The Qualitative Research Institute — Case Study | Stackborne
Live Client Brisbane, AU 2024 – 2025

Turning expert knowledge into a scalable business.

Claire Moran had deep credibility as a qualitative research trainer — trusted by over 100 universities globally. What she needed was a business infrastructure to match. We rebuilt the strategy, the systems, and the customer journey from the ground up.

7
Deliverables
Strategy, website, email, payments, AI, marketing, content
100+
Universities served
Globally — UQ, Melbourne, UNSW & more
0
Manual bottlenecks
End-to-end automation across key workflows
Client Profile Active
The Qualitative Research Institute
Founded by Claire Moran
Mount Gravatt, Brisbane QLD — Serving Australia & Globally
Business Package Strategy
Website UX & Customer Journey
Professional Email Setup
Payment Automation
AI Workflows & Knowledge Sharing
Marketing Automations & Zapier
Blog Publishing Workflows
↗ clairemoran.com
The Brief

World-class expertise. Business systems that didn't match.

Claire had spent years building genuine credibility in qualitative research — trusted by PhD candidates, academics, and researchers at over 100 institutions globally. The expertise was undeniable. But the business infrastructure hadn't kept pace. The package structure, the website journey, the payment flow, the marketing systems — none of it was working as hard as she was.

01
Business Package Strategy

Restructured Claire's entire offering — from scattered individual products into a clear, tiered model that guides customers naturally from free to paid to membership.

Offer Design Pricing Strategy Membership Model
02
Website UX & Customer Journey

Redesigned the site architecture and customer flow so visitors land in the right place, understand the offering quickly, and convert without confusion.

UX Strategy Information Architecture Conversion Design
03
Professional Email Setup

Set up a professional email infrastructure that matched the calibre of Claire's work — domain-based email, deliverability best practices, and organised inboxes.

Domain Email Deliverability Email Infrastructure
04
Payment Automation

Built the full payment and enrolment flow — from checkout to access — so customers can buy and get started immediately, with no manual intervention required.

Stripe Automated Enrolment Membership Access
05
AI Workflows & Knowledge Sharing

Introduced AI tools into Claire's day-to-day — research, content creation, session prep, and knowledge management — and trained her on how to use them with integrity.

AI Integration Workflow Design Knowledge Management
06
Marketing Automations & Blog Publishing

Built Zapier connections linking her CRM, email marketing, and blog — including automated publishing workflows so content goes live and gets distributed without manual steps.

Zapier Email Marketing Blog Automation
01 — Package Strategy

The right structure changes everything.

The single biggest lever we pulled was restructuring how Claire's training was packaged and presented. Individual workshops existed, but there was no clear path — no entry point, no logical progression, no flagship container. We fixed that.

Entry Point
Free Webinar Series
Free

  • No-commitment introduction to Claire's teaching style
  • Key qualitative research concepts
  • Live Q&A with Claire directly
  • Natural gateway into paid training
Individual Training
Masterclasses
$195 – $575 AUD

  • Essentials of Qualitative Research
  • Research Design Masterclass
  • Thematic Analysis Masterclass
  • AI Tools for Qualitative Research
  • Individual 1:1 Support sessions
Trusted by researchers from
02 — Website UX & Customer Journey

A journey that guides, not confuses.

The old site had the content — but visitors couldn't find their footing. A PhD candidate landing for the first time had no clear next step. An experienced researcher couldn't tell which program was right for them. We redesigned the journey so every visitor type has a clear, confident path.

01
Audience-Led Entry Points

Clear pathways for different visitor types — new to qualitative research, mid-project, or looking for ongoing support — each landing in the right place immediately.

02
Free → Paid → Membership Flow

The website now mirrors the package structure — free webinar as the hook, individual training as the step, The Research Circle as the natural upgrade.

03
Credibility Architecture

University logos, real testimonials from named researchers, and program outcomes placed strategically — so trust is built before the ask is made.

04
Training Pages That Convert

Each program page rebuilt with a clear outcome statement, who it's for, what's included, and a frictionless booking path — no ambiguity, no drop-off.

05
Mobile-Optimised Throughout

Researchers find Claire on their phones — often in the field or between sessions. The site is built to read and convert on mobile first.

Customer Journey Optimised
Discovery
Google, LinkedIn, word of mouth → lands on site
Free Webinar
No commitment — gets a feel for Claire's teaching
Individual Training
Masterclass or self-paced — first paid conversion
The Research Circle
Ongoing membership — community + all training included
1:1 Support
High-value individual sessions for specific challenges
03 — Payments, Marketing & AI

Systems that run while Claire teaches.

The goal was simple: Claire's time should be spent on training and research — not on admin, manual follow-up, or chasing content distribution. We automated the rest.

Payment & Enrolment Automation

Stripe-powered checkout with instant access granted on completion. Customers buy, pay, and start — no waiting, no manual confirmation emails from Claire.

AI Workflows & Knowledge Sharing

Introduced AI tools into Claire's daily practice — session preparation, research synthesis, content drafting, and knowledge base building — with a clear framework for ethical use that aligns with her methodology.

Zapier Marketing Connections

Connected her CRM, email marketing platform, and website into a single automated pipeline — new sign-ups trigger welcome sequences, webinar registrations sync automatically, and segments update in real time.

Blog Publishing Workflow

Built an end-to-end content publishing flow — from draft to published to distributed. Blog posts go live and get pushed to email and social automatically, without Claire managing each step manually.

Professional Email Infrastructure

Domain-based email setup with proper authentication (SPF, DKIM, DMARC) — so emails from Claire's business actually land in inboxes, not spam folders.

Payment flow
Checkout Stripe Payment Access Granted Welcome Email
Automated
Blog flow
Draft Written AI Assist Published Email + Social
Automated
Lead flow
Webinar Sign-up CRM Created Sequence Starts Converts
Automated
Outcomes

What we built together.

Claire came in with exceptional expertise and a fragmented business. She left with a clear offer structure, a website that converts, automated systems handling the admin, and the tools to keep scaling — without working more hours.

1
Clear package structure
Free → individual → membership
100%
Automated payments
No manual enrolment processing
3
Automation pipelines
Payments, blog, lead nurture
AI integrated ethically
Aligned with her research values
"Shawn helped me see my business differently — not just the tech, but how everything should connect. The website finally reflects the quality of the work, and the systems mean I can focus on what I actually do."
CM
Claire Moran
Founder — The Qualitative Research Institute, Brisbane
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