Founder: Sheryl Grant
Industry: Coaching & Program-Based Services

INITIAL ENGAGEMENT

Program Growth, Operational Support Needed
Sheryl came to Elite Vivant while preparing to deliver her FIT Program (Faith, Intuition, and Tenacity). The program was clear in purpose and impact, but the operational infrastructure to support enrollment, communication, and delivery needed structure.

She did not need to redesign the program.
She needed systems that could support it consistently.

OPERATIONAL REVIEW & PLANNING

Before implementation, we focused on how the program needed to function.

This included:

• Clarifying how participants would move through the program
• Identifying where manual processes created friction or inconsistency
• Defining what information needed to be tracked and when
• Ensuring systems supported both the participant experience and internal management

This allowed us to design workflows that aligned with how Sheryl actually works.

CRM & WORKFLOW IMPLEMENTATION

Based on the operational needs, we set up a CRM and supporting workflows to manage the program lifecycle.

We delivered:

• CRM setup to centralize participant information
• Automated workflows to support enrollment and communication
• Structured processes to reduce manual follow-up
• Systems designed to support clarity, consistency, and ease

Each automation was intentional and built to support the program without removing the human element.

RESULTS

Sheryl’s FIT program now:

• Operates with greater structure and organization
• Supports participants with a smoother, more consistent experience
• Reduces manual administrative tasks
• Has systems in place that can scale as the program grows

Operations now support delivery instead of competing with it.

PROJECT SCOPE

CRM Setup

• Workflow Strategy
• Automation Implementation
• Program Operations Support

CLIENT EXPERIENCE

Sheryl now has operational systems that support the FIT program and her capacity as a leader. The infrastructure allows her to focus on guiding participants while the systems handle the flow behind the scenes.