken

Full Year 2025

• $4.3M cash collected (95%+ payment plan completion rate)
• 28.7% close rate on booked calls
• 55% close rate on calls taken