Case Study: Speak by Design optimizes customer experience with Automated Dreams

Speak by Design cuts session misassignment to under 5% with Automated Dreams

Speak by Design, a team of communication coaches and trainers, faced challenges in building a new certification portal and automating its private coaching processes due to time and personnel constraints. They engaged vendor Automated Dreams to design the site and create the necessary CRM structures and automated workflows within their existing Ontraport platform.

Automated Dreams implemented a solution that included a dynamic membership site and automated tracking for coaching sessions. This resulted in the project being delivered on time and nearly eliminated manual invoicing and appointment errors. Specifically, automated session tracking reduced misassignments to under 5% per month. The solution from Automated Dreams empowered the client to manage and modify their systems without requiring new software.

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