Case Study · Function Like an Executive
From fragmented follow-up
to an operating system built around the business.
How a comprehensive AI Business Audit moved from workflow diagnosis and solution architecture to the implementation and pilot launch of a custom business operations application.
Growing capacity without losing the personal experience.
Function Like an Executive is a coaching business founded by Baila Sigler. She helps women over 35 strengthen executive functioning and move through mental and emotional blocks using coaching, Acceptance and Commitment Therapy, nervous-system regulation, breathwork, and mind-body tools.
As the business grew, Baila wanted systems that could support greater scale without losing the personalized experience central to her coaching.
Important follow-up was spread across too many places.
Lead follow-up was distributed across Facebook, WhatsApp, Google Sheets, Project Broadcast, landing pages, and other tools. Although portions of the Inner Voice Scan intake process were automated, several critical activities still required significant manual effort.
- Processing Inner Voice Scan reports
- Educating and nurturing prospective clients
- Following up with warm leads
- Presenting appropriate offers
- Tracking leads and next actions
- Managing onboarding and client communication
Messaging, scripts, business knowledge, and communication resources were also stored in multiple locations. This made consistent workflows difficult and created a risk that warm leads could lose momentum.
The audit
Looking beyond individual tools to understand how the business actually worked.
The audit identified opportunities to improve lead tracking, messaging, onboarding, scheduling, community engagement, follow-up, and business insights.
One connected application instead of more disconnected tools.
Clarity & Capability designed and built Function Like an Executive (FLE), a custom, cross-device business operations application organized around Baila's actual workflow. The implementation brings lead and client activity, operational knowledge, communication resources, and AI-assisted functions into one governed environment.
AI-assisted functions—including Mira, Sara, Quinn, and additional role-specific tools—are grounded in the business's approved knowledge and resources. They support defined tasks within the operating workflow rather than replacing Baila's judgment or personal client relationships.
A clearer path from first visit to informed follow-up.
The implementation also extends beyond the internal application. Clarity & Capability created Function Like an Executive's logo and visual identity, built its client-facing website, and designed the digital journey connecting education, self-assessment, inquiries, and follow-up.
- A cohesive logo and visual identity for the website and broader client experience
- A service-focused website that helps visitors understand Baila's work and choose an appropriate next step
- A guided assessment that helps prospective clients identify where they may be feeling stuck
- A guarded AI website assistant trained on approved business information, services, FAQs, and clear response boundaries
- A connected Project Broadcast workflow supporting contact capture and continued communication
Together, the visual identity, website, assessment, AI assistant, Project Broadcast connection, and internal FLE application create a more coordinated journey from initial interest through follow-up and service delivery.
No claims are being made yet about increased website traffic, conversion rates, or revenue. Those outcomes require post-launch data.
Implementation
Built for practical use—with review, governance, and human judgment in the workflow.
The implementation translates the audit findings into a working environment where approved information, repeatable processes, and AI assistance can support day-to-day operations without removing human oversight.
Pilot launched — August 2026.
FLE is now operating with live business data. The pilot will measure administrative time saved, follow-up consistency, lead visibility, workflow adherence, and the practical impact of AI-assisted business operations.
This is an implementation milestone, not a final-results claim. Measured outcomes will be added after the pilot has produced enough reliable usage data.
Projected impact
A clearer operation with more capacity for high-value work.
These figures remain modeled projections from the audit and implementation plan. They are not verified pilot results and will be evaluated against actual usage data.
- Stronger, more consistent lead follow-up
- Less risk of warm leads losing momentum
- Centralized business knowledge and resources
- Improved operational visibility
- More capacity for client-facing and revenue-generating work
“It forced me to start collecting and organizing the information. It gave me accountability and helped me have a direction on where to start.”
Baila Sigler · Founder, Function Like an Executive
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