Bright Solutions Case Study
From Manual Webinar Outreach to a Repeatable Consulting Funnel in 12 Weeks
How Bright Solutions expanded webinar reach and created a path to $8,500 engagements through a reusable webinar-to-consulting funnel.
01
The Client
Technology guidance for senior-living organizations.
Bright Solutions is a technology advisory firm serving senior-living organizations. Led by Katie Griffith, the company helps leaders adopt AI responsibly through governance, training, technology selection, Microsoft Copilot implementation, and practical advisory services.
02
The Problem
Strong expertise depended on manual outreach and disconnected follow-up.
Katie had a strong webinar, useful AI resources, and established consulting expertise, but audience development and follow-up relied heavily on personal outreach and disconnected tools. Bright Solutions needed a clear journey that could attract new prospects, convert webinar interest into paid advisory work, and guide qualified clients toward larger implementation engagements without requiring Katie to coordinate every step manually.
03
What We Did
Connected the offer, message, technology, and follow-up journey.
George mapped the webinar-to-consulting journey, identified the missing middle offer, and structured the paid advisory package. He developed conversion messaging and coordinated the landing page, payment, scheduling, CRM, and nurture workflows. The system included separate follow-up paths for attendees and missed-session registrants, plus a reusable framework for future Bright Solutions offers.
The Outcome
A repeatable path from webinar interest to paid consulting.
Bright Solutions gained a repeatable funnel that extended webinar reach beyond Katie’s existing network and connected prospects to a $500 advisory session and an $8,500 Launchpad engagement. Funnel ownership expanded across four team contributors, while two defined consulting pipelines and segmented follow-up paths created clearer accountability and a stronger foundation for future campaigns.
1 → 4
Funnel ownership
Four team contributors, representing a 300% increase.
1 → 2
Consulting pipelines
Two reusable pipelines, representing a 100% increase.
17×
Offer progression
A path from a $500 advisory session to an $8,500 Launchpad.
2
Targeted follow-up paths
Separate journeys for attendees and missed-session registrants.
Client Impact Statement
The new funnel gave Bright Solutions a repeatable way to attract new prospects, package advisory expertise, and move webinar interest toward higher-value consulting engagements with clearer team ownership.
System or Mechanism
The webinar-to-consulting funnel.
A repeatable webinar funnel moves prospects from educational content and an AI Toolkit into paid advisory sessions, then toward larger Microsoft Copilot implementation, training, and consulting engagements.
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Attract
Educational Content
The webinar reaches and educates prospective clients.
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Engage
AI Toolkit
Useful resources extend engagement beyond the webinar.
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Qualify
$500 Advisory Session
A paid session clarifies needs and the appropriate next step.
-
Advance
$8,500 Launchpad
Qualified clients move toward larger implementation and consulting work.
George’s Guide Role
Strategic architect and hands-on implementation guide.
George served as the strategic architect and hands-on implementation guide. He helped Katie clarify the offer, select the funnel model, map the lead journey, develop conversion messaging, coordinate the technology, and guide the Bright Solutions team through implementation and ownership.