CASE STUDY

A CRM for Business Coaches

From Bed & Breakfast Owner to Business Coach:

 

How One Entrepreneur Used Keap to Scale by 900%

Business at a Glance

• Founder: Yvonne Halling
• Industry: Coaching
• Employees: 2 (+ Keap)
• Joined Keap: 2011

Key Result: 900% Revenue Growth

Challenges Before Keap

• Administrative tasks consumed most of her time
• No system for capturing and storing guest and lead information
• Difficulty converting leads and securing repeat bookings

Solutions with Keap

• Automated administrative tasks, freeing time for guest interactions
• Implemented CRM and forms to collect and store guest and prospect information
• Utilized automated email campaigns to nurture leads and secure bookings

A Journey That Began in France

In 2001, Yvonne Halling embarked on an entrepreneurial journey to create memorable experiences for travelers visiting Champagne, France. She founded Les Molyneaux, a charming bed and breakfast, and worked tirelessly to provide outstanding hospitality. Despite her dedication, filling her guest book remained a challenge. Relying on local travel agencies and traditional marketing methods, she struggled to consistently attract new and repeat guests.

Recognizing the need for a more structured approach, she turned to Keap’s small business marketing automation and CRM software. Implementing Keap transformed her business operations, allowing her to:

• Capture leads using custom landing pages and forms
• Automate lead-nurturing email campaigns
• Manage invoices and process payments seamlessly
• Store and organize customer and prospect information
• Track guest interactions and segment contacts based on preferences
• Send personalized emails tailored to guests’ interests and booking history

The results were immediate and profound. Les Molyneaux experienced unprecedented growth, attracting guests from around the world. Previous visitors, many of whom she had not heard from in years, began booking return stays, while new travelers eagerly reserved rooms.

Keap enabled Yvonne to maintain premium pricing without offering discounts or promotions. “When I automated my bed and breakfast business with Keap, I was fully booked whenever I wanted to be,” she explained. “I didn’t have to drop my rates, give away free services, or diminish my value in the eyes of my guests. I could attract the guests I wanted whenever I wanted.”

After running a thriving B&B for 22 years, Yvonne decided to pursue a new path. The success she achieved through marketing automation had inspired her to help others achieve similar results.

A New Adventure in Coaching

Yvonne’s next venture was not something she discovered in Champagne, France, but rather 4,132 miles away in Kyrgyzstan. In 2016, she traveled there three times to deliver hospitality training classes. Working with B&B owners and hospitality professionals, she found herself in familiar conversations—her students faced the same challenges she had encountered when starting Les Molyneaux.

As she shared the marketing strategies that had transformed her business, her passion for coaching grew. “I had an awakening because I really loved doing it,” she recalled. “I thought, ‘I want to do more of this.’”

By 2017, she had sold Les Molyneaux, returned to the UK, and launched Bed and Breakfast Coach. The business was designed to help B&B owners achieve sustainable growth and work-life balance using strategic marketing and automation.

With Keap as the backbone of her new business, she implemented the same automation framework that had fueled the 900% growth of her B&B. The results followed quickly.

Helping Others Thrive Through Automation

Yvonne’s coaching business was built on addressing the struggles many B&B owners faced:

• Empty guest books
• Time-consuming administrative tasks
• Limited focus on guest experience

Having navigated these challenges herself, she knew that Keap’s CRM and marketing automation tools provided a powerful solution. Through group coaching, one-on-one mentorship, online courses, and a dedicated learning portal, she began guiding B&B owners toward automation-driven success.

She emphasized the role of automation in business growth, often telling her clients, “Your CRM, your Keap account, your database, your tagging system, and your email campaigns are the engine of your business. Without them, it’s like trying to drive a car without an engine.”

For many in the hospitality industry, automation was a foreign concept. “In hospitality, people don’t typically think about this,” Yvonne explained. “They say, ‘I run a B&B. What do I need a CRM for?’”

That skepticism never lasted long. Once Yvonne demonstrated how Keap could help them attract, nurture, and retain guests, her clients quickly embraced the platform.

“They absolutely love it,” she said. “Now, customers are doubling and tripling their income in just one season.”

Transforming Businesses, One B&B at a Time

Yvonne’s coaching has led to remarkable success stories. One of her clients, struggling with repeat bookings despite positive guest reviews, implemented an automated email workflow within Keap. Within just three days of launching the campaign, she received over 70 bookings from past guests.

Another client, a St. Louis-based guesthouse owner, had been in business for 27 years but was struggling financially. Despite years of effort, she couldn’t break through a revenue ceiling. After working with Yvonne and implementing Keap’s automation, she achieved eight consecutive record-breaking months.

These are not isolated cases—Yvonne consistently sees similar success stories from her clients. The ability to automate marketing and streamline operations has enabled countless B&B owners to reclaim their time, increase their income, and enhance their guest experience.

A Business Built on Impact

Yvonne’s transition from B&B owner to business coach was fueled by her own success with Keap. The same automation tools that transformed her hospitality business are now helping her clients achieve financial stability and work-life balance.

With Keap at the core of her coaching program, Yvonne continues to empower small business owners, showing them that growth, freedom, and success are within reach. What started as a single B&B in France has now evolved into a global movement, helping hospitality entrepreneurs turn their dreams into reality.

I feel so blessed to have this information and knowledge that I just want to share it with as many people as I possibly can because I know how life-changing it can be.  Yvonne Halling

 

Why Keap is the Right Choice for Business Coaches

Keap is a top choice for business coaches because it streamlines client management, automates follow-ups, and simplifies scheduling. Its built-in CRM keeps track of every interaction, while automation handles repetitive tasks like email sequences and reminders. Keap also integrates with payment processing, making invoicing effortless. With easy-to-use marketing tools, business coaches can nurture leads, maintain strong client relationships, and focus on delivering value. It’s an all-in-one solution that saves time and helps coaches grow their businesses efficiently.