Fill your paid courses, convert more of the Dashboard in a Day pipeline, and turn existing clients into monthly recurring revenue. Four pillars, sequenced so delivery never suffers.
"Making Power BI work for you."
What we heard
Strong delivery. A Microsoft workshop programme most agencies would envy. The gaps sit in what happens after the workshop, how paid courses are promoted, and how existing clients are re-engaged.
Attendees get a certificate, a survey, and silence. Two or three qualified leads land per workshop on average; the rest cool off before anyone has a conversation.
KR1Thousands of attendees sit in Workbooks and Mailchimp without industry or role tags. Kelsey can write for charity, education or healthcare when the data tells her who is who.
KR1Public training has room for 15 and averages around four. Filling even half the remaining seats adds meaningful monthly revenue at current prices.
KR3Most of the site lives inside a public Power BI page, so courses have no deep links, SEO is weak, and collateral does not match the "Making Power BI work for you" pitch.
KR2Standard training deals move quickly through Ian. Complex proposals pull Kelsey and associates. A shared playbook would keep close times down when the pipeline thickens.
KR1Ian wants recurring support contracts. Customers already see Rupe as the Power BI people. A packaged retainer and a short outreach programme could lift monthly revenue quickly.
KR4Goal for 2026
Convert more of the Dashboard in a Day pipeline, keep paid courses running at or near capacity, keep the option to scale in-person, and build steady monthly revenue from clients who already trust you.
Pre-, during- and post-workshop touchpoints that turn attendees into conversations. After each batch: enrichment, a 6–12 month email and LinkedIn rhythm, and steady content on your profiles and company page so Rupe stays top of mind.
A site with course-level URLs, a coherent "Making Power BI work for you" narrative, and baseline SEO so Ian, Kelsey and Roger stop being the site's only traffic source.
A fortnightly promo rhythm that ties LinkedIn posts, the newsletter, the monthly competition and webinars to specific course dates. No more reinventing launches.
A packaged support retainer, a prioritised list of existing clients, and a short outreach programme that reframes Rupe as an always-on partner, not a project vendor.
Direction from the discovery call. KPIs and dates get sharpened together on the pitch call.
Operating model
Four growth pillars stay on the board. Two or three get the deep build in the first 90 days. The rest sit scoped and queued so Kelsey, Ian and Roger keep delivery margins while the next channel is prepared.
On the call we pick the two or three pillars with the biggest near-term payoff. Owners, milestones and handoffs get named.
Sequences, course calendars, site direction, retainer packaging. Assets paired with a weekly rhythm that respects your protected Friday internal time.
Workbooks and Mailchimp fields set up so reporting becomes real as Rupe's data picture matures. No more spreadsheet mash-ups.
Inside each pillar
Four pillars, each with its initiatives and a clear focus outcome. Switch tabs to walk through them.
Map every DIAD comms step and Workbooks handoff, with an owner for each stage.
A lightweight workflow that tags industry, role and company context so journeys and LinkedIn lists speak the right language.
Six emails in year one: months 1, 2 and 3 monthly, then months 6, 9 and 12. Between sends, connection outreach plus consistent posts on Ian, Kelsey, Roger and the company page so inboxes stay light but the brand does not disappear. Mailchimp automations or Brevo, segmented once data allows.
A facilitated session with Ian and Kelsey that produces one shared discovery and qualification asset.
Ingest checklist after each workshop, enrichment rules, Workbooks cohort and stage fields for attribution, and guardrails for LinkedIn volume and personalised invites (human-reviewed where it needs to be).
One pipeline per cohort. Months 4–5, 7–8 and 10–11 lean on LinkedIn and profile or company content instead of extra email blasts.
Automation supports real conversations: MQL rules and the 30-minute book path stay in the sales playbook. LinkedIn scale and tooling stay within limits your team is comfortable with.
Course, service and contact pages with deep links that LinkedIn posts can point to.
Homepage and hub layout that showcase the eight-course programme and free DIAD trail.
One-pagers and decks rewritten around "Making Power BI work for you" and the support retainer.
Priority fixes for titles, headings, schema and internal links so Rupe shows up in Google and AI answers.
Dates, owners and deadlines for every public course in the cycle.
Reusable posts, emails and landing blocks so each course does not start from a blank canvas.
Founder-led proof and training tips, written in advance and sent to Ian and Kelsey for a quick senior review.
Free events and the monthly competition tied to specific course dates and bundle prices.
Named tiers, clear inclusions and pricing built around how Rupe already coaches and supports.
Existing clients segmented by fit, spend and recency, ready for warm outreach in Workbooks.
A three-touch email and call sequence that sounds like Rupe, not a SaaS funnel.
Reusable proposal and order templates so closing the first five retainers is mostly paperwork.
A look at what the site could become
One page that makes it easy for a first-time visitor to pick a path: free workshop, paid courses, or ongoing support.
Live courses, coaching hours and project support, priced for teams who have outgrown YouTube tutorials.
View the course scheduleIllustrative direction for the pitch call. Not final creative.
After the first sprint
Work that earns its place once the first two or three pillars are landing cleanly.
Smaller room, higher intent, built on top of the remote DIAD format Ian and Kelsey have delivered thousands of times.
Quick Power BI tips from the team that build authority and reinforce paid courses, without giving the course away.
Pipeline and marketing dashboards that use Rupe's own Power BI skills, once the data fields settle.
Paid LinkedIn, partnership co-marketing, or a resurrected Find Courses play, once DIAD is converting harder.
Invoiced in USD. The sterling figure uses today's rate of about 0.74 USD to GBP and moves with the bank rate on the day.
One Growth Expert, month-to-month, working the four pillars in a sequence Rupe sets.