- Client
- Beyond Six Figures / Blitz Media
- Sector
- E-commerce education, United States
- Services
- CRM, funnels, automation, Power BI reporting
- Timeline
- Multi-quarter engagement
- Comparable to
- A program-enrolment and outreach operation for a mid-size public program
Context
Beyond Six Figures is a national e-commerce education company. It enrols students through paid advertising, booked sales calls and a structured program: the same operating shape as a program-enrolment and outreach operation in the public sector, where demand generation, intake, scheduled appointments and outcome reporting all have to work as one system.
The challenge
Revenue depended on ads, funnels and a sales team, but the systems behind them did not share data. Ad spend, booked calls, closes and recurring revenue lived in separate tools, so leadership could not see which spend produced which revenue, and follow-up depended on people rather than process. The brief: rebuild the revenue system end to end and make every number reportable.
What we built
A phased rebuild, each phase live before the next began.
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CRM and pipeline foundation
Rebuilt the CRM so every lead, booked call and enrolment lives in one system of record, stage by stage from first click to close.
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Funnels and follow-up automation
Enrolment funnels feeding the CRM directly, with automated follow-up sequences timed to call outcomes so no booked lead goes quiet.
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Attribution and reporting
Meta ads attribution wired into Airtable and reported through Power BI: ad spend, calls, closes, revenue and cash collected in one live view, the KPI stack leadership runs the business on.
Results
The same stack reported $319,042.50 in cash collected across the period. Every figure above comes from the delivered dashboards, not from a claim: the Power BI report below is the system doing the reporting.
What the founder said
“Look at what is happening right now, this is absolute world class, marketing, and entrepreneurship.”
The offers this maps to
The same capabilities, scoped and priced for public-sector files.
Intake & CRM Platform
$25K-$45KProgram, permit and grant intake with automated routing, status tracking and reporting.
See the offerWorkflow Automation
Scoped per processBack-office cognitive automation: document intake, routing, notifications and status tracking.
See the offerRelated work: the Leadder fulfillment engine · intake and booking automation for a national wellness brand
Scoring a comparable requirement?
We will walk you through this build and map it to your evaluation criteria. Reference available on request.