The Struggle to Find and Retain Clients
A Case Study
Tyler is the kind of business consultant who makes a real difference. He’s got the expertise to help his clients grow, the passion to see them succeed, and the drive to go the extra mile. But there was one thing holding him back: finding the right clients and keeping everything running smoothly.
The Challenge
Tyler’s biggest challenge was two-fold:
Finding the Right Clients: He needed a way to connect with his ideal audience—busy professionals who could benefit from his expertise—but he didn’t have the time or know-how to do it effectively.
Managing the Business: Once he had clients, he struggled to keep everything organized. From scheduling to follow-ups, the administrative side of things was eating up his time.
The Solution
We started by focusing on lead generation. Using LinkedIn and email, we conducted cold outreach to specifically targeted leads—people who matched Tyler’s ideal client profile. But we didn’t just send generic messages. We took the time to research his unique clientele, understanding their needs and how Tyler could help them, to facilitate a genuine connection with his leads.
Next, we brought in an online business manager (OBM) to help Tyler streamline his operations. The OBM worked closely with Tyler to create a plan and set up systems that worked seamlessly with his preferences and workflow.
Finally, we paired Tyler with a virtual assistant (VA) to help him maintain those systems on an ongoing basis.
The Results
Today, Tyler’s business is thriving. He’s got a steady stream of clients, and he’s no longer bogged down by the administrative side of things.
Even the most talented professionals need support sometimes. Whether it’s finding clients, managing systems, or just keeping everything running smoothly, having the right team in place can make all the difference.