Use Case: Backend Systems Management & LinkedIn Lead Generation

Client: Annie Delre, Nationally Board Certified Life & Wellness Coach
Industry: Health Coaching / Personal Development
Scope: Tech Support, Platform Management, LinkedIn Content Strategy, Lead Generation

Websites: anniedelre.com
Social Media: LinkedIn | Instagram | Facebook

Overview

Annie is a nationally board certified life and wellness coach who has guided over 800 clients through transformations in confidence, wellness, and success. Despite her impressive credentials (Master's in Integrative Wellness Coaching, certifications in NLP, Clinical Hypnotherapy, and EFT) and 70+ podcast features, her backend systems were holding her back from scaling.

She needed a team who could handle the technical side of her business so she could focus on what she does best: coaching clients and sharing her expertise on podcasts and stages.

Her biggest challenges:

πŸ‘‰ Tech overwhelm preventing her from launching new programs
πŸ‘‰ Scattered systems across multiple platforms
πŸ‘‰ No consistent LinkedIn presence despite having valuable expertise
πŸ‘‰ Missing out on B2B opportunities and corporate partnerships
πŸ‘‰ Manual processes eating into coaching time

Our team stepped in to become her behind-the-scenes operations partner, managing her tech stack and building a LinkedIn strategy that positions her as the go-to expert for corporate wellness programs.

Services Provided

βš™οΈ Backend Systems Management

πŸ‘‰ Platform integration and management across coaching tools
πŸ‘‰ Client onboarding automation setup
πŸ‘‰ Course platform optimization for smooth user experience
πŸ‘‰ Email system management and deliverability monitoring
πŸ‘‰ Payment processing setup and troubleshooting
πŸ‘‰ Technical support during program launches

πŸ’Ό LinkedIn Strategy & Content Creation

πŸ‘‰ Profile optimization for B2B positioning and corporate partnerships
πŸ‘‰ Strategic content calendar aligned with her expertise pillars
πŸ‘‰ Thought leadership content showcasing her 800+ client transformations
πŸ‘‰ Engagement strategy in corporate wellness groups
πŸ‘‰ Connection outreach to HR professionals and corporate decision-makers
πŸ‘‰ Lead generation through strategic commenting and visibility tactics

πŸ“Š Lead Generation Implementation

πŸ‘‰ Developed LinkedIn funnel from connection to consultation
πŸ‘‰ Created corporate wellness positioning separate from 1:1 coaching
πŸ‘‰ Implemented connection request templates for warm outreach
πŸ‘‰ Built engagement workflows for consistent visibility
πŸ‘‰ Tracked and optimized lead sources for corporate partnerships

🎯 Launch Support

πŸ‘‰ Technical setup for new program launches
πŸ‘‰ Landing page creation and optimization
πŸ‘‰ Registration system management
πŸ‘‰ Automated email sequences for new leads
πŸ‘‰ Real-time troubleshooting during launch periods


Results

Immediate Wins (60 Days)

βœ… Seamless backend systems allowing Annie to focus on coaching
βœ… LinkedIn profile optimized for corporate partnership opportunities
βœ… Consistent content presence establishing thought leadership
βœ… Tech stack streamlined reducing manual admin by 70%
βœ… Launch-ready systems for new programs and offerings

LinkedIn Growth & Lead Generation

βœ… Strategic positioning attracting corporate wellness inquiries
βœ… Increased visibility among HR professionals and decision-makers
βœ… Content strategy showcasing 800+ client success stories
βœ… Professional presence matching her credentials and expertise
βœ… Lead pipeline from LinkedIn connections to consultation bookings

Long-Term Impact

βœ… Scalable backend allowing for program expansion
βœ… B2B opportunities through LinkedIn positioning
βœ… Time freedom to focus on coaching and podcast appearances
βœ… Professional systems supporting her expert reputation
βœ… Foundation for corporate wellness program growth


Tools Used

πŸ› οΈ LinkedIn | Email Marketing Platform | Coaching Platforms | Payment Processors | Zapier | Notion


What Made This Transformation Possible

Annie's Unique Challenge: As a highly credentialed coach with impressive results (800+ clients, 70+ podcast features, Coach Foundation recognition), her technical systems weren't reflecting her level of expertise. Her LinkedIn presence was virtually nonexistent despite having the perfect background for corporate wellness partnerships.

Our Approach: Instead of just "fixing tech issues," we built systems that support her growth trajectory. We positioned her LinkedIn presence to attract corporate opportunities while handling all the backend complexity that was keeping her from scaling.

The Result: Annie now has a business infrastructure that matches her expertise level, with tech systems that work seamlessly and a LinkedIn presence that opens doors to higher-ticket corporate partnerships.


What the Client Said

"Having someone who actually understands the tech side has been life-changing. I can focus on coaching and speaking opportunities knowing the backend is handled professionally." β€” Annie Delre


Interested in Results Like These?

From tech overwhelm to streamlined systems, from invisible on LinkedIn to corporate partnership opportunitiesβ€”we help coaches and consultants build the backend infrastructure and lead generation systems that support sustainable growth.

Whether you need someone to handle your tech stack or want to leverage LinkedIn for B2B opportunities, we create the systems that let you focus on your genius zone.

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Ella Isakov