The client sought to significantly uplevel his business brand in order to attract more clients for the main offering—spiritual retreats. To accomplish this, we determined that a logo, branded assets, a professional website, as well as a back end marketing platform were desperately needed. The existing operating environment was archaic.

We set up the entire business in Infusionsoft which involved moving data and creating forms so the owners could easily request and access intake information. The business involved various practitioners and various products that we migrated from an off-line environment to Infusionsoft. This process involved discussion, coaching, and strategizing to not only migrate but educate the parties on the particulars and principles in the online arena.

Although the timeline was short, this project stretched out a bit longer to accommodate all the intricacies of the business. The result was an amazingly beautiful, upleveled online presence.