Career Vision Coaching

Challenges

• Trouble extracting high value leads from LinkedIn audience, too much engagement to sort through
• Lack of valuable community tools for job seekers (stand alone benefits of community)
• Wasting time on administrative tasks such as document filing and CRM updates
• Tedious onboarding process

Solutions

• Implemented a mass LinkedIn scraper to process and lead score hundreds to thousands of new LinkedIn audience members per week to pinpoint the best leads
• Built a full-stack Instant job alerts portal where community members can target certain positions and receive email alerts every hour on new postings
• Crafted a custom newsletter generator that repurposes and enriches popular Career Vision LinkedIn content. The newsletter also automatically includes recent wins and news from the Career Vision Slack community.
• Deployed a handwritten notes parser to transcribe notes, store them in correct client folder in Drive and in Notion CRM page, TODO list items automatically added, Slack updates
• Connected an AI meeting recorder connected to Notion to automatically transcribe notes under related client in Notion

Impact

• $1-2K saved per month in marketing assistant pay for LinkedIn research
• Previously missed high value clients retained in sales funnel (multi-thousand dollar high-ticket prospects) and converted
• New sales opportunity to nurtured leads through newsletter
• Hundred of dollars saved every day for Josh and administrative team every day on previously manual tasks