Case study
An assessment that turned 18 years of practice into a revenue stream.
Ellen Scherr had the expertise. What she needed was a front door that paid for itself and filtered for the right clients.
$5,500+
assessment revenue in 3 months
4
high-ticket coaching conversions
56
assessments taken
Engagement: Custom AI build + advisory
How do you turn a coaching framework into an AI assessment?
You encode the methodology, not just the questions. Ellen's assessment pairs 60+ introspective questions with a retrieval layer trained on her documented frameworks, so every report is generated from her thinking instead of generic AI training. The result is a paid diagnostic that qualifies coaching leads while it earns.
Who they were
Ellen Scherr — licensed therapist for 18 years, now coaching women through midlife transitions. Deep methodology, documented frameworks, and a market flooded with free PDFs.
The problem
The standard playbook says give away a download, capture emails, nurture the list. Ellen tried the standard playbook. Free downloads attract tire-kickers — people collecting PDFs, not buyers ready for high-ticket coaching.
Her real advantage was pattern recognition developed over 18 years of clinical practice. That kind of expertise doesn't fit in a lead magnet. It gets flattened there. She needed an entry product that demonstrated the methodology, delivered standalone value, and quietly sorted browsers from buyers.
What we built
- 01
Assessment layer
60+ introspective questions designed to surface patterns in identity, relationships, and purpose — a diagnostic, not a quiz.
- 02
Processing layer
n8n automation carries every submission from form to finished report without Ellen touching it.
- 03
Wisdom layer
Retrieval-augmented generation that pulls from Ellen's documented frameworks and essays — not generic AI training. Her methodology answers, in her voice.
- 04
Delivery layer
A personalized clarity report with pattern analysis, reflection prompts, and a 90-day action plan, delivered by email.
- 05
Qualification layer
Weekly reports flag the takers whose responses signal readiness for coaching, so Ellen's outreach starts warm.
What changed
In the first three months, 56 people took the assessment. Four converted into high-ticket coaching engagements. The assessment itself generated over $5,500 — a lead filter that pays instead of costing.
The system runs continuously without Ellen's active involvement. Her calendar fills from a pipeline that already understands who's ready.
The best use of AI isn't to replace your thinking. It's to make your thinking travel further than you ever could alone.
Your version of this
Every one of these started as a conversation.
Tell me what you're sitting on — expertise, archives, a content bottleneck — and I'll tell you what I'd build.
Not ready to talk yet? Start with the AI Readiness Diagnostic.