Client: Maria Mantoudakis, CEO of Recreate Success Now LLC and International Bestselling Author of Tsunami to Greatness

Industry: Coaching, Summit Hosting, Author

The Challenge: Organizing a Complex Multi-Speaker Summit

Maria Mantoudakis, a bestselling author and CEO of Recreate Success Now LLC, was preparing to host her first ever virtual summit with 19 speakers. The complexity of coordinating multiple speakers, managing their headshots, bios, and interviews, while keeping participants engaged, posed a significant challenge.

Maria needed an expert to help her streamline and automate the process, ensuring that every detail—from speaker coordination to participant registration and email marketing—was handled seamlessly. Given her lack of experience in summit hosting, Maria turned to Ramesh Dewangan for his expertise.

The Solution: Implementing Automated CRM & Event Management Systems

Ramesh, with his extensive knowledge of CRM systems and event management, quickly assessed the needs of the summit and took the following steps:

1. Setting Realistic Expectations: Ramesh began by carefully listening to Maria’s vision for the summit, understanding her goals and expectations. He explained the logistics involved in managing 19 speakers and provided a realistic roadmap to ensure the event’s success.

2. Summit Setup with Actionera and GoHighLevel: Utilizing Actionera and GoHighLevel, Ramesh built the necessary infrastructure for the summit. This included:

o Landing Pages: Ramesh designed and implemented landing pages for the summit, making it easy for participants to register and get information.

o Speaker Management: He coordinated the collection of headshots, bios, and scheduling of speaker interviews, ensuring every speaker’s information was organized efficiently.

o Dashboard Creation: Ramesh created a comprehensive dashboard to manage summit logistics, making it easy for Maria to track the progress and performance of the event.

3. Automated Email Sequences: Ramesh set up email campaigns to keep participants engaged throughout the summit, from confirmation emails to follow-ups. Every detail—right down to the timing and personalization of emails—was handled with precision.

4. Risk Anticipation and Mitigation: As a seasoned consultant, Ramesh anticipated potential risks and challenges, proactively addressing them before they could escalate. His hands-on approach ensured smooth execution without any major hiccups during the summit.

5. Around-the-Clock Support: Ramesh provided 24/7 support, responding immediately to Maria’s inquiries, even during weekends and odd hours. His dedication was a key factor in keeping everything on track.

The Result: A Seamlessly Executed Summit

Maria’s three-day summit was an overwhelming success, with 19 speakers delivering impactful sessions to engaged participants. Thanks to Ramesh’s expertise, the entire event was executed flawlessly, with all technical and logistical aspects handled behind the scenes.

Here’s what Maria had to say:

“Ramesh is an amazing individual. He listens really well, understands his clients' needs, and sets realistic expectations. He was dedicated 100% to my success. Every detail was taken care of by Ramesh and his team. He’s proactive, communicates well, and implements tasks without needing to be told. I can’t imagine anyone doing a summit without Ramesh.”

Key Takeaways:

• Customized CRM & Automation Setup: Ramesh used his knowledge of GoHighLevel and Actionera to build a custom solution that fit Maria’s summit needs.

• Comprehensive Summit Management: From speaker coordination to participant engagement, Ramesh handled every detail, ensuring a smooth and successful event.

• Proactive Risk Management: Ramesh's forward-thinking approach mitigated potential issues before they could arise, ensuring a seamless experience.

• Dedicated Client Support: Around-the-clock availability made Ramesh a reliable and supportive partner throughout the process.

Conclusion:

By leveraging CRM technology and a hands-on approach, Ramesh Dewangan helped Maria successfully host her first summit. His dedication, technical expertise, and proactive risk management turned a complex event into a well-organized, seamless experience.

Need help organizing your next event or summit?

Contact Ramesh Dewangan today and streamline your processes with expert CRM solutions.

Client: Diann Alexander, Confidence Catalyst, Voice & Performance Coach

Industry: Coaching, Public Speaking, Performance Training

The Challenge: Overcoming Tech Overwhelm and Inefficiency

Diann Alexander, a successful voice and performance coach, found herself struggling with managing her business’s technical and operational systems. As a creative, right-brained entrepreneur, Diann felt overwhelmed by the complexity of CRM tools and the manual processes she was relying on. This led to inefficiency in her day-to-day operations, causing stress and leaving her with less time to focus on what she does best—coaching.

Diann needed a reliable tech expert who could simplify her systems, automate her processes, and free up her time. That’s when she turned to Ramesh Dewangan for help.

The Solution: Simplifying and Automating Business Operations

Ramesh immediately assessed Diann’s business needs, focusing on simplifying her processes through the strategic use of CRM systems and automation. Here’s how Ramesh transformed Diann’s business:

1. Understanding the Client's Needs:

Ramesh took the time to listen carefully to Diann’s struggles and frustrations with technology. He understood that she needed a solution that was easy to manage and wouldn’t overwhelm her further.

2. CRM Setup and Optimization:

Ramesh implemented a comprehensive CRM system that was tailored to Diann’s business model. This system automated her lead management, client follow-ups, and content delivery processes, ensuring that all operations ran smoothly in the background without Diann needing to micromanage every task.

3. Customized Support and Training:

To ensure Diann felt comfortable with the new systems in place, Ramesh provided personalized, step-by-step guidance. He made the CRM tools accessible and easy for Diann to use, offering ongoing support whenever she had questions or needed assistance.

4. Automated Email Campaigns:

Ramesh set up automated email campaigns that handled client onboarding, follow-ups, and nurturing sequences, allowing Diann to engage with her clients without spending hours on manual communication.

5. Consistent and Reliable Communication:

Throughout the entire process, Ramesh maintained open communication with Diann, offering prompt responses and solutions whenever challenges arose. His “can-do” attitude and calm demeanor significantly reduced Diann’s stress levels and built a sense of trust and partnership.

The Result: A More Efficient, Stress-Free Business

By automating her systems and streamlining her processes, Diann was able to significantly reduce the time spent on managing her business operations. The new CRM system allowed her to focus on her true passion—coaching and helping her clients—without the constant worry about the tech side of things.

Here’s what Diann had to say:

“One of the most challenging pieces of being an online entrepreneur is wrangling the tech & systems. Ramesh Dewangan has been and is the answer to my tech systems dilemmas. He is methodical, knowledgeable, and prompt—traits critical for a high-quality consultant. His calm, positive 'can-do' attitude has reduced my stress significantly, allowing me to focus on what I do best. Working with Ramesh has freed up so much time. He truly is a joy to work with.”

Key Takeaways:

• Tech Simplification: Ramesh’s approach focused on making complex tech systems easy and manageable for a creative entrepreneur like Diann.

• Process Automation: By automating Diann’s lead management and communication processes, Ramesh freed up significant time and energy for her to focus on her coaching business.

• Personalized Support: Ramesh’s step-by-step guidance and ongoing support helped Diann feel confident and empowered to manage her tech systems without fear.

• Stress Reduction: With less time spent worrying about tech, Diann experienced a noticeable reduction in stress and a boost in overall productivity.

Conclusion:

With Ramesh’s expertise in CRM implementation and process automation, Diann’s business became more efficient, freeing her from the overwhelm of managing manual tasks. The tailored tech solutions helped Diann focus on her strengths—coaching and mentoring her clients—while the automated systems ran seamlessly in the background.

Need help simplifying your business operations?

Contact Ramesh Dewangan today to streamline your tech systems and reclaim your time.

Clients: Katie Friedman & Pamela Cowan

Industry: Summit Hosting, Business Coaching

The Challenge: Hosting a Summit with Limited Tech Skills

Katie Friedman and Pamela Cowan, both passionate about their respective businesses, decided to co-host their very first summit. While they had a clear vision and mission for the summit, they realized they needed a tech-savvy partner to bring their ideas to life and ensure the event ran smoothly. Katie, being less familiar with the technology platforms, and Pamela, while more tech-savvy, recognized the need for an expert to handle the technical aspects of the summit.

Their challenge was finding someone who could build funnels, manage email campaigns, and ensure that everything ran smoothly from start to finish. That's when they brought Ramesh Dewangan on board to complete their team.

The Solution: Funnel Creation, Email Management, and Co-Hosting

Ramesh stepped in as the tech lead for the summit, handling the critical components that ensured the event’s success:

1. Funnel Creation and Optimization: Ramesh built out the entire summit funnel, ensuring that it was fully functional and set up well in advance. This included the landing pages, registration pages, and any automated workflows necessary to guide attendees through the summit process.

2. Email Automation: Ramesh set up the email campaigns for the summit, ensuring that all communication went out on time. This included email sequences to registered participants, reminders, and post-summit follow-ups.

3. Proactive Co-Hosting: When one of the co-hosts wasn’t able to attend part of the summit, Ramesh proactively stepped in as a co-host, going above and beyond to ensure the event proceeded without disruption. His ability to step into this role demonstrated his commitment to the success of the summit.

4. Clear Communication: Throughout the entire process, Ramesh maintained excellent communication, keeping both Katie and Pamela in the loop at every stage. He made sure they were aware of what he was doing, the progress of tasks, and what was needed from them next.

The Result: A Successful and Smoothly Executed Summit

With Ramesh’s technical expertise and proactive approach, Katie and Pamela’s summit ran without any major issues. The funnel worked flawlessly, emails were sent on time, and the summit was hosted smoothly, even when unexpected challenges arose.

Here’s what Katie and Pamela had to say:

“Ramesh did a phenomenal job as part of our team. He helped us by building the funnel and making sure that everything worked early in the process. He also made sure all the emails were sent on time. When one of us couldn't attend our summit, he jumped in as a co-host and went above and beyond. His communication skills were superb, keeping us in the loop at every stage. We highly recommend Ramesh.”

Key Takeaways:

• Funnel Creation Expertise: Ramesh’s ability to build a seamless, functional funnel well ahead of time helped ensure the success of the summit.

• Automated Email Campaigns: By automating the email communication, Ramesh freed up time for Katie and Pamela, allowing them to focus on content and engagement.

• Proactive Support: Ramesh went beyond his technical role, stepping in as a co-host when necessary, showcasing his dedication to the success of the summit.

• Effective Communication: Ramesh’s clear, ongoing communication kept the entire team aligned and aware of each step, reducing stress and ensuring smooth execution.

Conclusion:

By stepping into a collaborative role and using his CRM expertise, Ramesh Dewangan ensured that Katie and Pamela’s summit was not only successful but also stress-free. His proactive, hands-on approach and commitment to excellence helped turn their vision into a reality.

Looking for a tech-savvy partner for your next event or summit?

Contact Ramesh Dewangan to take your event to the next level with expert tech solutions.