Business Coach

Business Coach

June 21, 20241 min read

Katie Nelson

We help coaches and consultants turn their hot mess of systems into efficient, streamlined solutions that help their businesses thrive!


THE CLIENT

Katie Nelson, Sales UpRising

🌐 https://salesuprising.com

👉 https://linkedin.com/company/salesuprising

"Moving to Work Smarter Digital was a no brainer. Strategy + Real Person Support. Where else do you get that? No where!"

Katie Nelson, Sales UpRising

THE ISSUE

Katie was already using an all-in-one CRM, but wasn't happy with the open rate of her emails and she wasn't happy with the support. She felt she was over paying and underwhelmed.

THE STRATEGY

Work Smarter Digital reviewed Katie's email open rate and the automations already built in her current solution to determine the time and effort to move to HighLevel. After some discussion, Katie decided HighLevel was a good match for her business goals. Plus she loved the idea of supporting a women owned business.

Work Smarter Digital assisted with the initial setup and trained Katie's administrative assistance on how to build the basic automations, so he could rebuild her existing automations from her other software.

THE SOLUTION

Within 30 days of starting with Work Smarter Digital, Katie started sending her newsletters from HighLevel and had connected her Niche Secrets lead magnet and nurture sequence from her website that she promoted during her speaking gigs.

Since first joining Work Smarter Digital, Katie has significantly expanded her use of HighLevel to include supporting the delivery of her 12 month coaching programs, virtual workshops, and annual retreat. Katie and her team are power users of HighLevel and are always looking for new ways to innovate and streamline.

Work Smarter Digital provides SaaS OBM services specializing in HighLevel to help companies streamline their operations with smart automation, smooth integration of all their SaaS tools, and top-notch business process optimization. Our goal is to craft killer tech strategies, manage all your business systems, and provide ongoing support and training so your business can not only keep up with the digital age but crush it. With Work Smarter Digital, you'll transform your workflows, boost productivity, and see real growth, all thanks to expertly managed SaaS solutions.

Work Smarter Digital

Work Smarter Digital provides SaaS OBM services specializing in HighLevel to help companies streamline their operations with smart automation, smooth integration of all their SaaS tools, and top-notch business process optimization. Our goal is to craft killer tech strategies, manage all your business systems, and provide ongoing support and training so your business can not only keep up with the digital age but crush it. With Work Smarter Digital, you'll transform your workflows, boost productivity, and see real growth, all thanks to expertly managed SaaS solutions.

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