Dr Zeeshan Usmani
Platform
10xCollab CRM
Scope
Platform Migration & CRM System
Duration
Long-Term Partnership
Client Rating
4.9 / 5
Helping Businesses Grow With Technology That Works
Project Details
Zeeshan Usmani already had strong authority, active course sales, live sessions, and published books. However, his digital ecosystem was heavily dependent on third-party platforms, primarily Mentoga, which limited control over customer data, user experience, and long-term scalability.
What Problems We Identified
- Dependency on Third-Party Platforms Courses and live sessions relied on Mentoga, limiting ownership and flexibility.
- No Ownership of Customer Data Buyer contacts and insights were not fully accessible for future use.
- Weak Personal Brand Platform No central website to establish authority, trust, and credibility.
- Unclear Visitor-to-Buyer Journey No defined path to guide visitors toward the right product or service.
- Inefficient Lead & Buyer Management No structured way to manage inquiries, follow-ups, or repeat buyers.
Brand Expectations
They were concerned and wanted a central, owned platform that could represent authority while giving full control over digital products and audience data—unlike Mentoga. Sales were happening, but reliance on third-party platforms limited control, flexibility, and long-term growth.
The brand also needed a scalable system to manage courses, events, book sales, and 1-on-1 sessions from a single platform. There was a strong need to reduce manual dependency, improve the buyer journey, and support growth without relying entirely on personal involvement.
Solution Breakdown Steps
01. Platform Strategy & Roadmap
We designed a clear roadmap to shift from third-party dependence to a fully owned platform. The focus was on ownership, control, and scalability—defining how the brand should operate, grow, and expand sustainably over the long term.
02. Website & System Development
We built a conversion-focused website that acted as the brand’s central hub. The system unified all offerings into one structured experience, improving clarity, trust, and ease of use while giving visitors a clear path to engage and take action.
03. CRM, Automation & Lead Workflows
We implemented a structured CRM with automated workflows to handle inquiries, qualify leads, and manage follow-ups efficiently. Automation and AI support reduced manual effort while ensuring timely responses, better lead handling, and consistent delivery of offers.
Strategy & Course Roadmap
We began by mapping the complete visitor and buyer journey to understand who needed courses, live learning, books, or personal interaction. Based on this insight, we designed a clear roadmap that defined what offerings should appear at each stage and how users should move forward. Existing courses and sessions were reviewed, prioritized, and restructured based on demand and scalability. The focus was to simplify choices, align offers with intent, and create a roadmap that supports long-term growth and ownership.
Website, Conversion & Trust Architecture
We developed a conversion-focused website designed to act as the central authority platform. Every page followed clear logic, guiding visitors smoothly while building trust through clarity, transparency, and consistency. The website was structured to present courses, events, books, and sessions in an organized way, making it easy for users to explore and take action. Strong trust signals were added to ensure visitors felt confident, secure, and comfortable while engaging or purchasing.
Funnels, CRM & AI-Powered Lead Systems
We implemented a complete CRM ecosystem using 10xCollab, designing structured funnels and lead journeys based on user behavior. Every inquiry followed a defined workflow, whether to receive an offer, nurturing content, follow-ups, or filtering if irrelevant. Automation and AI chatbots were trained to handle scale efficiently, guide users, collect data, and present the right offerings at the right time. This ensured no opportunity was missed while reducing manual effort and improving overall experience.
Advertising & Market Positioning
Once the platform and systems were stable, we supported growth through targeted advertising and controlled scaling. Campaigns were aligned with the new website structure and focused on driving traffic to owned assets instead of third-party platforms. Ads were optimized step by step to attract the right audience, validate offers, and support consistent sales. This approach strengthened visibility, improved performance, and ensured growth was measurable, repeatable, and fully owned by the brand.
I have requested Faizan to look after my work on digital platforms and be my helping hand in my public engagements. This decision of choosing him was, honestly speaking based on intuition and not on any calculative logical assessment. But I trust that intuition is a super shell of cognition . The intuition has a deep logic at sub and super conscious level . Working with Faizan has proved this. I rank him very high in his profession skill and acumen. Love for him
Dr. Zeeshan Usmani
AI & Digital Public Infrastructure Expert
7k+
- 95% growth
18k+
- 88% conversion rate
Total Sales
50K+
- 204% increase
Let's Talk
- CRM Automation
- Funnel Strategy
- Ads & Growth Enablement