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The client, a growing wellness platform, faced three key challenges: managing an outdated software system, inefficient lead management, and a weak social media presence.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
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
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.
The new software reduced manual workload, automated key processes, and allowed the business to scale more effectively.
With the optimized CRM system in place, the client saw a noticeable improvement in lead tracking and follow-up processes, which boosted conversions.
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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