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I’d love honest feedback I’m working with a professional in the post-operative recovery, lymphatic drainage, and body-contouring education industry.
She wants to grow the education side of her business through in-person and virtual classes, with the long-term goal of using that revenue to help fund a new brick-and-mortar location.
Her main bottleneck is that she does not have a clear system to:
  • Attract potential students
  • Capture and organize leads
  • Follow up consistently
  • Qualify serious prospects
  • Track consultations, deposits, and enrollments
I’m offering her a complimentary 30-day pilot focused on:
  • One class
  • One target audience
  • One primary lead source
  • One form or landing page
  • One CRM pipeline
  • One follow-up sequence
  • One dashboard
  • Weekly check-ins
  • One final report
The path is:
Promotion → interest form → CRM → follow-up → consultation → enrollment
The goal is not to guarantee leads, sales, or revenue. It is to build and test a working student lead and enrollment system, identify where prospects are dropping off, and show clear before-and-after value.
Anything beyond the pilot, such as paid ads, multiple campaigns, advanced automation, social media management, or multi-city expansion, would be reserved for a paid retainer.
I’d appreciate direct feedback on:
  1. Is the pilot still too large?
  2. Is the scope clear?
  3. Am I focusing enough on actual lead generation?
  4. What should the strongest success metric be?
  5. What blind spots or unnecessary steps do you see?
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Jay Batellie
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