
The last in the series of our cast studies! Last but not least – Jason!

Jason has a good portfolio of on-going clients for his coaching business and a great following on social media. He’s just recently invested in some snazzy new CRM software but is struggling to find the time to keep it updated and make use of all it’s features. He really wants to start mailing out to his growing contact list with a weekly newsletter with hints, tips, useful blogs and information about his business however, this isn’t something he’s done before and he has no idea where to start!
Jason has recently gone through a rebranding exercise and has a shiny new logo along with new brand colours and typography – he has a tonne of training resources that he needs updating with the new logo, look and feel of his brand. This is a task that he is not loving the idea of!

Let’s take a look at what awesome package we can design for Jason:
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Management of CRM system – We keep Jason’s CRM system up to date for him with client/prospect info. We’ve also done the leg work for him in terms of the awesome automated functionality this particular system has and set this up for him. This has streamlined his processes and makes the best use of our time when working CRM tasks for him.
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Mailchimp newsletter – We design and send weekly newsletters for Jason, the content is partially supplied by Jason and partially researched and sourced by us – all in line with what the topics are for that week. Jason has had great feedback on his newsletters and has seen appointments coming in thick and fast on the back of them going out regularly!
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Branding of documentation – We’ve rebranded all of Jason’s training material and resources in line with his new branding. This gives Jason’s suite of resources a consistent and professional look at feel
