One platform for the whole business
A new coaching business needed technology across its whole operation. We built one platform to run it: the website, the course, the CRM, calls, payments and prospecting.
- 150+
- outreach contacts a day
- $10,000+
- in weekly sales
Reported by the owner, over the same period. He attributes a meaningful part of that growth to tooling that removed friction and multiplied his capacity.
Where it started
MedSalesCoach teaches candidates how to break into medical device sales, and its founder brought deep experience of the industry. What the business didn’t have yet was the technology to run it: somewhere to sell the program, deliver the course, follow every lead and student, hold coaching calls, take payments and do its own prospecting.
What we built
Rather than a stack of separate tools, we built MedSalesCoach’s OS, one platform designed from the start rather than pieced together. The marketing website and a course platform with video and quizzes sit on the same records as the CRM. Calendly and Zoom are connected, so calls are booked, recorded and transcribed automatically, and each one is analysed.
Payments, sales tools and LinkedIn prospecting run in the same place, with AI where it saves time. We integrated the tools that were already good at their job and built everything around them.
What changed
Over the same period, the owner’s outreach grew from about 30 contacts a day to more than 150, and weekly sales from about $1,000 to more than $10,000. He attributes a meaningful part of that growth to the platform: with the busywork taken out of every lead, call and follow-up, one person could hold far more conversations than before.
Everything about a lead or a student lives in one record, from the first visit to the site through enrolment, coaching and the job search. And the platform hasn’t stood still since launch: as the business has changed, the system has changed with it, as part of the same monthly service.
Built for problems like yours: Software integration · Custom software for small businesses
The questions it answers.
Each screen is captioned with the question it answers. The screens inside the system are from a staging copy with sample data, not MedSalesCoach’s own records.
Your business has a pattern too.
Start with a free 30-minute call about how your business runs. No slide deck, no quote, and if you don’t need us, we’ll tell you.