Financial coaching & wealth education

How Alicia Holmes scaled Journey To Wealth

Kartra funnels, email marketing, bookkeeping and admin, delegated to one team.

Client
Alicia HolmesJourney To Wealth
Industry
Financial coaching & wealth education
Location
New York, USA
Services
Kartra funnelsEmail marketingBookkeepingAdmin
  • 6+Kartra campaign pages live, each launching a masterclass, mastermind or webinar
  • 1 teamin place of three to four separate hires
  • 4functions covered: marketing, funnels, bookkeeping and admin

01

The challenge

Working in the business, not on it

Alicia founded Journey To Wealth to help people take control of their finances. Her audience was growing and demand for coaching was accelerating, and with it came the problem every solo founder knows.

Kartra funnels, email campaigns, bookkeeping, content scheduling and admin were eating the time she needed for what drove revenue: coaching clients and creating content. To scale, she needed a reliable, detail-minded team to run the whole operational stack.

02

What we did

One team instead of a freelancer for every job

Alicia partnered with Zypria for digital marketing, email campaigns, funnel management in Kartra, bookkeeping and general admin.

Instead of a designer here, a bookkeeper there and a VA for admin, she got one team that understood the whole business. One relationship, one channel, full coverage.

“Their attention to detail and efficiency made them invaluable to my growth.”
Alicia HolmesJourney To Wealth

03

The execution

Inside every layer of the business

  • 01

    Kartra funnels

    Landing pages built and maintained, automated email sequences, lead capture forms and nurture flows, refined from first click to enrolment.

  • 02

    Email marketing

    Copy in Alicia’s voice, polished templates, a segmented audience and performance tracked to improve every send.

  • 03

    Bookkeeping

    Invoices, expense tracking, receipt categories and regular reports, so she always knew where the numbers stood.

  • 04

    Admin

    Scheduling, inbox, client messages and documents handled in the background while she coached and created.

04

The compound effect

When your email person knows your funnel

The person writing Alicia’s emails also understood her funnel strategy, so the copy matched the landing pages. Admin knew the bookkeeping context, so expenses were categorised consistently. There was no information lost between “departments”, because there were none: one team that knew the whole business.

That meant fewer errors and faster work, the kind of coherence that is close to impossible with separate freelance hires.

05

The results

From founder-dependent to a business that scales

  • 01

    Funnels, fully managed

    Pages, sequences and nurture flows running without Alicia touching the backend.

  • 02

    Email that grows the list

    Campaigns out on schedule, audiences segmented, results tracked.

  • 03

    Financial clarity

    Bookkeeping with the precision a financial coaching business demands.

  • 04

    Her calendar back

    Coaching sessions and content, not inbox management and scheduling conflicts.

06

The bottom line

Limited by hours, not by vision

Alicia’s growth was never limited by talent or vision, only by the hours in a day. Delegating marketing, funnels, bookkeeping and admin to one Zypria team gave those hours back, at affordable rates.

In Alicia’s words

★★★★★

Zypria has been a game-changer for my coaching business. From building Kartra landing pages to drafting compelling newsletter emails and setting up my membership platform, they handle all the tech so I can focus on helping women build wealth. I couldn’t do it without them.
Alicia HolmesJourney To Wealth · New York, USA
Visit journeytowealth.kartra.com

Your story could be the next one.

Join 200+ founders who handed off the work that held them back. Get matched with your team in 48 hours.