Case Study
AI-powered RevOps modernization for a $10M certification school
Enterprise
Content
~50% lift
Potential lead volume unlocked
Higher efficiency
Improved CPA and qualification accuracy
Clear separation
Won vs. lost lead outcomes
Services
AI Engineering, Product Strategy, Discovery, Support & Feedback
Industry
Education / EdTech — Coach Certification
Client
Confidential certification school
Duration
Phased RevOps engagement
The Challenge
The certification school’s revenue operations had become a bottleneck. Cost per acquisition had nearly doubled, lead conversion remained low, and no-show rates on booked calls were high. Legacy lead scoring operated as a static black box, offering little insight into lead quality or performance drivers.
Ownership across the RevOps stack was fragmented, making it difficult to diagnose issues or implement coordinated improvements across marketing and sales.
The Solution
Casper Studios stepped in as the client’s interim RevOps team, rebuilding the revenue engine with AI-driven systems and clearer operational structure.
Key solutions included:
AI-based lead scoring engine replacing static rules with a continuously tuned model
Sales call intelligence using transcript analysis to surface patterns and rep-level insights
Redesigned application forms to improve signal quality at intake
Automated nurturing workflows aligned to lead quality and engagement risk
CRM governance framework to establish clear ownership and consistent processes
The result was a RevOps system designed for learning, iteration, and scale.
The Impact
The new lead scoring model unlocked meaningful volume by raising qualification accuracy without sacrificing downstream conversion. Sales teams gained clearer visibility into which leads were likely to convert, while automation reduced manual overhead across follow-ups and nurturing.
By combining AI decisioning with tighter operational discipline, the certification school stabilized acquisition efficiency, improved funnel clarity, and created a foundation for sustainable revenue growth without proportional increases in spend.
