Momentum Coaching Triples Revenue by Unifying Their Stack
How a 6-coach sales training firm connected scheduling, course delivery, and CRM — and unlocked 3x revenue growth in six months.
The Challenge
Momentum Coaching sold a mix of 1-on-1 coaching sessions, group workshops, and self-paced courses for sales professionals. Calendly handled session scheduling, Teachable hosted their courses, and client data lived in spreadsheets. Each tool operated in isolation, so the team had no way to upsell course buyers into coaching or re-engage coaching alumni with new courses.
Revenue was capped because each product line was siloed. A client who bought a course had no easy path to book a coaching session, and coaching clients never learned about relevant courses.
- Course buyers and coaching clients tracked in separate systems
- No cross-sell or upsell automation between product lines
- Revenue reporting required merging data from 3 sources
- Client lifecycle ended after a single purchase with no re-engagement
The Solution
Momentum migrated all products — sessions, workshops, and courses — into Dewx in three weeks, creating a unified client journey that naturally guides buyers through their full offering.
GTM Hub — Unified Sales Pipeline
Track prospects across all product lines with automated cross-sell sequences based on purchase history.
Portal — Course & Session Delivery
Courses, session scheduling, and group workshops delivered through one client portal with progress tracking.
OPS Hub — Revenue Tracking
Unified revenue dashboard across coaching sessions, workshops, and course sales with per-coach attribution.
Dew AI — Personalized Upsells
AI-triggered recommendations suggesting relevant courses or coaching based on client behavior and goals.
The Results
3x
Revenue growth in 6 months
60%
Course buyers upsold to coaching
$0
Spent on additional marketing
2 → 1
Tools consolidated into Dewx
Timeline
Migrated client database and course content from Teachable; configured GTM Hub sales pipeline.
Set up Portal for course delivery and session scheduling; built cross-sell automation flows.
Launched OPS Hub revenue tracking; activated Dew AI for personalized upsell recommendations.
Revenue doubled as cross-sells kicked in; 60% of course buyers booked coaching sessions.
Revenue tripled from pre-Dewx baseline with zero additional marketing spend.
“We were sitting on a goldmine of cross-sell opportunities but had no way to connect them. Dewx unified our products and our revenue tripled — entirely from existing customers, zero new ad spend.”
Features That Made the Difference
Cross-Sell Automation
Auto-suggest relevant products based on purchase history.
Unified Client Portal
Courses, sessions, and workshops in one client experience.
Revenue Attribution
Track revenue by product line, coach, and client segment.
AI Recommendations
Personalized next-step suggestions for each client.
Lifetime Value Tracking
See total revenue per client across all product lines.
Coach Performance
Track session bookings, course enrollments, and revenue per coach.
Ready to Unlock Revenue from Your Existing Clients?
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