Case Study

Course & System Launch
2021-23

80%

Manual work eliminated

100%

On-time delivery and launch

$58k

First launch revenue

The Client

PedsDocTalk

PedsDocTalk needed a scalable launch system to turn a highly engaged audience into a sustainable digital business. I built the operational foundation that supported every product launch, removed manual bottlenecks, and gave the team a clear, repeatable process they still use today.

Team

  • Client team (founder, videographers, assistant)

  • My team (developer, copywriter, designer, DE&I advisor, systems support, ad strategist)

Industry

  • Health & Wellness

  • Education

My Role

Creative Operations Lead

Oversaw the operational foundation of launches, campaigns, and content pipelines to ensure reliable output and predictable results.

Workflow Strategist

Oversaw the operational foundation of launches, campaigns, and content pipelines to ensure reliable output and predictable results.

Systems

Architect

Led developer on end-to-end operational workflows that reduced manual workload, increased delivery consistency, and created a scalable structure for future growth.

Creative Project Manager

Coordinated timelines, clarified team responsibilities, and ensured alignment between content, creative, operations, and stakeholders to hit 100% on-time deliverables.

Quality & Consistency Steward

Developed review checkpoints and production standards that strengthened brand consistency and reduced revisions or rework.

Documentation + SOP Builder

Created clear SOPs, templates, and resource libraries that improved onboarding, reduced errors, and standardized the team’s quality of work.

The Project

The Operational Problem

PedsDocTalk began as an engaged Instagram brand with no product, no systems, and no operational infrastructure. Dr. Mona wanted to replace her clinical income through online education but lacked the workflows and support required to launch and scale.

I led the operational strategy behind her first digital product, then expanded the system into a reusable launch engine. This included workflow design, project management, team coordination, automation, templates, and long-term support across multiple campaigns.

  • No product

  • No launch workflow or templates

  • No system for delivering or supporting customers

  • No email automation

  • No structure for planning or running a campaign

  • Manual, founder-dependent tasks

  • A website that wasn’t generating leads or sales

Goals + Success Criteria

A scalable system that removed overwhelm, supported growth, and allowed the team to operate independently. Financially, Dr. Mona wanted to hit $100k in revenue from the course in the first 12 months.

The Work

Solution

I led the operational strategy behind her first digital product, then expanded the system into a reusable launch engine.

This included workflow design, project management, team coordination, automation, templates, and long-term support across multiple campaigns, with the goal of Dr. Mona's internal team being able to run launches without me.

Process

1.

Discovery + Planning

2.

Campaign Strategy

3.

Systems Architecture

4.

Live Course Launch

5.

Analysis+ Iterations

6.

Documentation + Team Handoff

Automations

Automation Architecture Overview

  • Email sequences (showup, sales, delivery, abandoned cart sequences)

  • Customer onboarding automation

  • Delivery flows

  • Lead nurture automation

SOPs

  • Launch workflows + duplication system

  • Tagging + segmentation rules

  • Refund, coupon, and access SOPs

  • Resource library structure

  • Team training videos

Templates

  • Event registration pages

  • Resource download pages

  • Delivery portals

  • Ad graphics

  • Social assets

  • Workbooks/guides

Tools Used

ActiveCampaign, Wordpress, Google Workspace, Trello, ThriveCart, Canva, Adobe CC

Metrics & Optimization

We tracked a small set of signals across the conversion path. Opt in rate, cost per lead, sales conversion, and early churn indicators. These readouts guided ongoing optimization so we could refine creative and copy without guesswork.

Results

A repeatable launch system

Automated product delivery

Time-freeing templates

A predictable marketing engine

Clear delegation and ownership

Traffic converting website

  • 80% manual work eliminated

  • $58k in first-week revenue

  • $104k in six months (2x their goal)

  • Launch cycle repeatable without agency dependency

  • Automated delivery and onboarding

"It's been almost a month since we launched and feedback has been great so far. I can't express how grateful we are to this amazing team we have. We are so happy the course is out there and people are enjoying all the information and community that has come along with it!"

Dr. Mona Amin, PedsDocTalk

Summary

This system became the foundation for PedsDocTalk’s entire digital business.

By creating workflows, automation, and templates the team could trust, I transformed a manual, founder-heavy operation into a predictable, scalable launch engine the team still uses today.

See how it works with real teams.

If you want to understand how these systems come together — and the impact they have — the case studies below walk through the process, decisions, and results in detail.

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