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2 min read

Success Fort Worth Streamlines Processes to Enhance Customer Experience


Automates and Streamlines Backend Digital Processes

Success Fort Worth is a group of highly trained executive coaches who focus on helping business owners and other leaders gain skills that increase their effectiveness and profitability.


The online marketing process of Success Fort Worth had gaps that were affecting the performance of their business. These process gaps caused challenges such as:

  • Redundant efforts to increase the online presence of Success Fort Worth
  • Difficulty for customers to find an online business coach
  • Difficulty engaging prospective customers
  • Lack of proper process communication and automation


Partnering With Processology

Success Fort Worth had a clear mission of becoming the #1 hub for coaching in Fort Worth, Texas, but its processes were not aligned with its business goals and mission. They needed help designing a process that could turn their ideas into a reality that drove growth for the company.

Processology introduced Success Fort Worth to Opt360, our improvement framework for streamlining processes and technology.

Discovering existing process workflows and gaps that needed fixing

As the current process workflow was mostly in the heads of the team, Processology helped extract the knowledge of their team.

The steps involved interviewing the coaches and the marketing team to understand their roles and responsibilities in the process. 

By asking the right questions, we realized that communication and manual tasks were the primary factors issues in Success Fort Worth’s operations.

By going through the detailed process with each team member, we also realized that more manual time and effort were spent on redundant tasks. These inefficiencies led to drops in follow-up and damage to their reputation.

Designing a tailored strategy and process to improve Marketing

The first step was to design a tailored process that fits their unique business model and aligns with their business goals. 

Based on detailed interviews with the teams, our process experts built an improved communication plan to improve handoff and close the gaps between teams. 

To increase the engagement of prospective customers, we designed a series of workflows to nurture multiple segments of customers at every step in their journey and made it easier for customers to find the perfect coaches on their platform.

Developing the strategy from a plan to its execution

As the coaches and other teams were new to the improved process, our process experts worked closely with the teams to ensure there was seamless implementation of the plan.

Processology worked hand in hand with the teams to exercise the new communication plan and workflow.

We explained the benefits of the process changes to help the teams adopt the new workflow with little or no resistance.

Documenting the process changes for future reference

Processology documented the step-by-step processes for Success Fort Worth. The document will act as a reference for future process improvement, as well as a training manual for new and existing employees.

Power of Opt360


55% Faster Coach Matching
98% Employee Satisfaction
32% Revenue Increase

The Success Fort Worth team successfully implemented the new process model design by Processology, which helped them achieve the following outcomes in terms of business value:

  • Better customer experience
  • Faster processing times
  • Increased prospect engagement
  • Effective communication
  • Happier teams and better living!