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.

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