Case Study

25 Hours A Week Back, And Twelve Automations That Did Not Need Me

Underdog Investor Group is a membership and education company serving 1,500+ active members across two tiers. Its coaching calls, community and course library, client onboarding, customer records, payments and onboarding survey each lived in a separate tool, and nothing moved between them.

What Each Of The Six Systems Gave Back

• One profile for every member. Member details from six systems in one profile that updates itself. The early warning and the live screen run on it.
• An early warning on who will cancel. Members sorted into six risk levels and flagged before day 96, when cancellations peak. Customer Success: 8 hours a week back.
• Every call into the library. Every live call automatically transcribed into a polished, human-sounding article and cataloged into a well-organized library. Content and Community: 7 hours a week back.
• Automatic client check-ins. Created for every 3, 6 and 12-month client, onboarding to renewal. Client Delivery: 4 hours a week back.
• Automatic community updates. Platform changes written up and posted to the community twice a week. Marketing: 4 hours a week back.
• The weekly numbers, live. One screen replaced the weekly spreadsheet and flags any automation that stops. Leadership: 2 hours a week back.

Churn held at 8–10% instead of 15.5%, about $6,000 a month in recurring revenue retained. Twelve automations went to the team, and nothing was left depending on me.

“It didn't take very long for us to hire him on the spot. His ability to find gaps and holes in our frameworks, inside of our systems, and to use his skill sets in AI to help plug them was second to none. Not only did he change my life and my business, but he will do the same for you.”COLIN MASON  ·  Co-owner, Underdog Investor Group

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