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How We Helped a Client Save $13,000 Annually on Software Subscriptions | Case Study episode artwork

Jan 2, 2026 8 min

How We Helped a Client Save $13,000 Annually on Software Subscriptions | Case Study

from The Social Geeks Podcast Hosted by socialgeeks

Are you tired of spending a fortune on multiple software subscriptions? In this video, we share how we helped a client save over $13,000 annually by switching to High Level CRM. We walk you through our step-by-step process, from initial discovery to the complete migration of various tools, all to streamline operations and reduce costs. Learn how you can achieve similar results for your business through practical, effective solutions. Ready to make your software work smarter for you? Watch now and see the difference! Timestamps: 00:00 Introduction & The Problem: Too Many Software Subscriptions 00:15 Case Study: Wedding Academy's Challenge 00:50 Calculating the Cost of Multiple Platforms 01:20 The Solution: Switching to High Level CRM 02:00 Discovery & Migration Planning 02:40 Migrating Courses and Content 03:05 Email Migration and Launch 03:45 Email Marketing System Overhaul 04:45 Automating Workflows & Saving Money 05:20 Implementing Calendar, Live Chat, and WhatsApp 05:55 Building the Community Platform 06:20 Project Completion & Cost Analysis 07:00 Lessons Learned & Final Thoughts 07:45 How to Get Help Contact us @https://socialgeeks.com.au/contact/

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