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The client offered online programs, in-person events and private sessions, each requiring different communication with prospective clients, current participants and alumni. As her audience expanded, her existing systems struggled to support these distinct customer journeys.
Important emails—including payment receipts and onboarding information—were reportedly landing in spam or failing to arrive. New registrants needed manual entry and follow-up, while the event registration platform was not reliably passing contacts into the appropriate ActiveCampaign lists and automations.
When SAAR® reviewed the setup in early 2023, the account contained disorganised lists, duplicate contacts and broken automations. Campaigns were often sent sporadically or at the last minute, increasing the risk of missed follow-ups and mismatched messages.
The opportunity was to rebuild the email infrastructure around reliable data flow, relevant audience segments and automated communication, allowing the client to support a growing business without continually troubleshooting the backend herself.
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SAAR® began in early 2023 with an audit of the coach’s marketing technology stack, email flows and contact management. The team identified issues affecting message delivery, audience organisation and the transfer of event registrations into ActiveCampaign.
The account was reorganised and automated welcome and nurture sequences were introduced. Dynamic fields allowed messages to populate relevant details—including names, event titles and dates—without requiring each email to be customised manually.
SAAR® also addressed the connection between the event registration platform and ActiveCampaign, reducing the need for manual contact entry. Audience tagging and segmentation were implemented so campaigns could be directed toward contacts based on their programs, interests and engagement.
Finally, the team reviewed the sending infrastructure, including sender authentication, and continued refining campaigns and flows as the business evolved. The source describes an ongoing engagement from early 2023 through at least July 2025, with further re-engagement and content improvements planned.
Platform: ActiveCampaign
Engagement: Began in early 2023; ongoing in the source
Reporting cutoff: July 2025 for the partial-year 2025 data
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Discover what’s possible and start growing your business today!
To download, simply fill in this form and so you can grab your very own copy.
Discover what’s possible and start growing your business today!
To download, simply fill in this form and so you can grab your very own copy.
Discover what’s possible and start growing your business today!
To download, simply fill in this form and so you can grab your very own copy.
Discover what’s possible and start growing your business today!
To download, simply fill in this form and so you can grab your very own copy.
Discover what’s possible and start growing your business today!
To download, simply fill in this form and so you can grab your very own copy.
Discover what’s possible and start growing your business today!
To download, simply fill in this form and so you can grab your very own copy.

It’s time to harness that power and bring the best out of your business.