Client Case Studies
Real Results, Real Transformations
Curious what it’s like to work with me? These client case studies showcase the behind-the-scenes of how I help course creators, coaches, and consultants bring their programs to life, without the tech overwhelm. From full course builds to custom memberships and sales funnels, every project is built with strategy, structure, and a whole lot of care.
Whether you're launching for the first time or scaling something bigger, these stories highlight what’s possible when you have expert tech support in your corner.
Seamless Membership Setup
Client: Penny Lacaso, Hacking Happy
Project: Membership Program Setup in Kartra
Service Booked: VIP Tech Session
The Challenge
Penny was preparing to launch a brand-new membership program. She needed a streamlined tech setup in her Kartra account to ensure a smooth and professional experience for her members. The challenge? She wanted everything built efficiently in a tight timeframe. The Solution Penny booked a VIP Tech Session to get her membership program up and running. Here’s the step-by-step process I took her through: Project Briefing Form: To kick off the process, I provided Penny with a comprehensive form to capture every detail needed to build her online programs.
Her response? “OMG, I love your form, makes life so much easier. Well done for setting this up for a seamless customer experience.”
Platform Access & Buildout
Once I had all the necessary details and platform access, I jumped straight in and built out the core components of her membership:
- Membership structure & framework
- Offer setup
- Checkout page
- Automated
- Welcome Letter
Client Review & Refinements
After completing the initial setup, I sent Penny the first version for review. With just a few minor tweaks, the framework was finalised and ready for launch.
The Results
Penny’s membership program was successfully set up and ready to welcome new members without any tech hiccups.
Her feedback spoke for itself: “This has been one of the best service experiences I’ve had.”
Launching a Scalable Membership
Client: Dee Tozer, Couple’s Relationship Master Coach
Project: Membership Build on Kajabi
Service Booked: Online Program Support - Complete Course Build
The Challenge
Dee had been envisioning an online membership for years, a more accessible way to support couples who couldn’t afford her high-end coaching. But the tech barrier held her back. She needed a streamlined setup that reflected her premium standards, without the overwhelm of doing it herself.
The Solution
Dee partnered with me to bring her vision to life. Through my course build package, we tackled the project with clarity and momentum.
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Content Upload: All membership content was structured and uploaded into Kajabi.
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Sales Funnel Build: Sales page, thank you page, offers, and checkouts were built and tested.
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Collaborative Copywriting: Worked hand-in-hand with my copywriter to align tech setup with brand voice.
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Smooth Onboarding: The backend was fully tested to ensure a seamless member experience from day one.
The Results
Dee’s membership now allows her to serve a wider audience and reduce one-to-one work as she enters a new phase of her business. Her words summed it up: the tech had held her back for years, and she couldn’t believe how fast and easy it was with expert help.
Global Certification Course
Client: Carla Sconce, HIIT Pilates Studio
Project: International Instructor Training Course on Teachable
Service Booked: Online Program Support - Complete Course Build
The Challenge
Carla wanted to shift her Pilates certification business online, delivering a comprehensive program compliant across Australia, the U.S., and Europe. But translating this high-stakes training into a tech-friendly format felt overwhelming
The Solution
Carla booked an online course build, and we got to work turning her vision into a global-ready program.
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Platform Selection: I guided her through platform choices, and she confidently chose Teachable.
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Course Framework: 23 designed modules, each with 8–10 detailed lessons, as well as quizzes and resources, uploaded and structured logically.
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Manual Integration: Broke down the full course manual to align with the online flow.
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System Integrations: Connected her Calendly booking system for seamless exam and check-in session scheduling.
The Results
Carla’s training will be available worldwide, expanding her business beyond the studio without tech stress. In her own words:
“Sophie is the master! Incredibly knowledgeable, patient, and so easy to work with. I’d recommend her to anyone building an online course.”
Flexible NDIS Training Platform
Client: Cedar Anderson, iNDISpensable Results
Project: Modular Course Build on Kajabi
Service Booked: Online Program Support - Complete Course Build
The Challenge
Cedar needed a robust online course to train businesses in becoming NDIS providers. But she didn’t want a cookie-cutter setup; she wanted flexibility: a course that could be sold in full or by module.
The Solution
Cedar engaged me for a custom Kajabi course build tailored to her unique delivery model.
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Modular Setup: Built 7 detailed modules with the ability to sell them individually or as a full package.
- Smart Resource Management: Rather than use all available product slots on her Kajabi plan, each module was delivered through a lockable landing page template — maintaining flexibility without added cost.
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Sales System: Configured all backend offers, checkouts, and automations to support both pathways.
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Tech Simplified: Made the process easy and worry-free, so she could focus on content and strategy.
The Results
Cedar now has multiple scalable income streams. Her course is selling as both a full program and à la carte modules, reaching more businesses, with zero tech headaches.
Workflow Clarity & Confidence with Dubsado
Client: Kate Mac, Celebrant Kate
The Project: Dubsado Workflow Support & Training
Service Booked: VIP Half Day
The Challenge
As a thriving celebrant, Kate needed a smoother way to manage client bookings, communications, and documents. Her Dubsado setup was partially done, but her workflows weren't working as she wanted, and she found herself wasting time manually managing leads and clients as she wasn't confident that everything would trigger as it should.
The Solution
Kate booked a Power VIP Half Day for focused, one-on-one support. In just a few hours, we:
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Mapped & Built Custom Workflows: We created celebrant-specific automations to streamline her client journey.
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Optimised Dubsado Settings: Templates, emails, and scheduler links were reviewed and refined.
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Hands-On Training: I walked Kate through each new workflow so she felt confident using the system independently.
The Results
By the end of the session, Kate had a fully functional Dubsado setup that felt tailor-made for her celebrant business. She left with greater confidence, streamlined systems, and more time to focus on her clients, not her inbox.
From Stalled to Launched in One Week
Client: Kate Merryweather, LinkedIn Coach
Service Booked: Online Program Support – Membership Setup on Kajabi
The Challenge
Kate had been stuck for months trying to launch her new membership. While some pieces were in place inside Kajabi, the tech overwhelm and decision fatigue left her stalled. She was ready to move forward - fast - but didn’t want to wrestle with backend tasks alone.
The Solution
Kate booked a VIP Tech Day to get her membership sorted once and for all. We used the day to:
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Complete Her Kajabi Build: Finalised backend settings, membership offers, module structure, and integrations.
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Clean Up and Connect: Tidied up existing elements and ensured all tech pieces were connected seamlessly.
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Ready to Launch: By the end of the week, her full membership framework was polished, tested, and ready for enrolments.
The Results
Kate’s membership launched the following week, a huge milestone after months of stalled progress. With the tech handled, she shifted focus to marketing and supporting her members confidently.