Case Study: WBTrading achieves 140% business growth with Keap

Removed slow, manual tasks and won back days in efficiency and productivity

WBTrading, founded by William Brown, grew from a personal investing success story into an online training and coaching business. But as the company scaled, it faced major growing pains: manual data entry, spreadsheet-based workflows, marketing and fulfillment issues, missed follow-ups, and poor customer service. WBTrading needed a better way to manage growth, save time, and improve the customer experience, and turned to Keap through The Business Catalyst.

With Keap, The Business Catalyst mapped WBTrading’s customer journey, automated communications, improved segmentation and tagging, streamlined course delivery, and built dashboards to track key metrics and engagement. The results were significant: WBTrading doubled monthly revenue, increased business growth by 140%, and reclaimed about an hour per day. Keap helped WBTrading reduce manual work, improve efficiency, and create a more scalable sales and marketing system.

WBTrading

William Brown

Founder