Real Results, Real Business Owners
Curious what it’s like to work with me behind the scenes?
This collection of case studies gives you a peek into the tech setups, strategic decisions, and backend systems I’ve built for online business owners through my Tech Intensives. From summits and course launches to automations and integrations, you’ll see exactly how I support each client based on their goals—and the impact it made.
Case Study:
System Setup
“This was exactly what I needed but didn’t have the time (or brain space) to figure out on my own. Sara made the whole process feel so easy and organized—now I finally have a clear system for all my emails and launches in one place. I’m so excited for how this will give me back time, clarity, and an organized plan I can rely on.”
- Liz Olson, Bela Collective
Liz came to me looking for support to set up an email marketing content management system. With a course, a membership, and an annual online event, she has a lot of moving pieces in her business. She recognized that she needed a better way to stay organized with her email marketing, from planning content to managing it efficiently, so she could focus on other areas of her growing business.
In a 1 Day Intensive we rolled up our sleeves and turned her scattered email ideas into a clear, easy-to-follow system. Here’s what we accomplished:
Asana Email Management System Setup
Created a custom Asana board for email planning and management
Organized emails by quarter for high-level visibility and strategic planning
Added custom fields to track content type, audience segment, exclusions, and task status—plus color-coded for easy scanning
Built a reusable weekly newsletter task template with pre-defined subtasks
Provided best practices for solo and team use, including views, task assignments, and deadline tracking
Shared future automation ideas to streamline the workflow even further
Custom ChatGPT Project Instructions for Content Creation
Developed 3 tailored ChatGPT project instructions to support content creation for:
Weekly Newsletters
Promotional Campaigns x 2 offers
Tools designed to speed up writing, reduce decision fatigue, and keep content aligned with marketing goals
Case Study:
Webinar Funnel
“Sara handled everything from sign-up through post-delivery during our intensive. I still can’t believe how much she accomplished in one day. Everything looked professional, worked seamlessly, and gave our attendees an amazing experience. As a busy mom and business owner, I felt total relief knowing she had it all under control.”
- Rebecca Rowe, RR Therapy Consulting
Rebecca wanted to transform her online course into a live training with built-in accountability and extra support. She needed a tech setup that felt effortless for her attendees and stress-free for her. In just one day, we brought her vision to life. Her intensive included:
Strategy & Tech Setup: Mapped the customer journey and handled all backend tech integrations to ensure a smooth funnel experience from opt-in to replay access.
Sales Funnel Pages: Customized a template to create the sales page, checkout page, and confirmation page—integrating the client’s branding and adjusting the layout and flow to fit their offer and audience.
Automated Email Sequences: Wrote and set up all email communications, including confirmation, access, reminder, follow-up, and replay emails—fully automated to save time and ensure a polished attendee experience.
Membership Portal Integration: Uploaded and configured the training replay inside the client’s membership portal for easy post-event access.
Copy, Design, & Graphics: Provided light graphics, layout adjustments, and copy edits to keep the funnel engaging and on-brand.
See the live funnel here
Case Study:
Summit Strategy & Setup
“We are so thankful for Sara’s work on the summit setup! Having her tackle those speaker onboarding tasks was amazing. I know that would have bottlenecked me, so it was such a relief to have it all handled by someone who understands the process better than I do.”
- Elisabeth Stuckey, Elisabeth Stuckey Designs
Elisabeth had a big vision: to create a two-day virtual summit packed with valuable skills, resources, and community interactions. This was the first online summit for her niche in a few years. She had a supportive team for her usual business needs, but this was new territory. She wanted to make sure the summit setup was solid, with clear systems in place and no guesswork or overwhelm.
On our first intensive day (with more to come!), we focused on setting up the foundation and tackling the areas that felt the most overwhelming. This included:
Project Management Setup
Created a central board to keep track of every moving piece, from summit tasks to deadlines and team roles.
Speaker Onboarding System
Built a step-by-step speaker onboarding process to make it easy for speakers to submit everything needed — plus automated reminders to cut down on manual follow-up.Automation Workflow
Connected key tools so speaker contracts and content requests are sent automatically, reducing manual work.Team Resources
To support her team’s work, I organized shared folders and created documentation to keep everyone aligned and consistent.
Imagine what we could do with a
full day focused on your business
If you’re ready for things to finally click behind the scenes,
your Tech Intensive is just a few clicks away.