CASE STUDY · AUTOMATION FOR CONSULTANTS
Paule Voisard coaches business leaders on business development through Vision PV.
Every duplicate, every forgotten follow-up, every manual touch in her CRM was costing her dearly.
Meriaky turned her CRM into an active system: registrations, payments, reminders, client notes and upsells now move forward with less manual work.
(Her hour bills at over $200/hr, and she got back 5 hours a week, that’s $52,000 in time invested in human conversations with her clients)
Her own number
5 hrs / week
back, at a minimum
Sales that happen without her stepping in.
More upsells to her existing clients.
A CRM that centralizes instead of complicating things.
A mental load that goes down.
THE PROBLEM
Sure, a business that runs well: workshops of 20 to 30 people, lots of contacts, lots of follow-ups. But also one evening a week disappearing into admin work and follow-ups
CRM filled in by hand
Calendar in another tool
Notes in yet another place
Then she ties it all together, by hand
One central CRM
Online registrations and payments
Automatic email and SMS reminders
Notes built into the client record
THE SYSTEM
In other words, the client journey moves forward without her pushing each step.
Workshop registration
first, the participant signs up on their own, online
Online payment
then, payment is settled at registration, with no manual checking
Confirmation and reminders
The client gets the right information, at the right time.
Notes built into the CRM
The important information gets added in the right place.
Meanwhile
Paule takes care of her clients. The system handles the rest.
THE RESULT
Now, registrations, payments and reminders run without her. And what she gets out of it, she says it in her own words just below.
$1,000 / week
of billable time recovered, reinvested in her clients.
20 to 30
participants per workshop, handled without her, simply
1 single place
for all client information
IN HER OWN WORDS
“Working with Meriaky reduced my mental load and freed up at least 5 hours a week by eliminating administrative duplicates.”
“Sales that happen even without me stepping in, and a clear increase in upsells across my client journeys.”
Paule Voisard, founder, Vision PV · Discover Vision PV →
Before“I had a CRM… but with no real automation. I was filling it in manually, with duplicates at every step.”
During“Their ability to recommend the right solutions, in phases, based on my priorities. Everything became clear, smooth and coherent.”
IN BRIEF
Meriaky first centralized Vision PV's CRM, then automated registrations, payments and reminders for the paid workshops, added a quiz to sort prospects, and automatically integrated meeting notes into client records.
With the automation for consultants set up by Meriaky, Vision PV's founder got back at least 5 hours a week, with sales that happen without her stepping in.
No. In reality, the technology takes on the repetitive tasks: payments, confirmations, data entry. But the workshops, the calls, the relationship: that's her, same as before.
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