Adult education / Client work by Callum
Sales and marketing automation for high-ticket education
Built extensive sales and marketing automation pipelines for a high-ticket adult education business.
Experience of Callum Holt, founder of 13Labs
Relevant when enquiries need several conversations, reminders and handoffs before a buyer is ready to proceed.
This account describes the published project scope. Client identities, system screenshots and measured performance results are not included in this project record.
The work behind the system
A high-ticket education business needs to keep enquiries, follow-up and the path to a sales conversation connected as its programs grow.
What Callum built
- Built automation across sales and marketing workflows.
- Connected the stages between an initial enquiry and continued follow-up.
- Designed the pipelines around a considered, high-ticket purchase rather than an instant checkout.
What this work taught us
Revenue automation has to support the real customer journey. Faster messages alone do not make a better sales process.
Applying the pattern to your business
For a similar workflow, start with the inputs, decisions and handoffs. The steps below are implementation guidance for a new project, separate from the delivered scope above.
1. Capture the enquiry
For a similar education provider, start with the information a sales adviser needs: the program of interest, enquiry source and the next agreed action.
2. Define the next step
Map the points where an adviser follows up, a prospect books a conversation or a record needs attention. Agree who owns each step before adding automation.
3. Keep the conversation visible
Use one record for the current stage and follow-up history, so an adviser can see what has happened before contacting the prospect.
What to measure in a similar build
Record a baseline before the build, then compare the same workflow after testing and handover. These measures help define acceptance criteria for your project.
- Time between an enquiry and the first useful response.
- Enquiries with a named owner and an agreed next action.
- Follow-up tasks completed, missed or requiring manual correction.
Related project experience
Research-led LinkedIn and email outreach systems - Built infrastructure for automated, agent-assisted outreach across LinkedIn and email at a B2B sales technology company.
Have a workflow like this?
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