Josie Parr

Use Case: Virtual Summit Marketing, Funnel Optimization, and Event Support

Client: Josie Parr, Solo Tax Coach, Profitable Lifestyle Firm
Industry: Accounting, Tax, Coach, Online Education
Scope: Virtual Summit Strategy, Funnel Design, Email Marketing, Content Marketing, Tech + Ops Support
Websites: https://profitablelifestylefirm.com/; https://solotaxcoach.com/

Overview

Josie envisioned hosting a multi-day summit designed to expand her reach and convert attendees into long-term clients. She had the vision and speakers lined up, but needed backend support to create a seamless funnel, manage tech integrations, and drive registrations.

Our team stepped in to build the systems, content, and automation needed to ensure her summit ran smoothly and successfully.

Services Provided

🚀 Funnel Creation & Optimization

Designed and built a high-converting registration funnel (opt-in → upsell → thank you page).
Integrated funnel with CRM, calendar, and email automation system.
Wrote and scheduled promotional email sequences (pre-event + reminders).
Connected payment systems and event access for attendees.

📧 Email Marketing & Automation

Wrote nurture emails to boost attendance and engagement.
Automated confirmation + reminder workflows.
Set up post-event follow-up sequences to convert attendees into clients.

📱 Content Strategy Support

Repurposed event content into engaging posts across social media.
Branded Canva templates for summit promotion.
Managed promotional timeline and content calendar.

⚙️ Tech & Event Support

Connected all integrations to ensure attendees received access without issues.
Managed registrations and provided backend event support during live days.

Results:
✔️ 1229 total summit registrants

✔️ 228 order bump upgrade purchases

✔️ 76% attendance rate

✔️ Created a repeatable funnel + system Josie can use for future events

Tools Used

What the Client Said

“This summit was a turning point in my business. Having Laura’s team behind the funnel and event support gave me the confidence to focus on my speakers and attendees while everything else ran smoothly.”

Interested in Results Like These?

Let’s build your next profitable event funnel. From strategy to execution, we’re here to make your vision seamless.

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