Case Study: When Your Biggest Lead Source Is Your Biggest Problem

What do you do when your biggest lead source is also your biggest headache? In this episode, I'm pulling back the curtain on a real client story — a stationer dealing with a toxic planner who was overstepping, micromanaging, and making her life miserable.

We looked at the facts (spoiler: the feelings weren't the facts), set some firm boundaries, and completely changed how she ran her business — all in the first week.

What we covered:

• Why feelings aren't facts — especially when it comes to where your leads come from
• How she stood up for herself mid-project, in front of a shared client
• Creating a separate lead gen form for planners vs. couples
• Only offering options you actually like (you're still the boss!)
• Using a difficult situation as a catalyst, not an excuse

Build: 2 months of 1:1 coaching + curriculum, $2,999, Apply here: https://forms.gle/cw4zGCFfBajXHZdLA

Art of Ease Mastermind, where the goal is adding 100k to your business in the next 12 months: https://www.twocanco.com/aoe-mastermind