| Case Study |
Industry: Leadership Coaching / Healthcare | Limited Company
Challenge Type: Business Start-Up | Sales & Marketing | AI Adoption
Service: Business Coaching | AI & Digital Transformation | Business Start Up
Project Snapshot
| Metric | Detail |
| Client Type | Limited Company (newly incorporated) |
| Sector | Leadership Coaching & Burnout Prevention |
| Location | East of England |
| Beyond Touch Service | Business Coaching (6 sessions, fully funded programme) |
| Session Duration | Five months (September to January) |
| Total Contact Time | Six hours across six structured sessions |
| AI Tools Adopted | Perplexity AI Pro, Fathom AI, Metricool, Canva, Ideogram |
| Business Tools Adopted | Calendly, Google Business Profile, FreeAgent, Squarespace |
| Client Acquisition | Four paying clients within eight weeks of launch |
| Corporate Pipeline | £18,000 team coaching proposal submitted to NHS trust |
| Procurement Framework | Accepted onto NHS Dynamic Purchasing System |
| LinkedIn Growth | From 30 impressions to 230+ per post within three months |
| Follow-Up | Ongoing independent business development; referral to future support programmes |
Key Takeaways
- Former NHS executive director launched a registered coaching business within eight weeks of the first Beyond Touch session
- Perplexity AI Pro was adopted by Session 3, cutting blog production time from hours to roughly twenty minutes per article
- Four paying clients were acquired before the end of Session 4, exceeding the founder’s own expectations
- An £18,000 team coaching proposal was submitted to an NHS trust using AI-assisted stakeholder mapping and proposal review
- Beyond Touch introduced Fathom AI for meeting transcription, which became part of the founder’s coaching delivery model
- LinkedIn post impressions grew from around 30 to more than 230 within three months of implementing the content and SEO strategy
- The founder progressed from basic ChatGPT use to structured Perplexity Spaces with custom instructions, collections, and research workflows

Background
When this former NHS executive director approached Beyond Touch for business coaching, she was nearing the end of a life coaching qualification and preparing to complete the executive and corporate coaching module. She had spent more than a decade in senior leadership within the ambulance service, navigating the pressures of a pandemic, regulatory scrutiny, and burnout severe enough to force a complete rethink of her career.
The coaching capability was already there. So was the leadership credibility. What she did not have was experience of running a business. She had never needed to market, price, sell, or build a pipeline. In the NHS, people do not choose between competing providers in the same way. A strong professional background did not automatically translate into commercial confidence. She had a detailed business plan, a brand designer lined up, and a Squarespace site in development, but needed structured support to turn preparation into a functioning business.
The Challenge
No Commercial Experience
Although the founder had managed large budgets and held senior leadership responsibility, she had never personally had to generate revenue. Sales conversations, pricing decisions, and business development all felt unfamiliar. The idea of “closing” a client felt especially uncomfortable because it sat outside her professional identity and previous career experience.
The Visibility Problem
Launching a coaching practice required more than credibility. People needed to be able to find her. At the start of the programme, her LinkedIn audience was mostly former NHS colleagues from one organisation, Instagram felt alien, and there was no Google Business Profile in place. The digital presence needed to be built almost from scratch.
Selling Without Feeling Salesy
This was one of the most important emotional barriers. The founder was clear that she did not want to adopt a hard-sales style or anything that felt manipulative. She needed a way to build commercial relationships that felt aligned with her values and did not create discomfort about “selling” to organisations like the NHS.
AI Confidence Gap
At the beginning of the engagement, her AI experience was limited to typing simple queries into ChatGPT and feeling underwhelmed by the results. She could sense that better use was possible, but did not yet know how to move from casual experimentation into strategic use.

The Solution
Structured Business Foundations
Beyond Touch began with the practical basics. Early sessions covered company incorporation, insurance, data protection requirements, booking systems, and the discipline of comparing forecast revenue against actual income on a regular basis. The work was practical rather than theoretical. Within a short time, the founder had registered the company, opened a NatWest business account, connected FreeAgent, registered with the ICO, and started putting real operational systems in place.
Stakeholder Mapping and Value Proposition Development
One of the most valuable parts of the coaching process was a stakeholder mapping exercise. Using Excel, the founder identified six different stakeholder types across two service scenarios: executive coaching and team coaching. Their roles, pain points, and influence over decisions were mapped clearly.
Beyond Touch then demonstrated how Perplexity AI could take that map, combine it with NHS context, and generate tailored value propositions for each group. That reframed sales in a way the founder could work with. Instead of “selling,” she was now identifying needs, decision-makers, and relevant value, something much closer to the strategic work she already understood.
AI as a Business Partner
Beyond Touch introduced Perplexity AI as the main research and content engine for the business. Rather than simply recommending it, Grae demonstrated it live in sessions, showing how one transcript could be turned into a short marketing article, several social posts, and a proposal framework within minutes.
The founder upgraded to Perplexity Pro within days. By Session 3, she was using Spaces with custom instructions, building collections for blogs and proposals, identifying SEO keywords, reviewing pricing, and using AI as a genuine operating partner rather than a novelty tool.
Digital Presence and Content Strategy
The coaching then moved into digital presence. LinkedIn profile positioning came first, with AI used to assess how the profile would read to target stakeholders and where it needed strengthening. Blog production followed, with the founder using AI to generate keywords, repurpose content into social posts, and create platform-specific captions.
Beyond Touch also introduced Metricool for scheduling, Google Business Profile for local visibility and reviews, and a more deliberate cross-platform approach to content. By the later sessions, the founder had content scheduled in advance across LinkedIn, Instagram, and Google Business.
Sales Pipeline and Commercial Confidence
Rather than pushing uncomfortable sales tactics, Beyond Touch reframed commercial development around stakeholder value and structured opportunity tracking. The founder built a sales forecast spreadsheet, mapped probabilities, and used Perplexity to benchmark her proposals against market rates so she could sense-check whether she was underpricing or overpricing.
That validation mattered. It gave her enough confidence to submit an £18,000 team coaching proposal to an NHS trust and build more structured commercial conversations around work that still felt authentic.
Timeline
Session 1: Business foundations covered including incorporation, insurance, Fathom AI demonstration, Calendly workflow, and financial forecasting.
Session 2: Stakeholder mapping exercise completed in Excel. Perplexity AI demonstrated live. Value propositions created from the mapping work. Coaching framework and social posts generated from transcript content.
Between Sessions 2–3: Founder upgraded to Perplexity Pro, launched the website, created LinkedIn and Instagram business pages, and published the first blog articles.
Session 3: Perplexity Spaces and collections in active use. Blog SEO optimisation demonstrated. LinkedIn profile reviewed using AI. Visual content development explored through Ideogram and Canva.
Between Sessions 3–4: Four paying clients acquired. Two self-funded individuals and two corporate contracts. NHS procurement framework application begun.
Session 4: Google Business Profile created. Sales pipeline and lead tracking discussed. Disability coaching opportunity identified. Networking strategy explored.
Session 5: Metricool introduced for scheduling. Proposal slide deck reviewed with AI. Business card strategy and Instagram professional account setup completed.
Session 6: Advanced Perplexity focus modes explored. Networking strategy refined further. Additional AI research tools introduced. Six-session Beyond Touch engagement concluded.

Outcomes
Commercial Results
Within eight weeks of the first session, the founder had incorporated a limited company, launched a professional website, and acquired four paying clients. Two were self-funded individuals and two were employer-funded coaching engagements. She also submitted an £18,000 team coaching proposal to an NHS trust and secured acceptance onto the NHS Dynamic Purchasing System, opening access to future opportunities.
AI Capability
The shift in AI use was substantial. What started as basic queries became a structured workflow using Perplexity Pro for blog writing, SEO support, proposal review, academic research, and multi-platform content creation. The founder described Perplexity as doing virtually all of her non-coaching work, which reflects how deeply it became embedded in the business model.
Digital Presence
LinkedIn impressions grew from roughly 30 to consistently above 230 within three months. The Google Business Profile was created and integrated into the wider visibility strategy. Instagram was converted into a professional channel. Blog articles were turned into LinkedIn Articles, helping drive traffic back to the website and building a more coherent digital footprint.
Confidence and Independence
Perhaps the clearest result was independence. The founder moved from needing step-by-step guidance to independently building proposals, completing procurement applications, creating pricing tiers, and using AI to test and strengthen her own commercial decisions. That is where the real value of the coaching showed itself.
Client Reflections
| Context | Quote |
| Reflecting on the overall Beyond Touch coaching engagement | “I've enjoyed it. It's been good. I was looking back through my notes at things I just didn't have a clue about at the beginning and now it's changed my universe. Obviously Perplexity being the biggest one because it just does 99.9% of my non-coaching work for me.” |
| On adopting Perplexity AI after Beyond Touch demonstrations | “You've converted me. I got the free one and then after about two days I was like, no, I need the real one. So I'm on the paid one now. But it's amazing. I got about five blog posts done with four social media posts for each blog on both LinkedIn and Instagram in about an hour.” |
| On the practical impact of the coaching programme | “There's loads there that just calmed me down because at the beginning I was like, I want to do it but I've never had to. It's been really good.” |
| Describing the role of AI tools introduced during the sessions | “It's like having a really, really good business support manager.” |
| Closing reflection from the final session | “Thank you for helping me create what's going to be a successful business in 2025.” |
Frequently Asked Questions
Q: How quickly can Beyond Touch’s business coaching help someone launch a new venture?
A: This case shows that strong progress can happen quickly. In this example, the founder moved from no business entity to a registered company, live website, and four paying clients within eight weeks of the first session.
Q: Do I need technical knowledge to use the AI tools introduced by Beyond Touch?
A: No. The coaching is practical and live. In this case, the founder started with very basic AI use and progressed to structured Perplexity workflows, SEO content support, and proposal benchmarking without needing a technical background.
Q: How does Beyond Touch’s approach work for someone leaving the public sector to start a business?
A: The coaching helps translate existing professional strengths into commercial ones. In this case, sales and marketing were reframed as stakeholder mapping, value proposition work, and structured relationship-building, which felt more natural to the founder’s background.
Q: What AI tools does Beyond Touch recommend for coaching and consultancy businesses?
A: In this case, the key tools included Perplexity AI Pro, Fathom AI, Metricool, Canva, and Ideogram. Each had a specific role, from content and research to scheduling and meeting capture.
Q: Can Beyond Touch help with NHS procurement and framework applications?
A: Yes. This engagement included support around procurement-related thinking, pricing structure, social value positioning, and the process of preparing for NHS-related commercial opportunities.
Q: How does Beyond Touch business coaching compare with traditional consultancy?
A: The main difference is capability transfer. Rather than producing a report and stepping away, the coaching helps the founder do the work, build the systems, and develop the confidence to keep moving independently.
Q: Is Beyond Touch’s coaching suitable for solo founders as well as larger businesses?
A: Yes. This case study features a solo founder building a coaching practice from zero, and the approach was adapted to her stage, time, and budget constraints.
Q: What results can AI-assisted stakeholder mapping produce in a coaching business?
A: In this case, it helped turn a manually built stakeholder map into tailored value propositions for multiple buyer groups, creating material that could be used directly in proposals and positioning documents.
Ready to Launch Your Own Venture?
If you are moving from employment into self-employment and need structured support to turn expertise into a real business, a Beyond Touch coaching programme can help shorten that journey dramatically. The focus is on practical systems, stronger commercial confidence, and skills that keep compounding long after the sessions end.
Products & Services Reference
Products Used in This Case Study:
- Power Hour - Structured, action-oriented mentoring through a funded local authority programme
Services Demonstrated:
- AI & Digital Transformation - Practical AI tool adoption that saves hours weekly and builds genuine digital capability from scratch.
- Business Coaching — Structured, action-oriented sessions that turn business ambition into measurable commercial progress.
- Business Start Up — From company incorporation through to first clients, covering every practical step a new founder needs.
- Strategic Business Planning — Stakeholder mapping, value proposition development, and proposal strategy tailored to your target market.













