Tipsy Business

Case Study: When Your Biggest Lead Source Is Your Biggest Problem


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What do you do when your biggest lead source is also your biggest headache? In this episode, I'm pulling back the curtain on a real client story — a stationer dealing with a toxic planner who was overstepping, micromanaging, and making her life miserable.

We looked at the facts (spoiler: the feelings weren't the facts), set some firm boundaries, and completely changed how she ran her business — all in the first week.

What we covered:

  • Why feelings aren't facts — especially when it comes to where your leads come from
  • How she stood up for herself mid-project, in front of a shared client
  • Creating a separate lead gen form for planners vs. couples
  • Only offering options you actually like (you're still the boss!)
  • Using a difficult situation as a catalyst, not an excuse

Build: 2 months of 1:1 coaching + curriculum, $2,999, Apply here: https://forms.gle/cw4zGCFfBajXHZdLA

Art of Ease Mastermind, where the goal is adding 100k to your business in the next 12 months: https://www.twocanco.com/aoe-mastermind

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Tipsy BusinessBy Carley Zuercher

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