June 15, 2026
How One Career Coach Built Infrastructure to Support 50 Clients Without Adding Staff
Client Name: Opeyemi Ojekale
Business: SDR Accelerator
Industry: Career Coaching — Tech Sales
Project Type: Glow Up
Opeyemi Ojekale helps people land remote tech sales roles in 30 to 90 days. Her program, SDR Accelerator, has done it for over 60 clients — people who had no tech background, no connections, and no sales experience, who went on to land six-figure SDR roles. The coaching works. The results are real. And Ope knew, clearly and without ambiguity, that the infrastructure running underneath it had to catch up.
Data was scattered across Airtable, Google Sheets, Kajabi, and Tally. Client progress was being tracked manually. Every time a new client came in or moved through the program, the operational weight fell on her and her Client Success Manager — tracking, updating, following up, coordinating. It worked for the business she had. It wasn’t built for the business she was building.
She came into the Glow Up with a specific vision. Not just to reduce the manual work, but to build something that could hold 40 to 50 active clients without requiring more people to hold it. A lean, efficient operation where the systems did the heavy lifting — so she could stay focused on coaching and growth.
What She Came In Wanting:
- Infrastructure to support 40–50 active clients without expanding the team
- One centralized source of truth replacing data scattered across Airtable, Google Sheets, Kajabi, and Tally
- Live dashboards giving her and her CSM real-time visibility into client progress, session usage, and flags that need attention
- A lead intake system with two clear pathways — one for people ready to buy, one for people who want to ask questions first — with all data flowing automatically into one place
What Was Delivered:
- 15 custom deliverables across lead capture, client onboarding, program delivery, and internal dashboards
- A fully automated quiz lead funnel with three segmented nurture paths (Cold, Warm, Hot) in Kajabi
- A lead qualification form with automatic routing — direct invoice, call booking, or a respectful decline — based on applicant answers
- A controlled client onboarding and access management system in Airtable
- Live program dashboards tracking client phases, session usage, and action item progress for the CSM
- Automated offboarding and post-program follow-up sequences
Scope Stats:
- 15 deliverables built across 4 interconnected areas
- 3 automated nurture sequences by lead segment
- 7 automated onboarding routing paths
- Tools connected: Airtable, Kajabi, Tally, Zapier, Slack, Google Drive
BY THE NUMBERS
- 15+ custom deliverables built across lead capture, onboarding, program delivery, and dashboards
- 6 tools connected into one operational system
- 15+ automations handling what used to require manual coordination
- 4 lead pathways — every applicant routed automatically based on fit
WHAT SHE CAME IN WANTING TO SOLVE
Building for Volume Without Adding Headcount
Ope’s goal wasn’t just operational efficiency — it was scale. She wanted a business that could support 40 to 50 active clients without the operational weight growing proportionally. That meant building systems that handled 70 to 80 percent of the operational tasks without manual intervention, so her CSM could focus on client relationships instead of logistics.
Centralizing Everything Into One Source of Truth
With data spread across multiple platforms, visibility into client progress and business health required too much digging. Ope needed a single hub where information flowed in automatically and stayed current — so neither she nor her CSM had to piece together a full picture from four different places before making a decision.
Live Dashboards for Real-Time Oversight
Ope wanted to be able to look at the program at any point and immediately understand where every client was — which phase they were in, how many sessions they’d used, which action items were outstanding, and what needed attention. Not after pulling a report. Not after asking her CSM. Right now, from one place.
A Lead Intake System That Qualified and Routed Automatically
Two types of people were coming in: people ready to move forward without a call, and people who wanted to talk first. Ope needed both pathways handled cleanly — with every lead’s data flowing into one place automatically, and the right next step triggered without anyone having to review each submission manually.
WHAT WAS BUILT
Lead Capture and Qualification
Two systems were built to handle how leads enter the pipeline — one for the quiz funnel, one for direct applications — and together they replaced manual lead review with automatic routing that activates immediately based on each person’s answers.
The quiz lead funnel connects Tally directly to Airtable and Kajabi. When someone completes the quiz, Zapier reads their score and classifies them as Cold, Warm, or Hot. Each classification triggers a separate workflow — creating a record in Airtable with the lead’s details and score, and simultaneously enrolling them in the corresponding nurture sequence in Kajabi. Cold leads never enter the Hot workflow. Warm leads receive content that meets them where they are. Hot leads move into a sequence designed to convert. The right message reaches the right person automatically, with no manual review in between.
The lead qualification form inside Airtable handles direct applications. It collects location, financial readiness, time availability, and how the applicant prefers to move forward. Based on their answers, the system routes automatically. Applicants outside the US and Canada receive a polite, respectful out-of-region response. Applicants who aren’t yet financially ready receive a thoughtful decline with an alternative path. Qualified applicants are sent either a direct invoice link or a call booking link — depending on their stated preference. Post-call nurture sequences and follow-up automations keep the pipeline moving for leads who haven’t yet taken action.
Booking email templates were built for every qualified scenario, and the contract and payment workflow in Kajabi was fully automated to handle what happens the moment a lead says yes.
Client Onboarding and Access Management
Access to the SDR Accelerator program is now a controlled, sequenced process — not something that happens automatically at checkout. Every new client moves through a structured flow that begins at payment and ends with full program access, with each step confirmed before the next one opens.
When a client pays, a Zap fires and begins the sequence: the client receives their onboarding form, their Airtable record is created, and their Kajabi access is staged. Once the onboarding form is submitted, their community access is granted, the CSM is notified in Slack, and the client record is updated in Airtable with all their intake information. Nothing falls through the cracks because the system doesn’t move forward until each confirmation is received.
Program Delivery and Session Tracking
The work Ope and her CSM do inside the program now has infrastructure behind it. Live dashboards in Airtable give both of them a real-time view of the entire client roster — which phase each client is in, how many sessions they’ve used, which action items are outstanding, and which clients need attention.
Before, this picture required stitching together information from multiple places. Now it’s in one view, always current, updated automatically as clients move through the program. Ope’s CSM can see everything she needs to do her job without coming to Ope to ask. Ope can check in on the business without running through four tabs to build the full picture.
Session usage is tracked automatically. Flags surface when a client is falling behind or hasn’t taken action. Milestones update as clients progress. The program runs — and is visible — without manual updating.
Operational Dashboards and Offboarding
A business-level dashboard gives Ope visibility into the health of the operation as a whole — active clients, pipeline status, revenue data, and program performance — in one place. This is the view that makes decisions easier: whether to take on more clients, where the CSM’s attention is most needed, and what the business actually looks like at any given moment.
Automated offboarding sequences handle the end of every client engagement. When a client completes the program, the offboarding flow activates — delivering completion communications, follow-up touchpoints, and the pathway to stay connected with the community. No manual coordination required from Ope or her CSM to close out a client well.
WHAT CHANGED
“Working with Ashley was an incredible experience. The most valuable part for me was the unlock around what could actually be automated in my business and what automation could really do. Then watching her bring those ideas to life was amazing. We would talk through something and I’d say, ‘I wish I could run my business this way,’ and she would respond, ‘I have an idea.’ A few minutes later she’d send over a video and ask, ‘Does this look like what you were thinking?’ And it would be exactly it.” — Opeyemi Ojekale, SDR Accelerator
The shift Ope is describing didn’t happen at the end of the project. It happened conversation by conversation — each one revealing more of what was possible, and each one followed by something built.
Before, Ope and her CSM spent significant time going back and forth: what needed to be done, what actions clients still needed to take, what required Ope’s approval before it could move forward. Now she can see everything directly in Airtable. That visibility alone changed how the business operates day to day — less back-and-forth, fewer decisions that require her in the loop, and more confidence that the right things are happening for her clients even when she isn’t the one moving them.
For clients, the experience shifted too. They went from Excel sheets and fragmented communications to a real home base — one place where they can see their progress, their next steps, and where they stand in the program. Ope noted that the feedback on the roadmap improved immediately. That’s not a coincidence. When clients can see what’s happening, they trust the process more.
And then there was the moment that said it all. For the first time in a long time, Ope took time off — and trusted that it would be fine. Automatic notifications were in place if anything needed attention. Her CSM had the tools to run things without her. Nothing broke. The business ran while she wasn’t in it.
That’s the difference a real build makes.
“My business runs so much smoother now. When I think about the investment compared to the ROI, I honestly think she’s underpriced. The glow-up in my business has been huge. It genuinely feels like I’m running a different business now, and the only thing that changed is that real systems are in place.” — Opeyemi Ojekale, SDR Accelerator
Ready to give your business the same Glow Up?
If you’re running a coaching or service business with real results and a team that can’t quite keep up with the operational weight of delivering them — that’s the Glow Up.
A full operational overhaul, custom-built for how your program actually runs. Built to hold more clients, give your team real visibility, and free you from being the only one who knows how everything works.
