Working with a contractor who gets your vision is rare — but when it happens? It changes everything. Here’s how I went from Q-tips on Instagram to a YouTube channel that brings in paying members — and the video editor who helped me make it happen.

Let’s talk about Pam.

Pam runs Viking CPA Group, a tax and accounting firm that doesn’t just crunch numbers — they build relationships and help clients feel in control of their money. But behind the scenes? It was a different story.

Pam had two high-demand services — Tax Preparation and Accounting — plus a digital course in the works. But the systems meant to support her offers were working against her. She was:

• Losing leads because her CRM wasn’t connected to her website

• Manually responding to every inquiry

• Halfway through building a course (with no clear launch plan)

• And trying to launch an affiliate program on top of all that

This was the kind of chaos I live for — because it’s fixable. Let me show you how we cleaned things up.

The Problems We Had to Solve

• No backend structure to support both services

• Website wasn’t integrated with her CRM (Dubsado)

• Course platform (Thinkific) was set up but unfinished

• No affiliate system or onboarding

• ClickUp wasn’t being used

• Website wasn’t reflecting her full offer suite

The Game Plan

We needed to build systems that could work together — without making things more complicated. Here’s what I focused on:

01. Built Out Dubsado Workflows for Tax + Accounting

We started with her CRM. I built custom workflows for both types of clients, added embedded lead forms for each service, and created branded proposals that walked clients through what they were buying. No more one-size-fits-all.

Tools Used: Dubsado, WordPress (form embed)

02. Finalized Her Course in Thinkific

The course was halfway there. I edited and uploaded intro/outro videos, finished lesson setup, and configured payment options. We also branded the student experience to match Viking CPA’s clean, confident vibe.

Tools Used: Thinkific, Canva, Video Editor

03. Launched her Affiliate Program

To help Pam grow her course without relying on ads, we launched an affiliate program. That included:

• Creating an Affiliate Welcome Guide

• Designing branded graphics for affiliates to share

• Writing onboarding emails

• Setting up tracking and payments inside Thinkific

Tools Used: Thinkific, ConvertKit or GSuite for email

04. Set Up ClickUp for Client and Project Management

ClickUp was sitting empty. I created a clean workspace she could actually use, with folders for Tax, Accounting, and Course tasks — plus templates she could duplicate for recurring work.

Tools Used: ClickUp

05. Updated Her Website to Match Her Offers

Her website didn’t reflect the business she’d grown into. I added:

• Individual pages for Tax and Accounting services

• Embedded forms that synced with Dubsado

• A dropdown menu for her new course

• Clear CTAs so visitors knew what to do next

Tools Used: WordPress, Elementor or Divi (depending on what she used)

The End Result

In less than 90 days, Pam went from a scattered backend to a business that runs like a machine. Here’s what she gained:

• Two service pathways, each with its own workflow

• A finished, branded course ready to promote

• An affiliate program to grow it organically

• A website that actually converted and puts her leads into her CRM.

• A fully organized ClickUp workspace

• And hours of time saved every week thanks to automation

“She knows business systems and processes up, down, all the way around!! She made my internal and external processes so much more efficient, effective and automated. I have no idea where my business would be without her — or how much time I’d still be wasting doing things manually…”
— Pam, Viking CPA Group

View the Full Case Study (with video testimonial here)

Ready to get your backend cleaned up so you're not missing out on quality leads?

If your backend needs a little TLC — let’s fix it. Check out my list of OBM who can help you with this [right here →].

Thank you so much for reading!

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