Trusted Advisor OS
A complete digital sales infrastructure for a high-ticket knowledge business.
Client
Trusted Advisor Systems
Category
Knowledge Business Infrastructure
Stack
Overview
Designed the entire operational layer — course architecture, payment logic, community structure, and the automation stack that keeps it running.
Client Background
A consulting and coaching business selling a high-ticket programme to professional advisors. Strong methodology but no scalable digital infrastructure to deliver and sell it.
The Challenge
Sales were happening manually, delivery was inconsistent, and the team had no way to scale the programme without adding headcount.
The Solution
Architected the full digital layer on Thinkific: programme structure, pricing tiers, community access logic, and automated onboarding. The system now runs without manual coordination for each new client.
Results
Scalable programme delivery infrastructure operational from launch
Onboarding fully automated — no manual handoff required
Platform built to support multiple cohorts simultaneously
Skills applied
Tech Stack