Tipsy Business podcast

Case Study: When Your Biggest Lead Source Is Your Biggest Problem

24/03/2026
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What do you do when your biggest lead source is also your biggest headache? In this episode, I'm pulling back the curtain on a real client story — a stationer dealing with a toxic planner who was overstepping, micromanaging, and making her life miserable.

We looked at the facts (spoiler: the feelings weren't the facts), set some firm boundaries, and completely changed how she ran her business — all in the first week.

What we covered:

  • Why feelings aren't facts — especially when it comes to where your leads come from
  • How she stood up for herself mid-project, in front of a shared client
  • Creating a separate lead gen form for planners vs. couples
  • Only offering options you actually like (you're still the boss!)
  • Using a difficult situation as a catalyst, not an excuse

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