John Hill came to us with a unique tech challenge.
He had this personality assessment part of his sales coaching program that was super popular. Clients were always asking for it, but here's the catch – it was a beast to deliver. I mean, seriously time-intensive.
John wasn't too keen on offering it as a standalone service. The workload just didn’t make sense. He got advice left and right, mostly along the lines of 'ditch your old tech, get the new shiny stuff.'
But John? He liked his tools; they worked for him. He wasn’t looking to flip his entire system upside down.
He was almost at the point of hiring a full-time specialist, thinking that was the only way out.
That’s where we stepped in.
We took a look at his setup and, within a week, came up with this solution that I like to think of as a bit of 'tech magic.' We figured out how to keep all his existing tools but massively cut down on the manual work through some clever automation.
John told me it was a game-changer.
Suddenly, offering his personality assessments as a front-end service wasn’t just possible; it was easy. And since it was what most of his clients wanted in the first place, he started converting more leads than ever.
The best part?
We also set up some straightforward SOPs for the bits that still needed a human touch. Turns out, the workload was way less than he thought. Instead of needing a specialist, he realized he could bring on any generalist to handle it when the time came.
He said to me, 'You know, it's not just about the time saved. It’s the confidence that I can offer my most in-demand service without dreading the workload.'
And that, for me, is what it's all about – helping clients turn their biggest headaches into their biggest opportunities.