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.
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.
Restructured Claire's entire offering — from scattered individual products into a clear, tiered model that guides customers naturally from free to paid to membership.
Redesigned the site architecture and customer flow so visitors land in the right place, understand the offering quickly, and convert without confusion.
Set up a professional email infrastructure that matched the calibre of Claire's work — domain-based email, deliverability best practices, and organised inboxes.
Built the full payment and enrolment flow — from checkout to access — so customers can buy and get started immediately, with no manual intervention required.
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.
Built Zapier connections linking her CRM, email marketing, and blog — including automated publishing workflows so content goes live and gets distributed without manual steps.
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.
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.
Clear pathways for different visitor types — new to qualitative research, mid-project, or looking for ongoing support — each landing in the right place immediately.
The website now mirrors the package structure — free webinar as the hook, individual training as the step, The Research Circle as the natural upgrade.
University logos, real testimonials from named researchers, and program outcomes placed strategically — so trust is built before the ask is made.
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.
Researchers find Claire on their phones — often in the field or between sessions. The site is built to read and convert on mobile first.
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.
Stripe-powered checkout with instant access granted on completion. Customers buy, pay, and start — no waiting, no manual confirmation emails from Claire.
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.
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.
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.
Domain-based email setup with proper authentication (SPF, DKIM, DMARC) — so emails from Claire's business actually land in inboxes, not spam folders.
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.
"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."
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