Client Story

How Process Improvement Helped Alicia Castillo

CEO | Wealthing, Inc. | California, USA

The Beginnings | In Our Words

Alicia approached us frustrated with their current systems. Things were not working as that should causing time delays, losses in revenue, and most importantly depriving their clients of needed knowledge to advance their businesses.

The Reality | In Our Words

The Wealthing Institute wanted to build an online program that focused on helping women find funding for their businesses. The challenged that they faced, was not what they thought. After our assessment, we found that their processes were the source of their frustrations! Alicia came to us with a common challenge. Their problem was not sales or marketing. In fact, the solution was to make tweaks to their business processes, to turn everything around.

The Plan | In Our Words

Our mission was to help Wealthing Institute understand its existing processes, make improvements, and gain the desired result. Our solutions helped the Wealthing Institute improve efficiency, increase revenue, customer base, and lower expenses all at the same time.

The Result | In Alicia’s Words

Processology worked diligently reorganizing our process, making valuable suggestions, implementing changes and improvements and as a result, we are now able to continue growing the Women Get Funding Training Platform. I highly recommend Processology for business automation processes. We used Ontraport as opposed to Hubspot and as a step up from Constant Contact. 

The Transformation | In Alicia’s Words

The results are fantastic and we can continue growing our program with peace of mind.

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