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Project

Career Vision Coaching

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Client
Josh Bob
Tools
n8n, Slack, Notion, Supabase, OpenAI, Claude Code
Service
Sales, Marketing, Community Growth & Enrichment, Project Management
Year
2025
Industry
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 automation 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

  • Hours saved everyday for sales & marketing team when identifying and contacting LinkedIn leads
  • Previously missed high value clients retained in sales funnel (multi-thousand dollar high-ticket prospects)
  • New sales opportunity to nurtured leads through newsletter
  • $100+ saved for Josh and administrative team every day on previously manual tasks