Fitness Sales System + Team Buildout

Built and managed a dedicated outbound sales team to drive conversions for my fitness coaching and business consulting offer, fully operated through Discord. The project focused on scaling lead nurturing and closing processes by leveraging setters, closers, and automated follow-ups inside a private community environment.
Completion Date
April 2025
Category
Sales & Lead Generation
Sector
Small Business / Entrepreneurship
Deliverables
✅ Sales Team Structure Recruited and onboarded a team of setters and closers Defined role responsibilities, KPIs, and performance tracking ✅ Sales Script & Training Assets Created DM scripts, objection handling docs, and roleplay examples Ran live trainings and async coaching inside Discord ✅ Discord CRM Pipeline Built a manual CRM using channels, tags, and message pinning Tracked lead stages: New → Qualified → Booked → Closed ✅ Automated Booking Flow Integrated Calendly for call scheduling Set up auto-responses and reminder systems ✅ Community Engagement Layer Structured public/private channels to build trust and warm leads Created event-style promos and pinned testimonials ✅ Offer Optimization Loop Collected feedback from closers and leads to refine messaging Adjusted pricing and positioning based on sales data ✅ Revenue Performance Tracking Built Google Sheets dashboard for tracking daily sales, leads, and close rate Weekly performance reviews with the team
Credits
Samuel Rome - Creator, Josh Granger - Setter trainer, Damien Capucanzo - Setter, Jack Stefanski - Setter, George Harris - Closer, James Wood - Closer





