CASE STUDY
Margaux Joffe, BCCS, CPACC
Neuroinclusion Speaker, Consultant, ADHD Navigators Creator
Forbes Accessibility 100 Honoree
Airtable CRM
Kajabi Course Setup
Airtable Live Course Application & Payment
SERVICE
Full Automation Build
Lead tracking, onboarding, course configuration
BUSINESS LINES
3 Revenue Streams
Speaking • Consulting • Course Creation
KEY WIN
Systems Ran Themselves
No ongoing support needed after 3 years
THE CHALLENGE
Margaux Joffe is a neuroinclusion speaker and the creator of ADHD Navigators, a group program that helps professionals with ADHD understand how their brains work and build the skills to create a career that works for them. She's a Forbes Accessibility 100 honoree, a LinkedIn Top Voice in disability advocacy, and a recognized expert who has delivered programs at top companies. She runs a business across three distinct revenue streams: speaking, consulting, and course creation.
“She was already helping others build systems that worked for their brains. What she needed was someone to do the same for hers.”
The tension was real: Margaux teaches her students the importance of automation. Her own business hadn't fully lived that out yet.
Leads arriving across separate business lines: speaking, consulting, and course waitlist, with no centralized way to track or follow up
Every speaking engagement required sending prep documents and media kits one booking at a time
ADHD Navigators cohort registrations managed entirely by hand, with confirmations and welcome emails sent individually for every participant
A self-paced version of her course in the making without backend infrastructure to support it
THE APPROACH
We started by mapping the full scope of Margaux's client journey across all three business lines before building anything. With a clear picture of where leads were coming in, where manual effort was concentrated, and what the course infrastructure needed to hold, we built in phases — from lead capture through course delivery.
01
Map & Centralize
Audited all three business lines and built a centralized Airtable system for lead tracking, follow-up, and client onboarding across speaking, consulting, and course waitlist
02
Automate the speaking workflow
Built an end-to-end workflow from initial inquiry through event delivery tracking leads automatically, triggering event prep documents and media kit at the right stage, so every booking moves forward without Margaux managing each step.
03
Build cohort infrastructure
Designed and built the Airtable registration system for ADHD Navigators — the same system that has enrolled and managed every cohort since the program's launch, with automated payment confirmations and welcome communications for each participant
04
Launch the self-paced course on Kajabi
Supported the full backend build of the ADHD Navigators self-paced course: curriculum tracker, custom checkouts for each offer tier, and automated welcome sequences so new students receive the right access and communications from day one
THE RESULT
Margaux's business now runs more consistently across all three lines. Leads are tracked and followed up with automatically. Speaking engagements move through a clear, self-managing workflow from inquiry to the day of the event. Every ADHD Navigators cohort since launch has been enrolled and registered through the same reliable system — and new self-paced students receive a seamless onboarding experience from the moment they purchase.
The most meaningful outcome came later.
BEFORE
Three business lines running on manual effort and memory
AFTER
Centralized systems, automated workflows and course live on Kajabi
KEY SHIFT
Systems so sustainable, ongoing support was no longer needed
All speaking inquiries captured, tracked, and responded to automatically — no inquiry unanswered
Prep docs and media kit sent at exactly the right time — without Margaux managing them
After 3 years on retainer, no longer needed ongoing support
That last point is worth naming directly: that's not a loss. That's the whole point. A good system should reduce the founder's load so much that it can run without you.
“
As a busy solopreneur with ADHD, I knew I needed systems and automations to handle the large amount of admin work that comes with running a business. Ilana helped me work smarter not harder by choosing the right tools and setting them up in a way that would work for my brain. Now I feel less overwhelmed, and have more time and energy to spend with my clients and on my projects.
”
READY WHEN YOU ARE
Ready to build a business that works without you holding it all together?
If your growth is outpacing your systems, let's fix the infrastructure so you can get back to the work that matters.