CASE STUDY / Professional Services
Website, payments, and intake working as one system.

The business needed a website and transaction flow that could support a more complex marketplace and affiliate model. Lead management and client intake also needed workflow automation to reduce manual handling and improve consistency.

PRIMARY OUTCOME
Stripe marketplace / affiliate flow
Payment flow implemented
Business coach working with a client during a consulting session.
Digital Offer Infrastructure
Strategy & Brand; AI & Automation; Systems & Integration
Website Development; Stripe Payment Processing; GoHighLevel Workflow Automation
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INDUSTRY
Professional Services
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Company Size
Not disclosed
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Location
Digital / remote
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Engagement
Website Development; Stripe Payment Processing; GoHighLevel Workflow Automation
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Systems Used
Stripe Connect app, GoHighLevel, GHL tagging rules, 14-day nurture sequence, website intake / information architecture, retro CSV import, coaching marketplace / affiliate flow, testimonial/logo assets
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Duration
Multi-phase engagement.
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Time to First Value
Core foundation delivered during the build phase.
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KPI 1
Website and payment flow launched
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KPI 2
Stripe Connect marketplace / affiliate flow
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KPI 3
GoHighLevel tagging + 14-day nurture sequence
THE CLIENT

The operating context.


A founder-led coaching and consulting business running a marketplace and affiliate model. It needed a website and transaction flow that could support that model, plus lead management and client intake automation to cut manual handling and keep things consistent.

THE BREAKDOWN

What was getting in the way.


The business needed a website and transaction flow that could support a more complex marketplace and affiliate model. Lead management and client intake also needed workflow automation to reduce manual handling and improve consistency.

Workflows needed clearer structure and ownership.
Reporting visibility needed to support better decisions.
Operational handoffs needed a more reliable system.
Growth activity needed infrastructure, not one-off fixes.
The Diagnosis

The insight that shaped the work.

Foundari designed the digital and operational infrastructure around the revenue model. The work connected site experience, Stripe payment processing, affiliate/marketplace transactions, and GoHighLevel automation into one operating path.

STEP 1
Workflow Audit
STEP 2
Systems Architecture
STEP 3
Implementation Roadmap
The Appraoch

How the engagement moved from clarity to adoption.

Foundari designed the digital and operational infrastructure around the revenue model. The work connected site experience, Stripe payment processing, affiliate/marketplace transactions, and GoHighLevel automation into one operating path.

Phase 1
Diagnose
Map the operating drag, business goals, systems, stakeholders, and proof gaps.
Phase 2
Design
Translate the findings into a practical operating model and prioritized build plan.
Phase 3
Build
Create the website, workflows, automations, content, integrations, or reporting layer.
Phase 4
Enable
Prepare the team to use the system, review performance, and identify the next iteration.
What Was Built

The operating system behind the outcome.


Website intake and information architecture support
Stripe Connect app / marketplace-affiliate flow support
GoHighLevel tagging rules, retro CSV cleanup/import, and tag structure
14-day nurture sequence, testimonial assets, content style guide, and CTA ideas

Custom website; custom Stripe payment processing solution for marketplace and affiliate transactions; GoHighLevel workflows and automation for lead management and client intake.

The Outcome

What changed for the business.

Stripe marketplace / affiliate flow
Payment flow implemented
GoHighLevel workflows
Intake automation

The client received a more capable digital business infrastructure that supported payments, affiliates, lead management, and intake from the same operating concept.

Before / After

The operational shift.

Metric

Before

After

Timeframe

Lead Workflow
Fragmented or unclear workflow state
Clearer operating model and implementation path
Project engagement
Payment flow implemented
Managed manually, without a connected system.
Custom Stripe payment processing solution supported marketplace and affiliate transactions.
Project engagement
Intake automation
Managed manually, without a connected system.
GoHighLevel workflows supported lead management and client intake consistency.
Project engagement
Company details anonymized by agreement. Outcomes are shown qualitatively pending verified metrics.
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The payments, the affiliate flow, and the intake all run on one system now. I can finally focus on coaching instead of plumbing.
Founder, Coaching & Consulting Business (sample — pending client approval)
WHAT’S NOW POSSIBLE

The foundation for what comes next.

Best future proof points: payment volume, intake completion rate, affiliate transaction reliability, and lead response time.

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