Campaign Case Study: Marketing Automation and Funnel Management for Peter J. Daniels Online Programs

Client: Clyde Nengomasha (Personal Secretary to Peter J. Daniels)
Industry: Personal Development / Online Education
Role: Funnel Builder | Ads Manager | CRM Automation Specialist
Duration: 1 year and 4 months
Tools Used: ClickFunnels, KIT CRM, WebinarFuel, ThriveCart, Meta Ads, Google Analytics

 

🔍 Objective

To relaunch and scale the online presence of Peter J. Daniels’ programs using a fully integrated digital marketing strategy. Our goal was to reach a broader global audience through high-converting funnels, strategic lead nurturing, and paid ads.

 

🚀 What I Did

Funnel Strategy and Creation

  • Designed and built high-converting funnels and landing pages using ClickFunnels.

  • Optimized sales pages and registration pages based on real-time performance data.

Full CRM Automation with KIT

  • Set up the entire backend in KIT CRM, including custom workflows, tagging, and email automation.

  • Integrated WebinarFuel triggers and ThriveCart purchases to automate post-signup communications.

  • Created dynamic lead segmentation to ensure personalized follow-ups and better lead-to-sale nurturing.

Ads and Traffic Generation

  • Managed and optimized Meta (Facebook/Instagram) lead generation and sales campaigns.

  • Continuously A/B tested creatives, audiences, and placements to reduce CPA and improve ROAS.

  • Implemented full-funnel attribution tracking to monitor the customer journey from ad click to conversion.

Tech Integration

  • Successfully integrated ClickFunnels, KIT CRM, WebinarFuel, and ThriveCart into a seamless stack.

  • Built data pathways and triggers between systems to minimize manual handling and maximize scalability.

Campaign Optimization & Reporting

  • Conducted analytics reviews to understand bottlenecks and drop-offs.

  • Presented data-driven suggestions for improving the offer, content positioning, and ad angles.

  • Used insights to tweak offers, adjust hooks, and restructure funnels based on audience behavior.

 

📊 Results

While the financial ROI didn’t meet expectations, here’s what was successfully built and learned:

  • ✅ Launched 3 full-scale funnel campaigns and 2 evergreen webinar sequences.

  • ✅ Reduced manual work through deep CRM automation, saving hours each week.

  • ✅ Identified high-cost bottlenecks and key insights into lead behavior for future strategy shifts.

  • ✅ Maintained high lead quality through strategic ad targeting and robust segmentation.

  • ✅ Created a scalable marketing infrastructure that can be relaunched or repurposed for future offers.

 

🧠 Lessons Learned

This campaign became a strategic learning lab for complex CRM integrations, funnel testing, and cross-platform alignment. While the revenue didn’t scale as expected, the experience sharpened my ability to:

  • Troubleshoot real-world campaign performance challenges

  • Pivot strategy based on metrics, not assumptions

  • Communicate transparently with stakeholders and protect their investment

 

💡 Why This Matters

Not every campaign ends in a revenue win—but every campaign contributes to stronger strategy. I now bring a deeper understanding of long-cycle funnels, webinar conversion dynamics, and high-stakes marketing execution to every project I work on.

If you’re looking for someone who can not only execute but also think, adapt, and optimize on the fly—I’d love to talk.

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