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IvyHill Case Study

How a Simple System Transformed IvyHill

April 30, 20243 min read

Amber Krasinski, the spirited founder of IvyHill, leads a boutique marketing agency that's been making waves across New England. From the get-go, Amber was all about building trust through meaningful connections, optimizing brand communications to engage audiences, and crafting strategies tailored for busy schedules. But like many new entrepreneurs, Amber found herself drowning in the noise and struggling with the day-to-day operations.

Before the System:

Amber thought she had everything under control writing notes to herself to follow up with clients and using spreadsheets to track calls and email follow-ups. But as business picked up, these tasks started slipping through the cracks.

A New Approach:

When I first met Amber, my goal was to streamline data collection and remove the manual repetitive tasks weighing her down. My first step was to centralize all her business data including her contacts, emails, and calendars. This wasn't just about organization; it was about making every interaction traceable and manageable from a single access point. This centralized approach also tracks every client interaction, from email clicks to call sign-ups. This made every piece of business information readily accessible and significantly easier to manage.

Implementing Automation:

Amber was spending countless hours on follow-up emails. We set up automated workflows that triggered personalized emails after client interactions, summarizing meetings or outlining next steps. This wasn't just a time-saver; it transformed how Amber connected with her clients.

Expanding the Digital Footprint:

We launched two new webpages for Amber—a Business Spotlight and Referral Program Page. The Business Spotlight Page is a one-stop-shop for communicating IvyHill's value, sharing testimonials, and providing contact information in a quick and compact landing page. The Referral Program Page encourages referrals through a simple landing page that produces unique URLs for tracking, making each referral clear and measurable. 

The Results Speak for Themselves:

It feels like there's a weight lifted off my shoulders. I don’t need to sweat the small stuff anymore.” ~ Amber

With the new system, she could finally focus on growing her business rather than just maintaining it, which allowed us to identify and pivot according to her data to diversify her client base beyond a single major client.

The referral program turned out to be a a game-changer because there is no more confusing email chains or playing phone tag when it comes to someone referring IvyHill. Now, everyone gets the same clear info upfront with the Business Spotlight Page, making each referral meeting more focused and effective.

Conclusion:

Implementing this system revolutionized IvyHill. It wasn’t just about saving time; it was about creating a robust framework that supported business growth and facilitated better communication. And as we continue our journey with IvyHill, our goal remains the same: to empower Amber and her team to thrive in an increasingly competitive market.

“I needed someone who has the experience, even though they might not have all the answers but is able to given me that direction and guidance that me by my lonesome or talking to other entrepreneurs who are struggling is not able to do.” ~ Amber


Never miss a customer communication and stay top-of-mind with all your customers with a system! Goals To Results have been assisting businesses in implementing effective systems, automation, and strategies all for an affordable price. Let's collaborate and tailor a system that fits your business needs!

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