Case Study: How I Built a Sales + Marketing Machine for a Construction Leadership Coach
Last month, I wrapped up a project for a client in the construction coaching space — helping supervisors, foremen, and site leaders step into real leadership. Here’s what we built (and why it worked): The Challenge: Construction leaders are great with technical skills but often lack confidence, clarity, and people-leadership. My client wanted to: - Sell a DIY Leadership Excellence Course ($997) - Upsell 1:1 Mentoring ($8.8k) - Position themselves for Corporate B2B Retainers ($10k) But… they had no system to capture, nurture, and convert leads. The Solution (Built in GoHighLevel): - Designed a CRM pipeline from new lead → DIY buyer → Strategy call → Corporate retainer - Automated tagging + email sequences (free course → DIY course → upsell call → mentorship) - Created 3 funnels: - Built a universal tagging system (DIY Buyer, Course Incomplete, Attended Call, Corporate Interest, etc.) The Results: - Client now has a clear sales pipeline that shows exactly where every lead is (no more spreadsheets) - Automated nurture flows that keep both B2C site leaders and B2B executives moving forward - A scalable foundation for monthly retainer clients (the real LTV driver) Project Value: - Setup & Strategy: $1,500 - Monthly Retainer: $297 Why I’m sharing this: So many coaches & experts are sitting on high-value offers but don’t have the systems to consistently bring in and convert leads. This project shows what’s possible when strategy + automation align.