Vigeo is a dynamic property investment and education business based in the North East of England. Led by two passionate directors, the company serves a growing audience through networking events, educational programmes, and community support for aspiring investors.
The Challenge
Initially engaged to support with social media marketing, it quickly became clear that the business was struggling with limited capacity and operational bottlenecks. The directors were overwhelmed, handling every aspect of the business with a small team and no scalable systems in place. Their ability to connect with clients was strong, but maintaining that connection and expanding services sustainably was a growing challenge.
Our Solution
We began with a series of business strategy workshops to identify operational roadblocks and clarify the team’s goals. From these sessions, it became clear that scalability required a shift away from manual processes and constant live delivery.
In response, we supported the launch of on-demand training programmes and implemented a self-hosted CRM system that streamlined lead management and nurtured client engagement.
Meanwhile, our team maintained a steady flow of educational and community-driven content across social media channels. By integrating event leads into the CRM and creating automated follow-up sequences, we ensured the Vigeo team could stay focused on delivering value while the back-end worked hard in the background.
The Results
- Expanded service delivery capacity without increasing director workload
- Introduced automation that improved client communication and retention
- Created scalable learning products to support revenue diversification
- Maintained strong social media engagement throughout transformation
- Supported hiring and upskilling of internal team members
