How UpHex Helped Forever Booked Onboard 100+ Clients & Scale to a Self-Serve Model
This case study explores the journey of Jordan, owner of the agency Forever Booked, who successfully transitioned his business from a work-heavy, done-for-you model to a scalable, system-based approach with the help of UpHex. Initially, Forever Booked struggled with client onboarding and adoption, leading to frustration and churn. He needed a solution that would simplify the process and empower clients to achieve results independently.
https://www.youtube.com/watch?v=kNGcCuQDq4g
Scale your agency
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About Forever Booked
Forever Booked operates in the health and wellness space, specifically catering to chiropractic clinics. Their initial model involved offering fully managed services, which demanded significant time and resources. The agency’s growth was limited by the need for constant client hand-holding and a lack of scalability.
100+ Clients Onboarded
UpHex’s streamlined onboarding process, including pre-emptive troubleshooting and group coaching calls, has enabled the agency to efficiently onboard over 100 clients.
Reduced Churn
Addressing initial setup challenges and fostering client confidence through group support has significantly decreased churn rates.
Increased Client Results
By empowering clients to run campaigns independently and providing ongoing support, the agency has seen a dramatic improvement in client results and satisfaction.
Jordan’s Keys to Success with UpHex
”UpHex has been this extra tool that we've added on, and it's really helped us move from this really, really work-heavy, employee-heavy type of done-for-you offering more and more to the type of business which we've actually always wanted to build, which is much more system-based and it just implements or just uses a bunch of different software.
Jordan UrselForever Booked
Pre-emptive Troubleshooting
Addressing potential issues like disabled ad accounts and two-factor authentication upfront ensures a smooth onboarding experience.
Group Coaching Calls
Daily group calls provide clients with ongoing support, social proof, and the confidence to launch campaigns independently.
Offer Optimization
Focusing on high-quality, attractive offers within UpHex templates has been crucial for maximizing client results and minimizing ad spend.
A Future of Scalability and Growth
Implementing UpHex has opened doors for a future of scalability and growth for Forever Booked.
Increased Efficiency
The agency can now manage a larger client base with reduced manual effort, thanks to UpHex’s automation and self-serve features.
Enhanced Client Value
Integrating additional tools like EMR systems within UpHex allows Forever Booked to offer a more comprehensive and valuable service.
Sustainable Growth
By transitioning to a system-based model, Forever Booked is well-positioned for long-term sustainable growth.
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