Internal enablement · Proof & reassurance

Onboarding case study repo.

Match the client in front of you to the closest avatar, then use that story on the call: their niche, their offer, where they started and where they got to. Only share what is in the approved recording — never add or restate results.

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Alpha Males

2 stories

Aadam Lohdi

Younger avatar

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Niche

Marketing services for martial arts schools

Offer

Monthly retainer + revenue share
$5k per month + revenue share (vs. previous à la carte services at $750/month)
Comprehensive package including Facebook ads, Google ads, SDR, websites, content creation
Three-tiered service structure

Before

$50k per month revenue with 50 clients (11 months ago)
Spreading himself thin, very stressed
Charging à la carte services ($750/month for Facebook ads, $750/month for SDR, $3-5k one-time for websites)
No marketing system for his own agency
Working IN the business instead of ON the business
Stuck at the same revenue level for years
Had invested $20-30k in other courses/coaching with little results

After

$110k per month revenue with only 28 clients (doubled revenue, halved client count)
$81k per month profit (73% profit margin)
Removed from day-to-day operations (4-5 thirty-minute meetings per week maximum)
Focuses on high-level strategy instead of operational tasks
Strong team and systems in place

Brooks Norman

Older avatar

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Niche

AI powered and AI consultancy space
Helping AI consultants and AI-powered companies go to market
Targeting businesses looking to implement AI solutions for profitability

Offer

Recurring revenue + revenue share
Go-to-market services, pipeline filling, and scalable sales process implementation
Cold email outreach + follow-up systems
AI SDR capabilities for inbox management and lead nurturing
Setup fees + MRR + revenue share structure

Before

$20-23k per month revenue
Running LinkedIn outbound with some coaching (info product model)
Dabbling in cold email but limited by LinkedIn restrictions on weekly connections
Low lifetime value per client
Transitioning from corporate background but still had "corporate cushion" mentality
Struggling with offer clarity and pricing
Working mostly solo without team structure
Limited scalability due to manual processes

After

$80k+ per month in MRR (recurring client revenue)
Built team with A-players to handle fulfillment
Removed from day-to-day operations with white space on calendar
Strong brand with weekly warm referrals from current/previous clients
70% profit margins providing significant free cash flow
Acquired revenue property from business cash flow
Clear path to next seven figures with validated, scalable systems

Beta Males

2 stories

Matej Otys

Younger avatar

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Niche

AI implementation and systems for B2B businesses
Growth partner marketing agency focusing on AI-powered solutions
Helping businesses build outbound systems and sales processes using AI tools

Offer

Growth partner model with 12-month contracts
Setup fees for new client onboarding + performance/success fees based on revenue clients close
AI system implementation and optimization
Outbound sales system development

Before

19-20 years old during COVID, living at home with mother
Had small rented office for separation/professional feeling
Some experience with clients but only B2C and smaller level work
Pre-AI era services with limited impact
Years of effort with minimal progress despite long days/nights
Only getting clients basic results (ad optimization, landing pages) rather than transformational outcomes
Spending 6 years watching free YouTube content with no meaningful progress
Lacked business systems, skills, and proper mindset
No clear path to scaling or building sustainable business

After

23 years old making $50-55k per month in recurring revenue
Additional income from setup fees and performance bonuses
Built a real business that feels like "his child"
Delivering transformational results to clients (doubling businesses, building new revenue channels)
Moved from 6-hour sales call preparation to repeatable, easy conversations
Strong confidence from delivering real value and life-changing results for clients
Business systems and team in place

Andrew

Older avatar

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Niche

AI automation and implementation for businesses
Construction companies (project management, estimation, hiring/maintaining skilled labor)
Home builders (marketing and bookkeeping)

Offer

AI automation services with setup fees and monthly retainers
$3,000 setup fee + $2-3,000 monthly retainer (initial client example)
AI agent development for specific business functions (e.g., unpaid invoice collection)
Custom automation solutions based on business pain points
"Land and expand" model — start with biggest pain point, then expand services

Before

Was a financial advisor but felt stuck in traditional role
Had successful business background but was looking for new opportunities
Not very technical — described himself as "not an AI expert" and "boomer with tech"
Knew he wanted to leverage AI but didn't know how to start
Was seeking freedom from traditional business constraints

After

$8-10k per month recurring revenue currently
Building toward $30-40k per month (at which point partner can join full-time)
Successfully landed first client (podcast company) within 60 days of starting program
Developed expertise in recognizing AI automation opportunities
Built partnerships and team to handle technical implementation
Positioned as "most popular person in the room" when networking as AI agency owner
Created "Freedom AI" brand focused on helping business owners gain freedom through automation
Strong pipeline of prospects who are "starving" for AI solutions

Women & Female Entrepreneurs

2 stories

Stephanie Stover

Older avatar

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Niche

AI implementation services for businesses
Painting industry (commercial job acquisition)
General business automation and AI systems

Offer

AI strategy and implementation services
High-ticket clients paying $3-10k per month per client
AI-powered lead generation systems (specifically for painting companies to get commercial jobs)
Setup and management of AI tools and processes
VA-supported AI automation (client only needs to forward positive replies)

Before

Working in-house doing marketing for a college, feeling very depressed
Low-paying clients were demanding and took hours of work
Only relying on referrals for new business (not scalable)
Living in constant fear about where next client would come from
Had limiting beliefs about AI quality ("sounds fake, won't work")
Lacked conviction and confidence in sales process

After

Scaled from $25k/month to $50k+/month consistently
Built three different client acquisition channels: cold email, referrals, and Facebook ads
Facebook ads: spent $5k and made $15k in just 4 weeks (3x ROAS)
High-ticket clients paying $3-10k per month instead of $200/month
Fully systematized business using AI and VAs
Closed 7 deals in one month after breakthrough moment
Developed conviction and confidence in sales process
Complete mindset shift from fear to confidence

Natasha Baluri

Older avatar

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Niche

Plastic surgery and medical practices
Multi-location healthcare facilities
Businesses with multiple revenue streams/lines of business

Offer

$10,000 per month retainer + 10% revenue share
Complete business transformation including: brand strategy, storytelling, website development, SEO, landing pages for paid traffic, audience identification, messaging optimization
Structured approach focusing on one service/brand at a time in priority order
Partnership model positioning as business partner rather than vendor

Before

20 years marketing experience but stuck doing one-off services
Short-term client engagements with high churn (clients would leave after project completion)
Very expensive and difficult client acquisition process
Ebb and flow revenue pattern — constant cycle of acquiring then losing clients
No predictable recurring revenue, making it hard to grow and hire team
Had stigma around cold outreach and sales
Felt like she was "selling" rather than consulting

After

Signed a client at $10k/month + 10% revenue share (plastic surgery practice with 5 lines of business)
Transformed from vendor to true business partner in client relationships
Sales process now feels like "consulting" and "making partnerships" rather than selling
Confident in proposals — recent feedback: "I have never spent this much money, but if I'm going to, it has to be on something like this"
Cold email approach focused on helping rather than selling
Balanced lifestyle: time for family (mother of 2), husband, yoga, and profitable business

Busy 9-5'ers

2 stories

Alex Lee

Younger avatar

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Niche

US cybersecurity companies
Companies with 40+ employees (making over $10 million in revenue)
B2B businesses needing AI automation and lead generation services

Offer

$4-6k per month retainer + setup fee + percentage of revenue share
AI-powered lead generation and automation services
Performance-based pricing model (risk-sharing approach)
Custom AI tools and systems implementation
Automated reporting and client management systems

Before

Stuck in corporate sales job selling B2B research/consulting to billion dollar companies
Had no time freedom despite doing well financially
Zero clients when starting — was fully employed 9-5
No marketing knowledge, only sales experience
Perfectionist mentality holding him back from taking action
Limiting beliefs: "too young to have a business"
Looking at his boss's life, didn't want that future

After

$20k per month recurring revenue
Three working client acquisition channels: email outreach, LinkedIn, and Facebook ads
Fully location independent — working from Dubai instead of rainy London
Systematic approach: AI tools handle most processes, only needs 30 minutes/week to manage campaigns
Using AI for: ad creation (5 minutes to test new angles), automated video creation, personalized outreach, custom reports
Mental clarity and relief from being own boss
Automated systems: AI SDR booking calls, LemList for LinkedIn outreach, Instantly for email sequences

Jared Koning

Older avatar

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Niche

South African businesses
Lead generation services for businesses
AI implementation and automation services

Offer

AI-powered lead generation and automation systems
Recurring revenue model with high-ticket deals
70-80% profit margins
Monthly retainer-based services
Focus on automating business processes and systems

Before

Always wanted to be an entrepreneur but lacked skill set and determination
Was a "workaholic working for somebody else"
Didn't have the sacrifice mindset needed for entrepreneurship
Very panicked, stressed, and lacked structure in life
Spent a lot of time researching, procrastinating, and overthinking
Was already doing some lead generation work but manually/inefficiently
Never really believed in automated systems or processes
Stuck searching internet for new business ideas to create income streams

After

$25-30k per month recurring revenue
Closed 10 deals in one month (won company competition)
Bought a house and Range Rover in cash
Complete time freedom and flexibility
No longer panicked or stressed
Transitioned from working IN the business to being CEO of the business
Has the infrastructure, systems, and team in place
Ready to scale with ads (mentioned potential for $100k+ per month with 2 hires)
Living with abundance mindset, purpose, freedom and flexibility
Stepped out of "the grind" to actually live life