Client case study
How a nutritionist managing 100+ daily leads built a backend that captured, converted, and ran itself - without burning out her or her team.
2,000+
Leads captured over 2 years
10+
Hours saved every month
8
Major launches executed
2 yrs
Ongoing engagement
The challenge
Shikha's Instagram reels were generating 100+ leads daily - hormonal health queries flooding DMs, comments filling up, and inboxes overflowing. Her team of two (a VA and a junior nutritionist, neither tech-savvy) had no system to handle it. Everything ran on spreadsheets, WhatsApp, and memory. Leads weren't converting. Revenue was sitting unrealised. Managing the inbox had become the business.
Missed follow-ups across a daily flood of DMs
No centralised client journey - spreadsheets and memory
Manual payment collection on every single sale
A team of two already at full capacity
No launch system to convert the audience she had
The solution
Built a full lead-capture and automation system - intake forms, automated project proposals with offer details and payment links via Razorpay and Stripe, and triggered onboarding emails. Leads received a branded proposal automatically, without Shikha touching a thing.
Centralised dashboard tracking every client's onboarding stage, progress, and deadlines, giving her junior nutritionist full visibility to act independently.
Custom forms with embedded logic to route each client to the right programme and team member, cutting misdirected queries and back-and-forth.
A visual financial dashboard tracking two years of revenue data, giving Shikha real business intelligence, not guesswork, at every launch.
Infrastructure for webinars and masterclasses, powering 8 major programme launches over two years, each running smoother than the last.
Tools used
The results
2,000+
Leads captured via Dubsado
10+
Admin hours saved monthly
8
Launches executed in 2 years
100s
Clients across all programmes
“She automated our processes so well that handling 130+ leads in a month became smooth and manageable. 100 leads a day became an asset instead of an anxiety.”
Shikha Gupta
Nutritionist & Wellness Creator
More work
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