My 10.5-year tenure at a leading coaching company. I had the unique opportunity to build their systems from scratch and navigate through a variety of roles as the company scaled. Here's how it unfolded.
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Objective
To establish a centralized internal data warehouse for all ingested data, enabling robust checks and balances on external systems dependent on data accuracy. A primary driver for this initiative was to validate and enhance the performance of Facebook pixels and the advertising campaigns they fuel.
Results
By capturing over 20 distinct touchpoints for every lead—from initial ad impressions to landing page interactions—we unlocked unparalleled insights. This rich data allowed the company to navigate the volatile landscape of social media advertising with precision, enabling deep targeting capabilities far beyond what ad platforms natively offered.
These advanced tracking and targeting mechanisms proved critical, providing a significant competitive advantage. The company not only sustained but thrived during industry-wide disruptions that disarmed competitors, including the major targeting restrictions implemented in 2018 and the comprehensive pixel and tracking changes introduced in 2021.
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Objective
To design and implement a comprehensive sales system capable of supporting a team of 6-8 sales representatives, each conducting 8 one-hour calls daily. This system needed to include a robust pipeline for lead status tracking, an integrated follow-up system, and ensure all touchpoint data seamlessly fed into the data warehouse to optimize external system efficiency.
Results
The implementation of the sales system delivered measurable improvements across the sales operation. The integrated pipeline provided real-time visibility into lead status, significantly reducing manual tracking efforts. The automated follow-up system ensured no leads fell through the cracks. So reps could focus on active conversations rather than administrative tasks.
Enhancing data integrity and utilization, from call logs to lead status updates and follow-up interactions, seamlessly fed into the central data warehouse. This eliminated data silos and provided accurate, real-time information that optimized the performance of our external marketing and analytics systems. These results directly contributed to the company's sustained growth and ability to handle increased lead volumes without expanding the sales team proportionally.
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Objective
Design and develop a robust, intuitive, and scalable Learning Management System (LMS), it will serve as a centralized platform to deliver and manage coaching content, track participant progress, facilitate interactive learning experiences, and streamline administrative tasks, ultimately enhancing the effectiveness and reach of the coaching programs.
Results
Implementing this LMS yielded significant positive results, transforming how coaching content was delivered and consumed. We improved learning outcomes for participants due to structured content delivery, interactive elements, and personalized progress tracking. This lead to higher participant engagement and satisfaction, as the platform offered a more dynamic and accessible learning experience compared to traditional methods.
Furthermore, the LMS will provided enhanced operational efficiency. Automating content delivery, assignment submission, and progress tracking, drastically reducing administrative overhead, freeing up valuable time for coaches to focus on direct client interaction.
Also allowed for increased scalability of coaching programs, as the skeleton of the LMS was used to push out multiple more programs at a much faster pace than was previously possible.