our work for ei365
From Referral-Based Operations to a Scalable Backend System
Industry: Corporate Training & Consulting
Scale Beyond Six Figures Without Working More Hours
Project Overview
EI365 based in Northern California is a corporate training and consulting firm specializing in civility and emotional intelligence programs for public, private and government organizations. As demand increased, their operations were still managed primarily through phone calls and email, with no structured backend system to support growth.
They needed more than marketing.
They needed connected systems.
The Challenge
EI365 operated as a strong word-of-mouth business, but behind the scenes everything was manual. There was no centralized system for:
Booking corporate trainings
Sending proposals and contracts
Onboarding retained clients
Managing participant communication
Tracking program effectiveness
Capturing new leads strategically
As their training programs expanded, manual coordination began limiting efficiency and capacity.
What We Built
We designed and implemented a complete backend transformation using Go High Level, ScoreApp and a developed a custom Softr application. The build included:
Structured online booking workflows for corporate inquiries
Automated proposals and digital contracts
Client onboarding sequences
Email and text message drip campaigns
AI chatbot integration
Four custom scorecards to measure training impact and capture leads
A centralized CRM for pipeline and client management
Every stage of their client journey was mapped and connected.
The Results After Launching
Following implementation, EI365 experienced:
Over 3 hours saved weekly in manual coordination
Centralized communication and booking management
Increased operational clarity
Greater capacity to manage multiple trainings simultaneously
Measurable program impact through structured scorecards
Instead of relying on scattered communication, their systems now support growth consistently.
The Strategic Partnership Impact
EI365 transitioned from a referral-based operation dependent on phone and email to a structured, scalable organization supported by connected systems.
Their technology now supports client acquisition, onboarding, delivery, and impact measurement, creating a foundation for long-term expansion.
Ready to Strengthen Your Systems?
If your business is growing but your backend is still manual, it may be time to build something more structured.
Strategic technology partner for coaches, consultants, and service providers. We build systems that maximize your impact and minimize the overwhelm.
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