YOU DESERVE TO BE TIME-RICH.

VIEW DR. MINESHA'S CASE STUDY BELOW

Executive Coaching & Leadership Consulting

Dr. Minesha

 Life + Leadership Doctor

Background: Dr. Minesha White is a leadership consultant and executive coach dedicated to helping professionals align their lives and careers with purpose and impact. She supports seasoned professionals, many of whom are preparing for early retirement, in achieving personal transformation and career clarity. With a growing network of leads and referrals, Minesha needed streamlined systems and strategic support to move from scattered execution to scalable operations.

 

She wasn’t short on demand. She was short on time. 
That’s where Streamline & Scale stepped in; her goal was clear:

“So that I can perfect my client offers and experience and spend more quality time with my kiddos.”

The Challenge: Stuck in the Feast or Famine Cycle

Before partnering with Streamline & Scale, Minesha managed her backend operations across seven different platforms and numerous Excel spreadsheets. The workload was entirely manual, the overwhelm was real, and potential revenue was slipping through the cracks:

No central system to track or follow up with leads

50%+ no-show rate for booked calls

Scattered tools for booking, onboarding, contracts, and client communication

Inconsistent follow-up with old leads and unread messages dating back months

No automated way to nurture her list of over 1,500 contacts

Lack of clarity on where to focus CEO energy day to day

Bottom Line: Minesha was the bottleneck, and she needed streamlined systems, automation, and delegation to get her time and energy back.

→ Bottleneck: CEO

→ # of Platforms Used: (7)

→ CEO Manual Tasks: 100%

→ Automation: 0%

The Turning Point: Operational Clarity and Sales System Setup

In September 2022, Minesha partnered with Streamline & Scale for a high-touch operational reset. Throughout the engagement, we centralized her systems, clarified her sales processes, and gave her the tools to lead confidently.

PHASE 1 | Famine-Proof Infrastructure: 

Build a Central Command Center for Leads, Clients, and Sales

Migrated all lead data into a centralized Lead Tracker in Airtable (700+ contacts)

Built a custom Sales Dashboard to visualize leads by stage, source, and status

Designed a CEO Daily Workflow in Notion to support daily operations and decision-making

Created SOPs for managing leads in the pipeline, booking calls, and moving contacts through the sales journey

Consolidated proposal, contract, and onboarding processes into one client management workflow

Designed branded intake and feedback forms to pre-qualify leads and reduce no-show rates

PHASE 2 | Streamlined Processes & Systems

Automate, Nurture, and Convert

Developed and launched a 3-part email nurture sequence to 1,570+ contacts via Ontraport

Sent 14 custom follow-up emails to previously unclosed leads with open proposals

Cleared 200+ LinkedIn DMs and integrated LinkedIn outreach into the CEO Daily Workflow

Discovered that Minesha's strongest sales channel was audio-based connection calls

Optimized the client journey by attaching a Work-Life Harmony audio + questionnaire to appointment flows

Documented workflows for team use, so future lead and pipeline management could be delegated easily

PHASE 3 | Lean Support Team & Delegation

Reduce Manual Tasks and Empower Others

Created SOPs for lead updates, pipeline changes, and task handoffs

Delegated the use of the Sales Dashboard and Lead Tracker to future team hires

Reduced platforms used from 7 to 4, eliminating unnecessary tools and costs

Introduced branded templates for proposals, contracts, and emails to reduce time spent on repetitive admin

Designed a buyer's journey map tailored for seasoned professionals nearing retirement, Minesha's ideal client niche

The Results: From Overwhelmed to Organized

Dr. Minesha White now runs her business from a central command center. She has automated systems supporting consistent communication, visibility into her sales pipeline, and daily workflows that let her lead like a CEO.

BEFORE

Used Excel sheets and multiple platforms to manage leads

50%+ no-show rate for sales calls

Manually tracked follow-ups, proposals, and conversations

No automated nurture or segmentation of her email list

No centralized SOPs or team guidance

AFTER

700+ leads managed in Airtable with a real-time dashboard

Branded intake forms reduced no-shows to under 25%

1,570+ re-engaged contacts nurtured via email

20 sales calls booked from current network without new traffic

Delegated lead and pipeline tasks with clear SOPs

70% of CEO's time reclaimed and reinvested into vision and delivery

The Breakaway: From Bottleneck to CEO

★★★★★

“The system you built gave me the structure and space to show up for my clients as the best version of myself. I feel in control again.”

  

 — Final Recap, Streamline & Scale

🚀 Ready to move from scattered to scalable?

Let’s build your central command center so your business runs smoothly—with or without you.

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