Case studies

B2B coaching program

Client Ascension

halvedManager meeting load halved within 14 days18 monthsStill the daily system 18 months on

Hundreds of students moving through a lot of stages, all run on Google Sheets and manual reminders. A previous agency spent four months on it and delivered nothing the team could actually use.

We built the whole student-success system in Airtable. Every student's stage, the layered reminders, the capacity view and renewals, all in one place the coaches manage from.

Result

Within 14 days, the manager's coaching-meeting load was cut in half, from around 7 hours a day to about 3.5. It's still the team's daily system 18 months on, running roughly 400 students across 7 coaches.

I hired Sheni to systematise our workflow, and what we got was so much more. He was diligent and knowledgeable, took great care listening to our problems, and helped us work through the solutions. Couldn't recommend him more.

Andy Cannellan, Head of Student Success, Client Ascension

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