Get Retirement Ready
An end-to-end revenue funnel — from content to conversion with zero manual intervention.
Client
Get Retirement Ready
Category
Revenue Infrastructure
Stack
Overview
Designed and built an automated revenue system that qualifies prospects, scores intent, and routes them to the right offer — all without a single manual follow-up.
Client Background
A financial education brand helping pre-retirees navigate the transition out of work. The team had strong content but no scalable system to convert that audience into paying clients.
The Challenge
Leads were coming in through content but dropping off before converting. The team was manually following up with every prospect, creating bottlenecks and inconsistent results.
The Solution
Built a full-funnel system using ScoreApp for intent scoring, Thinkific for course delivery, ThriveCart for payment processing, and Zapier to connect every piece. Leads now move through the funnel automatically based on their score — no manual touchpoint required.
Results
Lead-to-enrolment conversion improved significantly after removing manual follow-up bottlenecks
Client admin workload reduced by ~40% through automation
Consistent purchase experience across all lead segments
Skills applied
Tech Stack