
Wealth Coach 360
Project Type: Website Development, Digital Platform Buildout, CRM & Marketing Infrastructure
Industry: Business Coaching, Financial Advisor Growth, EOS® Implementation
Summary:
Blaine McKenzie led the digital launch of Wealth Coach 360 (WC360)—a national platform offering scalable coaching solutions for financial advisors. The buildout included brand identity, a WordPress/Elementor website, GoHighLevel CRM setup, and integrated marketing tools for lead generation, memberships, and speaking inquiries.
Key Deliverables:
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Website & UX: User-friendly WordPress site featuring coaching, membership, and event pathways.
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Course & Member Platform: Built-in video learning, downloadable tools, and gated member access.
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Brand Identity: Full visual system including color palette, typography, and iconography.
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CRM Automation: GoHighLevel for lead capture, onboarding, appointment booking, and email follow-ups.
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Marketing Systems: Meta, Google, and TikTok Ads; social content pipelines; and email marketing.
Results:
WC360 now operates a cohesive digital ecosystem supporting national scale. Blaine’s work laid the foundation for recurring revenue growth, brand authority, and operational automation across community, coaching, and speaking verticals.
