| Case Study |
Industry: Learning & Development / Professional Training | SME Consultancy
Challenge Type: Digital Presence | SEO & AEO Strategy | Market Positioning | Platform Migration
Service: Business Coaching | AI & Digital Transformation | Strategic Business Planning | Business Mentoring
Project Snapshot
| Metric | Detail |
| Client Type | SME (micro-business, two principals) |
| Sector | Learning & development consultancy |
| Location | Southern England |
| Beyond Touch Service | Accountability Partnership (ongoing business coaching) |
| Session Duration | Eight sessions across eight months |
| Tools Introduced | Perplexity AI (deep research), ChatGPT, Google Gemini, Google Analytics 4, Google Business Profile optimisation |
| Key Metric | LinkedIn impressions increased from double digits to 1,361 on a single post |
| Search Ranking | Business appeared in AI overview results for the first time after SEO and AEO alignment |
| Platform Decision | Strategic exit from all-in-one e-learning platform; migration to WordPress planned |
| Outcome | Complete digital presence overhaul across website copy, GBP categories, keyword strategy, content workflow, and competitive intelligence |
| Follow-Up | Web developer engaged for site rebuild; ongoing content strategy implementation |
Key Takeaways
- Beyond Touch business coaching identified that the consultancy’s website was speaking to the wrong audience, targeting individual learners instead of the managers and HR decision-makers who actually buy training
- AI-powered competitive analysis using Perplexity deep research uncovered 12 direct competitors and mapped their keyword strategies in a single session
- Google Analytics 4 was installed during a live coaching session, giving the business website tracking for the first time
- Google Business Profile recategorisation from a generic training label to a more relevant business consultancy category improved search relevance quickly
- LinkedIn impressions climbed from minimal reach to 1,361 on a single post after implementing Beyond Touch’s content strategy recommendations
- A blog article benchmarking local competitors became the highest-engagement content the director had published
- Eight months of structured coaching led to a confident strategic decision to exit the e-learning platform and rebuild around custom training delivery

Background
When this learning and development consultancy came to Beyond Touch through a funded regional business support programme, it had already been running an e-learning platform for around four years. The result was stark: zero sales. Not low sales, but none at all.
The consultancy had two sides to its wider business. One focused on health and was not the subject of this engagement. The other created bespoke learning and development programmes for organisations, including topics such as leadership, customer service, emotional intelligence, and workplace wellbeing. The course library itself was strong, with interactive content, self-assessments, case studies, quizzes, and manager coaching notes built in.
Two principals ran the business. The director handled course design, client relationships, content, and most of the website. A technical colleague based overseas managed the platform’s back end and had started experimenting with AI coaching agents trained on course content. The ambition was there. The product quality was there. What was missing was visibility.
The Challenge
Wrong Audience, Wrong Message
The first major issue Beyond Touch identified was a messaging mismatch. The website spoke almost entirely to individual learners, with language focused on signing up, taking a course, and receiving a certificate. But the actual commercial buyer was not the individual learner. It was the manager, HR lead, or decision-maker responsible for developing teams.
The value proposition the business really offered, helping managers train staff affordably and effectively, was either buried or absent altogether. That mismatch had undermined the commercial performance of the platform for years.
Invisible to Search Engines and AI
The consultancy was also effectively invisible in search. When live searches were run for training providers in the region, the business did not appear meaningfully in Google, Bing, or AI-generated results. Competitors with weaker products were outranking it because they had better alignment between search intent, website messaging, and digital profile structure.
The Google Business Profile added to the problem. Categories were too generic, the description lacked relevant service keywords, and location signals were muddled because the director sometimes worked abroad. The business had only one visible review and little profile activity.
Platform Limitations Holding the Business Back
The website itself sat inside an all-in-one e-learning platform. That setup may have been convenient for hosting courses, but it was limiting everything else. Blogging required a separate tool. LinkedIn previews were pulling the wrong imagery and titles. Analytics were weak. AI integrations pushed learners outside the platform experience instead of enhancing it inside the course journey.
The reporting available was also shallow. It could show actions such as shopping carts being created, but it could not tell the business whether those users were real prospects, internal tests, or bots. The numbers existed, but without enough meaning to support confident decision-making.
Content Without a Strategy
The director was already creating content. LinkedIn posts were going out several times a week. Newsletters were being sent quarterly to roughly 400 subscribers. Other channels had been explored too. But none of the content activity was anchored to a real keyword or visibility strategy. The output was there. The distribution logic was not.
How Beyond Touch Helped
Live AI-Powered Competitive Analysis
In the first session, Grae at Beyond Touch walked the director through a real-time competitive review using Perplexity and ChatGPT side by side. They used the consultancy’s own website as the starting point, asking the tools to assess the messaging, identify likely competitors, and benchmark the digital positioning against the wider market.
The process was deliberately hands-on. Rather than receiving a static report later, the director watched the research unfold in real time and learned how to repeat it herself. Within a short period, they had a table of 12 competitors showing sectors, pricing models, USPs, and keyword strategies. That immediately changed the conversation from vague frustration to evidence-based repositioning.
Website Messaging Overhaul
Once the audience mismatch had been identified, Beyond Touch helped the consultancy begin rewriting the website around the actual buyer. The core message shifted away from individual course participation and toward the needs of managers and organisations looking to develop teams.
Over subsequent sessions, homepage copy, landing pages, and course bundle descriptions were reworked using the language surfaced through the competitor analysis. Sector-specific bundles became clearer, visuals were updated to match the target audience more closely, and the website began speaking in a more commercially relevant voice.
Google Analytics Installation and Tracking
One of the most practical sessions focused on installing Google Analytics 4 into the existing platform. This was done live, with Beyond Touch using AI in real time to troubleshoot each step by analysing screenshots and returning guidance.
By the end of the session, GA4 was connected and live visitor data was flowing. For the first time, the consultancy had meaningful website tracking and could begin seeing where users were coming from and how they were interacting with the platform.
Google Business Profile Optimisation
Beyond Touch also applied a more strategic method to the Google Business Profile. Categories were reviewed and adjusted so the profile aligned better with how buyers actually search. The profile description was rewritten with stronger service keywords, service areas were made more specific, and photos, awards, and proof points were given greater prominence.
The work carried out between sessions meant the profile quickly became more coherent, more relevant, and more useful as a discovery tool.
The Competitor Blog Strategy
One of the more unusual but effective techniques shared during the coaching process was a competitor comparison blog strategy. Grae showed how a well-written article listing relevant competitors, while clearly explaining how the business differs, could perform strongly in search because it creates a useful, current, link-rich local reference point.
The director created her own version. It became one of the strongest pieces of content the business had produced, both for engagement and for practical search visibility.
LinkedIn Content Strategy and AEO Alignment
Beyond Touch also reframed how social content should be viewed. The goal was not simply to chase likes or human attention. It was to create clear, consistent signals across LinkedIn, Google Business, the website, and other platforms so that AI systems and search engines could better understand the business.
The practical advice included posting natively on LinkedIn, using LinkedIn Articles to improve indexing, and ensuring each article or post linked back to a defined service page. This made the content part of a wider digital visibility system rather than an isolated activity.
Timeline
Session 1: The Wake-Up Call: Live competitive analysis identified the audience mismatch, introduced AI research tools, and created an initial Perplexity research thread the director could continue using independently.
Sessions 2–3: Technical Foundations: Website copy was revised, Google Analytics 4 was installed, and a B2B marketplace campaign was prepared. A three-way call also reviewed platform analytics and usability issues with the technical colleague.
Session 4: The SEO Revelation: Beyond Touch introduced the “Operation Domination” style of keyword and profile alignment. The director began building a competitor-focused blog article as part of the new strategy.
Sessions 5–6: Execution and Refinement: Google Business Profile was fully updated, LinkedIn content performance improved sharply, profile categories were refined further, and SEO and AEO were treated as linked workstreams.
Sessions 7–8: Strategic Inflection Point: A major decision was made to exit the e-learning platform and move toward custom-built training delivery supported by AI coaching elements. A web developer was engaged for a WordPress rebuild, and the business completed a broader digital footprint audit to remove conflicting legacy messaging.
Outcomes
Visibility and Search Presence
The consultancy moved from being effectively absent in relevant search journeys to appearing in AI overview results for regional training searches. The Google Business Profile also began generating meaningful activity and local discovery signals for the first time.
Content Performance
LinkedIn performance improved significantly, with one post reaching 1,361 impressions, far beyond the negligible reach seen previously. The competitor comparison article became the strongest-performing content the director had published, and a B2B marketplace profile started producing genuine enquiries, including an early confirmed training engagement.
Strategic Clarity
Eight months of coaching produced a major business-level shift. Rather than continuing to push an e-learning subscription model that had produced no sales in four years, the consultancy made a clear decision to focus on custom training delivery, an area where the director had stronger experience and genuine enthusiasm.
The business also moved toward a WordPress rebuild designed to preserve SEO value through proper redirects, implement schema, and create a site that spoke directly to managers instead of individual learners.
Capability Transfer
One of the strongest outcomes was the capability the director developed over time. She went from limited AI use and low digital confidence to running her own research queries, building competitor analysis tables, installing analytics, and improving her Google Business Profile herself. That meant the value of the engagement would continue after the sessions ended.
Client Reflection
| Context | Quote |
| On first seeing AI deep research in action during a Beyond Touch coaching session | “This is so frightening. It’s like, oh my goodness.” |
| On the impact of the Perplexity competitive analysis report | “That led to a lot of discussion and a lot of changes, which I think is good. But once you start to change one thing, then you realise the message is not consistent, so then you have to go and change another thing.” |
| After implementing Google Business Profile and SEO recommendations | “So basically, in a couple of days, I should be able to see if we’re being visited. This is actually really very timely.” |
| Reflecting on the coaching relationship overall | “I mean, really helpful. Thank you so much. I really appreciate it. This was really, I mean, I can tell you verbally, but I will write it because I know it’s important.” |
Frequently Asked Questions
Q: How quickly can Beyond Touch business coaching show results for a training consultancy?
A: In this case, the first session already delivered a major repositioning insight through competitive analysis and audience clarification. The business began rewriting copy immediately, installed GA4 in the second session, and saw measurable LinkedIn performance gains within weeks of implementing the content strategy.
Q: Can Beyond Touch help if I am not technically confident with AI tools?
A: Yes. The coaching is hands-on and practical. In this case, the director learned by doing, through live sessions where tools were applied to real business problems rather than explained in abstract terms.
Q: What is the difference between Beyond Touch business coaching and traditional consulting?
A: Traditional consulting often ends with a report. Beyond Touch focuses on capability transfer. The business owner learns how to run the research, make the changes, and keep improving the business independently.
Q: Is Beyond Touch business coaching only for businesses in one region?
A: No. Beyond Touch works remotely with businesses across the UK and beyond. This consultancy was based in Southern England and accessed support through a funded programme, but the coaching model itself is not location-limited.
Q: How does Beyond Touch use AI within coaching sessions?
A: AI is used as part of the live problem-solving process. In this case, Perplexity, ChatGPT, and Gemini were used for competitive research, platform troubleshooting, and strategic visibility work rather than being treated as separate training topics.
Q: Can Beyond Touch help with SEO and digital marketing strategy?
A: Yes. This engagement included keyword strategy, Google Business Profile optimisation, LinkedIn content direction, website messaging, and AI/search visibility alignment as part of a wider business growth strategy.
Q: What if my business needs to change direction during coaching?
A: That is built into the process. In this case, the business shifted from trying to sell e-learning subscriptions to rebuilding around custom training delivery, and the coaching adapted accordingly.
Q: How many sessions does a typical Beyond Touch coaching engagement involve?
A: It varies depending on the business and the challenge. This case study involved eight sessions across eight months, allowing time for implementation, review, and strategic adjustment between each stage.
Ready to Stop Being Invisible?
If your business has a strong offer but weak digital visibility, a Beyond Touch coaching engagement can help identify where the signal is breaking down and build the structure needed to improve it. The aim is not another report. It is a clearer market position, stronger discoverability, and the ability to keep improving after the session ends.
Book Your Accountability Partnership | Explore Business Coaching | View Pricing

Outcome
Immediate Capability Transformation
Within the hour, the director went from "very nervous" to independently creating multilingual content across five languages. She left the session able to translate documents, generate voice narration for non-literate families, create culturally relevant images, and edit previously locked materials.
The transformation wasn't gradual. It was immediate. "This is something I can start using immediately," she said. "This would be a big, big change, because we do this every Friday."
Financial Impact
Professional interpreter costs for this organisation would run into thousands annually. With weekly classes across multiple language groups, even a conservative estimate of £100 per interpreter per session would hit £5,200 per year for just one language. They needed five languages. That's £26,000 annually.
The actual cost of the AI solution? Zero for Perplexity. The Microsoft Copilot licence was already paid for but dormant. Total new spend: £0. Savings: potentially tens of thousands per year.
More than that, the organisation can now produce translated materials at scale — something they'd only done once before due to cost constraints. That single Tetun workbook can now be replicated across every language they serve.
Operational Impact
The operational wins were tangible. Friday parenting sessions can now include take-home materials in every family's language. Families who couldn't read can access voice narration. Presentations can be tailored for different audiences — parents, social workers, government agencies — without starting from scratch each time.
The director identified a specific bottleneck solved: "Different audiences. I work with parents. I work with professionals. I work with government agencies. Depending on all those different professionals, I need my slides to be slightly different." With AI, she can now generate those variations in minutes, not hours.
Strategic Impact
This wasn't just about efficiency. The capability shift changed what's possible for the organisation. Materials previously locked in English-only formats can now reach every family. Content previously frozen in PDFs is editable again. Presentation materials previously constrained by design costs or stock photo limitations can now be generated custom.
The director saw it: "I think this is answering my questions about using my work. Because as you can imagine, if I've been creating slides and thinking now, I've got so many different slide decks. Sometimes saying the same thing, but because I'm speaking to students, I'm speaking to parents, I'm always changing things."
AI didn't just save time. It removed barriers to service equity.
Confidence and Mindset Shift
The emotional journey matters here. The director started: "I'm very nervous about it." She'd thought AI required being "super special, super clever." By minute 15, she was creating content independently. By minute 25, she said: "I'm starting to get excited."
By the end: "You've got a really happy customer here today. I'm so grateful. This has been amazing."
That shift — from anxiety to capability to confidence — happened in under an hour. Not through theory, but through doing. Not by showing her what AI could do, but by getting her to do it herself.
Client Reflection
"This would be a big, big change, because we do this every Friday, we have a class, so this is something I can start using immediately."
"I usually think, oh my goodness, what can AI do for me, but this one is definitely a big, big change."
"People are going to think I'm very clever when I start doing this."
"Everything, the voice, everything was just perfect. I'm thinking of families that I was working with. When they listen to that, that's just given them what they need to hear."
"I started feeling a bit stuck with this workbook. I couldn't do changes unless I went back to the printers. But now, I can do some of this myself, and just do it ourselves."
Frequently Asked Questions
Q: How quickly can AI tools show practical results for community organisations with tight budgets?
A: Same-day capability is achievable. In this case, the director translated full documents across five languages, created multilingual tables with voice output, and generated presentation images — all within a 55-minute session. The key is starting with a real operational problem, not generic training. When the director uploaded her actual brochure and saw it translated accurately to a language she could validate (Kiswahili), confidence built immediately. By minute 12, she was writing her own prompts independently. The organisation's Friday classes could use these tools the very next week.
Q: What's the actual cost comparison between traditional translation services and AI tools?
A: Professional interpreters typically cost £100+ per session. For weekly classes across five languages, that's £26,000 annually (£100 × 52 weeks × 5 languages). This organisation replaced that cost with Perplexity (free) plus an existing Microsoft 365 subscription (£80/year) that already included Copilot. The new cost? Zero. They'd already paid for the tools but didn't know they had them. Even organisations without Microsoft can use Perplexity at no cost, with optional paid features from £20/month if needed. Savings range from £20,000-26,000+ annually versus traditional interpretation.
Q: How reliable are AI translations for less common languages like Tetun?
A: The director validated translations using languages she speaks (Kiswahili). Her assessment: accurate. For less common languages, the verification approach matters: work with bilingual community members to check initial outputs, test voice pronunciation with native speakers, start with straightforward content before complex documents. In this case, Perplexity handled Tetun (East Timorese language with limited digital resources) successfully, including accurate voice synthesis. The organisation also validates with parents themselves: "I would tell them, is this making sense to you? That's how we trial it out."
Q: What technical knowledge or resources are needed to implement this?
A: Minimal. The director described herself as having "no experience in AI" and feeling "very nervous." She already used Microsoft 365 for basic functions (Teams, PowerPoint), paid £80/year. That's the baseline. The Power Hour showed her how to upload documents to Perplexity (free account), write simple prompts, and use features within her existing Microsoft subscription she didn't know existed. No coding, no technical setup, no additional hardware. She learned to attach files in Zoom during the session — "I've learned something new today." If you can use email and PowerPoint, you can use these tools.
Q: Will this work for organisations serving multiple language communities simultaneously?
A: Yes, and it's particularly powerful for this use case. The director's Friday sessions include families speaking Tetun, Arabic, French, Kiswahili, and English in the same room. Previously, bilingual volunteers interpreted live, but families couldn't take written materials home. Now, she creates one source document in English, then generates all language versions at once using a multilingual table format. Perplexity created side-by-side versions so families learning English could see both languages together — a feature she'd specifically requested for Google Translate but hadn't automated before. Voice output adds accessibility for families without literacy in any language.
Q: Can you create professional presentations without design skills using AI?
A: Absolutely. The director tested this live during the session. She opened an existing PowerPoint slide about cultural translation, clicked the Copilot icon (already in her £80/year subscription), and typed: "Create an image for this slide." Within seconds, Copilot generated professional artwork showing cultural themes with the Union Jack in the background. Her response: "My slides are going to be really good now." She'd previously relied on her own photos or struggled to find appropriate stock images. The AI understood context from her slide text and created relevant, professional visuals. No design degree needed. She can now differentiate presentations for parents, professionals, and government agencies without starting from scratch.
Q: How do you handle families who can't read in any language?
A: The voice output feature solves this. When Perplexity introduced voice synthesis mid-session, the director immediately saw the application: "Some of the parents who work with do not have literacy even in their first language." She tested it with Kiswahili text. The AI read it aloud with accurate pronunciation and natural pacing. "I'm thinking of families that I was working with. When they listen to that, that's just given them what they need to hear." For the first time, the organisation can provide accessible information to families without written literacy in any language — a barrier that professional interpreters also struggle with for take-home materials.
Q: What's the difference between this AI mentoring and generic online tutorials?
A: The Power Hour started with the director's actual documents and real operational problems. She didn't watch a demo of generic features. She uploaded her brochure, saw it translated, validated it against her own language knowledge, then immediately created her own content. By minute 12, she was writing prompts independently. Generic tutorials teach tools abstractly; this taught capability through doing. When she discovered the Copilot licence she'd already paid for but never activated, that wasn't covered in any online video — it required someone looking at her specific subscription and unlocking what was already there. Context matters.
Ready to Transform Your Organisation's Capabilities?
If your organisation faces similar challenges with budget constraints, language barriers, or feeling overwhelmed by AI possibilities, a Power Hour can demonstrate immediate, practical solutions tailored to your specific operational needs.
Products & Services Reference
Products Used in This Case Study:
Services Demonstrated:
- AI & Digital Transformation - Practical AI adoption support for businesses that want to work smarter with today’s tools.
- Business Mentoring - Expert guidance that cuts through noise and helps you act on what actually matters.
- Business Training - Workshops that build real commercial skills across your team.
- Business Coaching – One-to-one coaching that sharpens your positioning, messaging, and commercial decision-making.
- Strategic Business Planning – Structured planning sessions that turn scattered ambition into clear, actionable strategy.














