AlterCall / Business overview

2021–2022Recorded work

Sales and client operations
for a #1 NYT
bestselling author.

Sales and client operations for AlterCall, the coaching business founded by Ryan Blair, a #1 New York Times bestselling author. Noah’s work connected course engagement, sales conversations, purchases, onboarding and subscription reporting.

Explore the six systems

01 / Business context

An enquiry.
A payment.
A continuing relationship.

AlterCall is the coaching business founded by Ryan Blair. His publisher, Penguin Random House, identifies Nothing to Lose, Everything to Gain as a number-one New York Times bestseller.

Ryan Blair on founding AlterCall ↗ · Publisher’s author biography ↗

A free course could begin a longer sales journey: someone registered, started the material and might book discovery and closing calls. A purchased program then needed an accurate customer record, course access and a customer-success handoff.

The work spanned connected sales and client operations rather than a single isolated automation: payment onboarding, subscription visibility, course follow-up, funnel reporting, end-of-day feedback and meeting registration.

02 / Inside the systems

Explore the systems.
Follow the handoffs.

Choose a system to see what starts the work, how the next action is chosen and where the team takes over.

Select a system, then select any step for the detail.

Subscription event
A Stripe subscription-related event starts the event-driven reporting path.
Daily billing-period check
Find Monday records whose reporting period ended yesterday, then refresh their Stripe data.
Retrieve the related Stripe records
Subscription, customer, invoice and plan data each supply part of the report.
Map separate status columns
Explicit indexes map subscription status, payment status and plan independently.
Does the Monday item exist?
The event route searches before writing; the daily route already starts from an item.
Create a reporting item
Add the missing subscription record with its mapped context and billing period.
Update an existing item
Refresh the period dates and current states on the matching reporting record.
Monday subscription report
Shared records retain billing periods, plan, subscription state and payment state.
Unpaid or past due?
Inspect updated payment state to decide whether customer-success follow-up is needed.
Notify customer success
Existing-record updates can lead to unpaid or past-due follow-up. The daily path has a configured 9 AM schedule; this does not set the timing of every subscription-event alert.

These systems were developed at different times. Each study identifies the version and implementation stage it describes.

03 / System directory

Explore the six
system studies.

Explore the business problem, the process and Noah’s contribution to each system.

Client lifecycle

System 01Client lifecycle

Payment-to-program onboarding

Give a new customer the right welcome, course access and onboarding handoff, including customers who paid through another route.

Configured historical workflow with documented revisionsExplore the system System 02Client lifecycle

Subscription reporting and payment follow-up

Keep subscription and payment information current, and show customer success which accounts need a payment follow-up.

Configured integration and tests, with successive review versionsExplore the system

Sales engagement

System 03Sales engagement

Course engagement and sales follow-up

Follow up according to whether someone has registered, started the course or booked a conversation.

Documented historical course-funnel configuration and retrospective implementation accountsExplore the system System 06Sales engagement

Tag-based meeting registration

Historical configuration and maintenance walkthroughExplore the system

Sales visibility

System 04Sales visibility

Sales funnel and daily KPI visibility

Give the sales team a daily view of registrations, course engagement, appointments, sales and collected cash, with a clear source for each measure.

Historical collaborative dashboard and configured course-KPI walkthroughExplore the system System 05Sales visibility

Setter end-of-day reporting

Collect each appointment setter’s daily activity, appointment details and ratings, then file and share their report.

Configured workflow, form examples and narrated maintenance changesExplore the system

04 / Contribution & scope

The role behind
the system work.

Noah developed and optimized connected workflows, configured follow-up and reporting logic, investigated integration problems and documented the operating process.

The work was collaborative. The historical dashboard was built with another contributor, and an upstream course-intake and assignment scenario is explicitly credited to a teammate.

Configured onboarding paths connected purchase context to CRM records, program access and customer-success handoffs.

Subscription reporting combined events and daily checks, with separate payment and subscription states and defined alert paths.

Linked course and sales measures made registrations, engagement, bookings, qualification and cash visible as distinct stages.

These studies describe historical implementations, tests and handovers. Current operation and quantified commercial improvement have not been independently verified.