Business Setup Case Study

Lorelei Carter’s Whole Business, Set Up Online from Scratch

How we built the funnel, the course, the content and the outreach behind her coaching business, The Wisdom Studio.

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Lorelei Carter
HEADLINE RESULT0 → LiveA business set up online from scratch
Lorelei Carter
About Lorelei Carter

Business Setup for Lorelei Carter

Lorelei Carter is a relationship coach and the founder of The Wisdom Studio. She had real expertise and a clear program idea, “Before You Say I Do,” and wanted the whole business live online without having to learn every tool herself.

Business SetupOnline PresenceSystems
01
The Challenge

Starting From Nothing

Lorelei had the expertise and the vision, but no funnel, no course platform, no video presence and no way to reach new audiences. A website, a quiz, email sequences, a full course, social content and podcast outreach all had to exist at once.

She also needed it all to work together: someone takes a quiz, gets the right result, receives the right emails, and can later buy and use the course. Doing that alone, next to a busy client schedule, was too much.

02
What We Did

How We Did It

✓

We set up her website and sales pages, with the right wording and disclaimers placed on each page, in the checkout and in her emails.
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We built a relationship-readiness quiz that scores each person and sends one of three result paths: low, mid or high.
✓

We wrote the follow-up into five nurture emails per path, timed to go out on Days 2, 4, 7, 10 and 14, with video embedded.
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We built her course, Before You Say I Do, inside a member portal, with lessons, videos, fillable worksheets and quizzes. Three modules are live.
✓

We turned her assessments into in-lesson quizzes, including Love Languages, Attachment Style and Communication Styles, so couples get their result right away.
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We branded the course, emails and worksheets in her purple and cream, and added a Welcome section for new members.
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We edited and published her YouTube videos with custom thumbnails, and cut, captioned and scheduled her Facebook and Instagram reels.
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We ran podcast outreach: researching shows, writing pitches, following up, and coordinating the bookings.
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We set up a small Meta ad test with tracking, tags and reporting, so she can see what each ad brings in.
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We built a Notion hub with a content calendar, a task board and step-by-step guides, so her team and her tasks stay in one place.
The Results

What Changed

15Nurture emails across three quiz result paths
3Course modules built with fillable worksheets and quizzes
119Podcasts researched, with pitches landed in 98 inboxes
2Podcast hosts who said yes to having her on
1Funnel from quiz to email to course, working together
1Notion hub for content, tasks and procedures
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