Customer Journey: Dani, Career Coach & Creator
How Orbit helps creators keep leads warm, drive repeat bookings, and grow their audience
About Dani
- Runs a coaching business + personal brand via Instagram, YouTube, and a 10K-subscriber newsletter
- Offers coaching calls, digital products, and group workshops
- Juggles a mix of warm leads, past clients, top fans, and potential high-ticket prospects
- Biggest challenge: Loses track of DMs, forgets to follow up, rarely asks for testimonials
The Customer Journey Using Orbit AI Premium
| Stage | Challenge | Orbit AI Solution | Example |
|---|---|---|---|
| Onboarding / Setup | Scattered leads across platforms, hard to keep track | Tags contacts as Prospect, Past Client, Top Fan, etc. and generates follow-up sequences | “You had 5 coaching signups last week. Want to send a thank-you and ask for feedback?” |
| Adoption | Busy and forgets to follow up | Weekly reminders and shortcut nudges with tap-to-send AI drafts | “Hey Maya, loved your comment on my video — any Qs about the resume kit?” |
| Value Realization | Wants to know if Orbit is helping her grow | Tracks reply rates, shows ROI on follow-ups and message performance | “Short messages with behind-the-scenes preview boosted DM replies by 60%” |
| Reactivation & Repeat | Forgets to re-engage past clients | Auto-check-in prompts after 90 days, seasonal suggestions | Dani reconnects with a group coaching alum who books 1:1 |
| Advocacy / Referral | Feels awkward asking for reviews or referrals | Sends automated testimonial prompts and tracks referrals | Orbit nudges Dani to thank a client who referred 2 people |
Why Orbit AI Premium Works for Creators & Coaches
- Smart reminders: Helps you follow up without feeling like a robot
- Personalized AI messages: Makes engagement feel authentic, not automated
- Segmented contact tags: Tailor outreach by fan/client type
- Time-saving nudges: Don’t forget to ask for reviews or rebuys
- Metrics you can trust: See which messages actually convert
Summary: Real Use Case Outcomes
- More repeat coaching bookings without chasing
- Higher DM reply rates after content drops
- Stronger engagement from small touchpoints
- More organic referrals with less mental load
- Zero CRM overwhelm — just focused follow-through
Are you a creator like Dani?
Orbit AI Premium helps you stay in touch, grow your impact, and follow up with ease — even when you’re juggling content and coaching.
Start Using Orbit AI Premium
