Customize Management Systems to Cut Costs and Deliver Client Services
How SowLabs helped cut management costs while simultaneously increasing company competency
With coaches and clients around the world, the success of Jason Drees Coaching relies on accurately monitoring and easily managing countless moving parts, such as tracking coaching time, assigning new client contracts, and analyzing client engagement, just to name a few. Though they were using a platform that was simply adequate, they could no longer justify its exorbitant cost ($6 per client per month with hundreds of clients). Ready to get more value, JDC brought in SowLabs to help retain the best parts of their current client portal at a better price point.
By uncovering and addressing a variety of both common and company specific challenges, SowLabs was able to help JDC improve financial management, gain comprehensive data insights, streamline operations, and ultimately enhance overall client experience. JDC came to Nourish & Sow wanting to cut costs. The result was a management system overhaul that accomplished much more and continues to deliver.
Challenges
- Cost of Coach Accountable platform
- Coach Accountable Portal was not connected to CRM
- Disparate data sources and limited analytics reports
- Insufficient payroll infrastructure
- Unsustainable manual processes: contract assignment, affiliate and referral tracking, payouts, and client lifecycle management
SOLUTIONS
- Create customized business management plane via Zoho CRM
- Significantly decrease monthly subscription cost
- Improve client experience with fully branded, custom technology
- Formulated analytics views and reports that include full access to underlying data
- Initiate complete, easy-access payroll reporting
- Automated referral tracking
- Comprehensive platform integration
- Manage client lifecycle using automated renewal emails and reminders
Results
- Saved client $1,000 per month - totalling $19,000 to date
- Processed nearly $2 Million in revenue since May 2022
- 4,320 hours of client coaching delivered since May 2022
- 433 client engagements processed
Let’s take business management to the next level
Are there parts of your management system that could be delivering more? Can you easily access accurate financial and analytics reports? Book a call with Nourish & Sow to see where you can improve practices while possibly saving money.
Let our SowLabs technology experts customize a business management system that fits your needs and moves beyond the status quo. You have the vision. We have the experience to help build the infrastructure needed to make it a reality.
