Coaching & Personal Brands
SOBU Method: a website and lead funnel that only books qualified calls
We built and optimised the SOBU Method website and connected it to Fluent Forms and FluentCRM, so visitors move from learning the method, to an identity assessment, to a clarity conversation that only opens once the assessment is complete.
2 steps
from assessment to clarity call
Every
consultation request checked automatically
Auto
contact tagging in FluentCRM
AJAX
forms with no page reloads
The challenge
What wasn’t working
SOBU Method is an identity-focused framework that helps coaches, consultants and business owners overcome the internal patterns that hold back execution and growth. The website had to explain a deep methodology clearly, build trust and turn the right visitors into assessment and consultation leads, without the team qualifying every enquiry by hand.
Pain points
- A deep methodology that needed to be explained simply
- Consultation requests from people who weren’t ready yet
- Lead qualification and follow-up done by hand
- An /assessment/ page stuck in a redirect loop (ERR_TOO_MANY_REDIRECTS)
Goals
What success looked like
Explain the method
Clear pages for the SOBU Method, the founder and the assessment journey.
Qualify before the call
Only people who finish the assessment can request a clarity conversation.
See the funnel
Know where each prospect is, from first visit to booked call.
Our approach
How we did it
A clear, step-by-step process, with the client involved at every review.
Structure the journey
We planned the path from discovery to assessment to clarity conversation across the core pages.
Build the assessment
Fluent Forms captures the assessment and adds the right FluentCRM tag when it’s completed.
Gate the consultation
The request form looks up the visitor by email and checks their tag over AJAX before it accepts a submission.
Fix and refine
We fixed the /assessment/ redirect loop, tightened validation and tested every route through the funnel.
The solution
What we built
Identity assessment
A guided assessment that tags each contact in FluentCRM as soon as it’s completed.
Gated clarity conversation
The consultation form verifies assessment completion by email and blocks unqualified requests.
Smooth AJAX forms
Validation and checks run without page reloads, so the experience stays fast and simple.
CRM visibility
Tags show exactly where each prospect is in the funnel, ready for follow-up.
Results
What changed for the business
The website now gives visitors a clear journey from discovery, to the identity assessment, to a qualified clarity conversation. Every consultation request comes from someone who has completed the assessment, manual lead qualification is greatly reduced, and the client can see where each prospect sits in the funnel. The result is a more structured, conversion-focused website and a far more automated lead process.
Tech stack
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