Client Case Studies

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Whitney Uland

Whitney is a coach and educator with a massive body of knowledge and a rapidly growing audience. She came to Trusted Friends Agency because she had more demand than she could personally handle — and no system in place to convert that demand without her being on every single call. We were brought in to build a sales system that could do the heavy lifting, so Whitney could focus on delivery and growing her business.

  • Whitney had more leads than she had time to close. She was spending the majority of her week on sales calls — many with people who were never going to buy — leaving almost no time for delivering her programs, creating content, or growing the business.

    On top of that, her existing systems were literally crashing under the volume. A previous agency had set her up on a platform that wasn’t the right fit, and she wasn’t getting the support she needed to use it effectively. She was losing leads, burning out, and stuck on the sales-call hamster wheel.

    In short: Whitney’s business was running her, rather than her running her business.

  • Lauren initially stepped in to take over Whitney’s sales calls so we could see what was really happening. That’s when we made a critical discovery: prospects wanted Whitney. They didn’t want to talk to someone else — they wanted to hear directly from her.

    So rather than outsourcing her sales calls, we shifted the entire strategy. We:

    • Assessed who Whitney’s clients really were — their pain points, real objections, and what language would actually move them to buy

    • Dialed in the messaging to get more specific and attract the right, qualified buyers

    • Created a masterclass that spoke as if Whitney was directly talking to each viewer — addressing their pain points, shifting their perspective, and positioning her group coaching program as the clear next step

    • Lauren wrote the full script and coached Whitney through recording the video

    • We handled editing and production of the masterclass video

    • Emily evaluated Whitney’s tech stack and identified that her current systems couldn’t handle the volume — then rebuilt her backend infrastructure on the right platform

    • High-converting masterclass / VSL that sold on Whitney’s behalf

    • Full end-to-end evergreen sales funnel (opt-in through conversion)

    • Complete email sequence to nurture and convert leads

    • Backend systems overhaul — migrated to a platform that could handle her volume without crashing

    • Automated lead qualification so unqualified prospects were filtered out before taking her time

    • On-demand purchasing system so people could watch and buy without Whitney’s involvement

    • The funnel generated over $1M in revenue over approximately 18 months — without any of Whitney’s time on sales calls

    • First partial year (approx. Sept–Dec): $20K–50K in initial revenue

    • First full year: over $750K in funnel-driven revenue

    • Whitney went from ∼$12K/month to consistently scaling her income through the evergreen system

    • Grew her coaching program from roughly a dozen clients to close to 100 at peak

    • Completely eliminated the need for one-on-one sales calls

    • Freed up Whitney’s time to focus on content creation, delivery, and business growth

  • After the funnel was live, we stayed on and continued supporting Whitney’s business for over a year and a half. During that time, we:

    • Monitored sales performance and optimized the funnel

    • Planned and executed two rounds of live retreats with her

    • Provided ongoing strategic and operational support as the business grew

Stacey Mendelson

Stacey is a divorce coach who helps women navigate family court. She came to Trusted Friends Agency overwhelmed — doing too many consult calls, working too many days, and spread thin across every part of her business. She knew she needed help scaling and finding a way to serve more clients and close more sales without trading her time for money.

  • Stacey didn’t have a system to help her scale without using more of her time. Every sale required her to be directly involved. She was working five days a week, handling sales calls and delivery, and her business was running her rather than the other way around.

    She could serve a maximum of about 20 clients at a time, and increasing that number would have meant increasing the number of hours she worked — which was the opposite of what she wanted. A lot of the people she was talking to on calls weren’t even qualified to buy, which meant she was wasting time on prospects who were never going to convert.

  • We started by really getting to know Stacey — her business, her clients, and the kind of lifestyle she wanted. We dug into her current offer, her ideal client, and her messaging to understand what was working and what wasn’t.

    From there, we:

    • Refined her messaging and ICA so the right, qualified people started showing up — and buying without needing her on a call

    • Restructured her offer to reduce the number of days she needed to work while doubling her membership capacity

    • Created a lower-level offer as an additional entry point for clients to come in where they were

    • Built a sales funnel that did the selling for her — so consult calls were no longer required

    • Identified the key things Stacey had to teach all clients to succeed in family court, then created training modules that took her out of the equation

    • Those trainings also became an on-demand course — another scalable revenue stream

    • Redesigned the client onboarding system so people were set up for success automatically, without Stacey hand-holding each new client

    • Built out a full client experience so the entire journey felt cohesive and elevated

    • Helped Stacey step into her CEO energy — so she felt like the leader of her business, not the operator

    • Took her from zero social media presence to a recognized thought leader on LinkedIn

    • Refined messaging and ideal client clarity

    • Restructured offer suite with multiple tiers (including a new lower-level entry offer)

    • End-to-end sales funnel that eliminated the need for consult calls

    • Training modules and on-demand course built from Stacey’s core IP

    • Automated client onboarding system

    • Full client experience design (discovery through delivery)

    • LinkedIn thought leadership strategy and execution (from zero to established presence)

    • Hired and onboarded an executive assistant for Stacey

    • Brought on an additional coach to expand delivery capacity

    • Doubled her membership while reducing her work schedule from five days a week to approximately three

    • Consistently hitting $30K+ months

    • Completely eliminated consult calls — with the same (or greater) influx of business

    • Able to take multiple weeks off per year for vacation while the business runs without her

    • Attracted a higher caliber of client: more affluent, tech-savvy, and decisive — clients who hear what she has to say and sign up without decision drama

    • Went from zero LinkedIn presence to a recognized thought leader with a consistent pipeline of referrals and clients from the platform

    • Brought on an additional coach and executive assistant, allowing her to truly operate as CEO

    In Stacey’s own words: “Since automating my systems and eliminating the consult call, I am attracting more affluent and sophisticated clients who need my help. Once they hear what I have to say, they can see that they need what I offer and they just sign up without a bunch of decision drama.”

  • With the foundation in place, the natural next phase for Stacey includes:

    • Continued LinkedIn thought leadership and content creation to grow visibility

    • Ongoing consulting and strategic support as the business evolves

    • Potential on-site video production to deepen content strategy

    • Support around building out her internal team and scaling delivery further

    • Testing Google paid ads and improving her GEO

Stacey’s LinkedIn Growth over One Year

“I love working with Emily and Lauren because they do all the techy stuff that I don’t like doing and let me stay focused on my zone of genius which is helping women navigate family court.”