Case Study · Function Like an Executive

From fragmented follow-up
to a unified platform.

How a comprehensive AI Business Audit identified more than 30 hours of potential monthly capacity while protecting the personalized experience at the heart of the business.

ClientFunction Like an Executive

FounderBaila Sigler

EngagementAI Business Audit + solution design

StatusImplementation in development

Growing capacity without losing the personal experience.

Function Like an Executive is a coaching business founded by Baila Sigler. She helps women over 35 strengthen executive functioning and move through mental and emotional blocks using coaching, Acceptance and Commitment Therapy, nervous-system regulation, breathwork, and mind-body tools.

As the business grew, Baila wanted systems that could support greater scale without losing the personalized experience central to her coaching.

Important follow-up was spread across too many places.

Lead follow-up was distributed across Facebook, WhatsApp, Google Sheets, Project Broadcast, landing pages, and other tools. Although portions of the Inner Voice Scan intake process were automated, several critical activities still required significant manual effort.

Processing Inner Voice Scan reports
Educating and nurturing prospective clients
Following up with warm leads
Presenting appropriate offers
Tracking leads and next actions
Managing onboarding and client communication

Messaging, scripts, business knowledge, and communication resources were also stored in multiple locations. This made consistent workflows difficult and created a risk that warm leads could lose momentum.

The audit

Looking beyond individual tools to understand how the business actually worked.

01Business discovery

02Workflow mapping

03Technology review

04AI opportunity analysis

05Strategic recommendations

06Implementation planning

07Solution design

The audit identified opportunities to improve lead tracking, messaging, onboarding, scheduling, community engagement, follow-up, and business insights.

One connected platform instead of more disconnected tools.

Clarity & Capability designed a unified, AI-enabled software platform tailored to Function Like an Executive. The proposed solution combines a centralized business platform with nine custom AI-powered business assistants.

Lead managementInner Voice Scan follow-upClient communicationResponse draftingClient onboardingSchedulingCommunity engagementRe-engagementBusiness insights

The platform is designed to centralize business knowledge, reduce repetitive work, and help Baila maintain the personal quality of her client experience as the business grows.

Demo dashboard for the Function Like an Executive AI-enabled business platform — **Implementation in progress** A preview of the custom AI-enabled platform using fictional demonstration data. The system is still in development and projected outcomes have not yet been validated.

Projected impact

A clearer operation with more capacity for high-value work.

These figures are projections based on the audit and implementation plan. They will be validated as the system is implemented and used.

30+hours per month in potential capacity across key business processes

12–16hours per month through the Inner Voice Scan follow-up system

Stronger, more consistent lead follow-up
Less risk of warm leads losing momentum
Centralized business knowledge and resources
Improved operational visibility
More capacity for client-facing and revenue-generating work

“It forced me to start collecting and organizing the information. It gave me accountability and helped me have a direction on where to start.”

Baila Sigler · Founder, Function Like an Executive

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