Full Breakdown: How We 5X’d Revenue for a Business By Setting Up Their CRM
Testimonials
Inspring Hypnosis | Joshua Wagner
Broadway Financial | Daniel Broadway
Chiropractic | Ryan Hummel
Bloom Health & Fitness | Bob
Fund Flare | David
Adae Enterprise | Demond Logan
8 Figure Entrepreneur | Joel Kaplan
Agency Owner | Jesse Q
Agency Owner | Barnie B
Agency Owner | Tomas
Agency Owner | Infuse Sales
Gym/ Online Fitness | Warrior Fitness
Gym Owner | Jack Wheeler
Sales Agency | Nick Flamini
Case Studies
Aesthetemed Beauty & Wellness
CASE STUDY # 1
Client Spotlight: Aesthetemed Beauty and Wellness
Industry: Medical Spa & Wellness
The Challenge
Aesthetemed Beauty and Wellness, a premier med spa, was delivering exceptional services—but struggling behind the scenes. Their team was buried in manual lead management, stretched thin, and losing potential clients due to inefficient follow-up. Operating on razor-thin margins, something had to change.
The Solution
We deployed our AI Appointment Setter to streamline lead handling, automate follow-ups, and drive consistent bookings:
Smart Lead Automation: Instantly sorted and prioritized inbound leads—no more missed opportunities.
Hands-Free Booking: Automatically scheduled consultations with high-interest leads using intelligent, human-like messaging.
Operational Relief: Freed up the Aesthetemed team to focus on what they do best—client care and service delivery.
The Results
84 Appointments Booked in One Week
Zero Manual Lead Follow-Up
Immediate Boost in Team Efficiency & Client Volume
Improved Profit Margins
The Outcome
Aesthetemed went from overwhelmed to optimized—fast. With our AI-powered system in place, they’re now running smoother operations, seeing more clients, and scaling profitably.
“The system completely changed how we operate. It’s like adding a full-time staff member that never sleeps.” – Aesthetemed Team
Inspiring Hypnosis
CASE STUDY # 2
Client Spotlight: Inspiring Hypnosis with Joshua Wagner
Industry: Hypnotherapy & Mental Wellness
The Challenge
Inspiring Hypnosis was generating leads through an ebook offer, but conversions to booked appointments were falling short. Despite powerful content and real client impact, the sales process lacked structure, causing valuable leads to slip away without taking action.
The Solution
We rebuilt the entire front-end process to turn interest into action:
Inbound Lead System: Designed to immediately engage prospects and qualify intent.
Call Booking Funnel: Shifted the focus from passive content to action-based conversion with a seamless booking flow.
AI Appointment Setter: Took over follow-up and scheduling duties—ensuring every lead was contacted, nurtured, and converted quickly.
The Results
300% Increase in Booked Appointments
Full Pipeline Within Weeks
Ad Campaigns Paused Due to High Volume
The Outcome
Joshua Wagner’s business scaled faster than expected. With an optimized booking funnel and AI-powered appointment setting, Inspiring Hypnosis became a high-demand brand in the mental wellness space—backed by a system that delivers both leads and conversions.
“We went from chasing leads to managing a fully booked calendar. The system works—better than I imagined.” – Joshua Wagner
Bloom Health & Fitness
CASE STUDY # 3
Client Spotlight: Bloom Health and Fitness
Industry: Health & Fitness
Location: Pennsylvania
The Challenge
Bloom Health and Fitness, a high-quality gym in Pennsylvania, was running into a familiar problem—strong service, but weak margins. Their team was overwhelmed with manually managing leads and booking appointments, which led to missed revenue and wasted time.
The Solution
We implemented our AI-powered appointment setting system to streamline operations and drive growth:
Automated Lead Management: Our AI instantly qualified and organized incoming leads, ensuring timely follow-up.
Seamless Appointment Booking: The system handled scheduling with zero manual input—boosting consistency and conversions.
Operational Focus: With automation in place, Bloom’s staff could get back to what mattered: delivering excellent training and member experiences.
The Results
Streamlined Operations — No more bottlenecks in lead handling
Higher Booking Rates — More leads converted into active members
Increased Profit Margins — Efficiency gains and revenue growth working hand-in-hand
The Outcome
Bloom Health and Fitness transformed their day-to-day operations. By letting AI handle the heavy lifting, they unlocked time, increased revenue, and built a system that scales with them.
“We stopped chasing leads—and started growing again.” – Bloom Team
Inside Options
CASE STUDY # 4
Client Spotlight: Inside Options
Industry: Financial Coaching – Options Trading
The Challenge
Inside Options was generating a massive volume of leads—but volume without velocity leads to missed opportunities. Their team was stretched thin trying to keep up with initial outreach, causing promising prospects to fall through the cracks.
The Solution
We deployed our Conversational AI to take over lead engagement and accelerate the path to conversion:
Instant Lead Engagement: Every inquiry received a real-time, human-like response—24/7.
Smart Qualification: Leads were automatically prioritized based on interest level, trading experience, and intent.
Automated Conversion Paths: The AI guided prospects to book calls, join webinars, or enroll directly—without manual input.
The Results
6 High-Ticket Sales Closed in 1 Week
Full Lead Coverage Without Manual Outreach
More Time for the Team to Focus on Sales & Coaching
The Outcome
With AI managing the front-end, Inside Options turned a lead surge into a consistent, high-converting funnel. Faster engagement. Higher conversions. Zero drop-off.
“It’s like adding a top-performing SDR that works around the clock—we couldn’t scale without it.” – Inside Options Team