The Industry

Health, Wellness and Fitness

The Client

A North American wellness platform offering virtual fitness classes, wellness coaching, and subscription-based health programs.

The Challenge

The client, a growing wellness platform, faced three key challenges: managing an outdated software system, inefficient lead management, and a weak social media presence. Their existing software was limiting operational efficiency, and their Customer Relationship Management (CRM) system was not optimized, resulting in lost leads and poor follow-up processes. Additionally, their social media engagement was low, and they struggled to build a loyal online community. They approached Digital Sights Inc. to overhaul their software infrastructure, optimize their CRM for better lead management, and revamp their social media strategy.

Services Provided

  • Software Setup
  • Software as a Service (SaaS) Solutions
  • Social Media Marketing
  • CRM Optimization
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Our Approach

Software Setup & SaaS Integration

We implemented a cloud-based SaaS solution that streamlined the management of their virtual fitness classes, subscription plans, and wellness programs. This software allowed for automated scheduling, payment processing, and customer data management, improving operational efficiency and providing the scalability needed to grow.

Custom SaaS Solution

We developed a subscription-based platform that allowed users to access on-demand content, book live virtual classes, and track wellness progress through personalized dashboards. This mobile-friendly solution integrated seamlessly with third-party apps, enhancing the overall customer experience.

CRM Optimization

We optimized the client’s CRM system to manage their leads more effectively. This included automating lead tracking, nurturing sequences, and follow-up reminders. By integrating the CRM with the new SaaS platform, leads were automatically funneled into the system, enabling better segmentation and tailored marketing campaigns, reducing lead leakage, and improving conversion rates.

Social Media Marketing

We developed and executed a targeted social media strategy aimed at building a strong online community around wellness and fitness. This included creating engaging content, partnering with wellness influencers, and running paid social campaigns on Instagram and Facebook. We focused on leveraging video content, live wellness sessions, and client testimonials to boost engagement and increase platform signups.

Results

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Growth in Platform Signups

The integrated SaaS platform and CRM optimization streamlined the customer experience and lead management process, resulting in a significant increase in new subscriptions and recurring memberships.

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Improvement in Operational Efficiency

The new software reduced manual workload, automated key processes, and allowed the business to scale more effectively.

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Increase in Lead Conversion Rates

With the optimized CRM system in place, the client saw a noticeable improvement in lead tracking and follow-up processes, which boosted conversions.

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Increase in Social Media Engagement

Our targeted social media campaigns led to higher engagement across all platforms, with a 20% growth in followers and increased user interaction through comments, shares, and direct messages.

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