Career Coaching
Case Study 1: Scaling a Coach from 1:1 Burnout to Evergreen Profit
Industry: Career Coaching
Client Profile: A solo coach offering 1-on-1 transformation sessions to working professionals and entrepreneurs.
Challenges:
- Too much time spent explaining the same services repeatedly.
- Zero automation: manual bookings, no lead capture system, and inconsistent follow-ups.
- Burnout from 10+ hours/week of free discovery calls with low conversion.
Our Solution:
- Built a high-converting lead magnet and diagnostic quiz funnel.
- Integrated WhatsApp automation for instant response and nurturing.
- Set up evergreen webinar + recorded value session + booking page.
- Payment via Razorpay; onboarding automated with pre-loaded emails, WhatsApp reminders, and a course LMS.
Key Factors applied :
- contrasted her hourly charges with program value.
- 5 seats/month limited enrollment.
- Integrated success stories across the funnel.
Results:
- 5X more leads captured in 30 days.
- Closed 3 high-ticket clients within the first week of launch.
- Reduced 1:1 workload by 70%, allowing her to focus ON the business.
HR Consultant
Case Study 2: Automating the Consultant’s Backend for Faster Deals
Industry: HR & Operations Consulting
Client Profile: An HR consultant serving mid-size companies with recruitment, SOPs, and training modules.
Challenges:
- Delayed proposal cycles due to lack of templated systems.
- Manual onboarding: proposal > invoice > document sharing = 5+ hours.
- No CRM; follow-ups were based on memory or Excel.
Our Solution:
- Odoo-based CRM integration + automated proposal templates.
- Set up WhatsApp onboarding with document upload triggers.
- Created lead-to-client workflow with Razorpay payment links.
- Added analytics to track lead source, follow-up, and revenue.
Key Factors applied :
- Showed cost of delay in onboarding.
- testimonials during onboarding.
Results:
- Proposal cycle time reduced from 3 days to under 3 hours.
- Converted 2 extra clients per month using the same team.
- Consultant now tracks leads, tasks, and project updates in one dashboard.
Digital Marketing Agency
Case Study 3: Scaling a Chaotic Agency into a Process-Driven Profit Center
Industry: Digital Marketing Agency
Client Profile: 5-person team offering SEO, Ads, and Website services to SMEs.
Challenges:
- Clients dropped off after 2–3 months due to delivery inconsistency.
- No CRM, project updates via WhatsApp, missed deadlines.
- Hard to justify retainers due to lack of reporting.
Our Solution:
- Built a custom agency OS in Odoo: CRM + Project + Finance + HR.
- Added WhatsApp automation for onboarding, task updates, and feedback loops.
- Created automated retainer renewal funnel with Razorpay + calendar sync.
Key Factors applied :
- Client performance dashboards.
- Monthly report vs. value delivered.
Results:
- Retention improved from 40% to 80%.
- Delivery delays dropped by 60%.
- Owner now focuses on strategy, not firefighting.
Real Estate Builder
Case Study 5: Taking a Builder Online with End-to-End Sales Automation
Industry: Real Estate Development
Client Profile: Boutique builder with 2 luxury projects in Pune.
Challenges:
- Depended on in-person walk-ins and channel partners.
- No digital touchpoint for booking or information.
- Internal team lacked tech process awareness.
Our Solution:
- Created 3D walkthrough funnel + WhatsApp + brochure automation.
- Integrated Odoo for inventory, lead, and document tracking.
- Enabled digital booking with token via Razorpay.
- Training for sales team to follow automated workflows.
Key Factors Applied:
- Live vs digital walkthrough comparison.
- Branding + previous project success stats.
Results:
- 2 luxury units booked online in 21 days.
- ₹10L+ collected digitally via token links.
- 50% reduction in channel partner dependency.
Channel Partner / Real Estate Broker
Case Study 4: Automating a Real Estate Broker’s / Channel Partners Sales Funnel
Industry: Real Estate Brokerage
Client Profile: Pune-based broker managing 10+ listings and 3 channel partners.
Challenges:
- Manual lead qualification → missed follow-ups.
- No CRM to track site visits or token payments.
- Clients demanded faster response and documentation.
Our Solution:
- WhatsApp automation integrated with Facebook + MagicBricks.
- Qualifying quiz to segment serious buyers.
- Razorpay token booking + auto-generated visit confirmation.
- Setup CRM for lead → visit → offer → closure journey.
Key Factors applied:
- Focused on only 2 closure/week.
- Showed other buyers' interest via real-time counters.
Results:
- Site visits up by 37% in 3 weeks.
- Closed 3 deals remotely with no physical meeting.
- Reduced junk leads by 50%.
Tara Creations
Case Study 6: From Chaos to Clarity in a Growing Manufacturing Unit
Industry: B2B Manufacturing
Client Profile: Precision component manufacturer supplying to auto ancillaries.
Challenges:
- Sales team took orders via WhatsApp with no tracking.
- Inventory always mismatched – leading to delays and penalties.
- Owner had no visibility into dispatch or production.
Our Solution:
- Deployed Odoo ERP: inventory, production, dispatch linked.
- Set up WhatsApp alerts for order status, low stock, and due dates.
- Integrated lead capture via website and trade portal into CRM.
- Dashboard for real-time status and weekly reporting.
Key Factors Applied:
- Cost of manual errors → quantified losses.
- Benchmarked vs industry best practices.
Results:
- Dispatch delays down by 70%.
- Weekly visibility helped reduce stockout by 90%.
- Client retention improved due to faster, clearer updates.