Case studies / Dr. Heli Bergström
Luminary · Acquisition

Reaching corporate buyers without posting a single reel.

Heli is an ICF-accredited executive coach with decades in leadership development. Her buyers are HR directors, not scrollers. We built a quiet, VA-run outreach engine and a corporate licensing offer, so she never has to go viral.

Dr. Heli Bergström
ClientDr. Heli Bergström
BuyersHR directors, L&D teams, executive coaches
TimelineJun to Nov 2025
Built withTeachable, LinkedIn, Google search, a VA

01 · THE SITUATIONThe right expert. The wrong playbook.

Heli holds a PhD, an MBA and ICF accreditation, and has led organisational development in global companies. Her self-paced course, Coaching-Driven Leadership, was built for managers, HR teams and coaches.

Every marketing playbook told her to post more. She had no interest in social media, and her buyers weren't there anyway. Her rules for us were clear: no ad dependency, no slicing up the course, and a full handoff to her assistant, Rose.

A Luminary with a twist: brilliant, invisible, and needing a way to be found that doesn't involve a feed.

02 · WHAT WE BUILTGo where the buyers are.

Our first proposal leaned on marketplaces and a new website. We scrapped it for a 30-day, no-ads roadmap once it was clear her buyers sit in HR departments.

Jun 2025

Two sales pages

A B2B page that sells the course as ready to license, with invoicing and FAQs for procurement, and a B2C page for leaders who want to grow on their own.

Jun to Jul 2025

Teachable, redone

Sales page redesigned, PDF lessons redesigned, new course images, and an affiliate program with walkthroughs for both sides.

Summer 2025

A licensing offer

A 13-slide B2B deck: the problem, the modules, two licensing tiers by team size, and a 4-week rollout.

By 26 Aug 2025

The outreach engine

A LinkedIn SOP with job titles and a 4-point lead checklist, a Google search SOP for RFPs, job openings and event hosts, an outreach tracker, and scripts signed by Rose.

Aug to Nov 2025

Handoff

Recorded walkthroughs for every task and training for Rose, so Heli stays out of the marketing completely.

03 · WHAT HAPPENEDOne message, three ways to say yes.

3ways to buy in every outreach message: affiliate, licence or enrolment
0posts, reels or ads required
100%of the outreach handed to her assistant

Every message Rose sends can turn into an affiliate partner, a corporate licence or a single enrolment. Heli's expertise reaches companies through a channel that fits her, and she isn't the one running it.

Luminary · Sound familiar?

Visibility doesn't have to mean posting more.

Luminaries get found when the marketing goes where their buyers already are. Sometimes that's a feed. Sometimes it's an inbox a VA can run.

Work with us