Jamie Berman’s Stress-Free, High-Impact Launch
Prepared by: Aveline Elfar & Co.
May 2025
The Client
Jamie Berman is a Money Manifestation Coach with a strong digital presence, including 6,300+ email subscribers and 6,000 Instagram followers. At the beginning of 2025, she launched her 12-month group coaching program, Money Manifestation Movement, focused on helping entrepreneurs shift their money mindset and grow their businesses without burnout.

The Challenge
Launch Goals
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Enroll 20 new students
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Generate ~$100K in sales
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Achieve at least a 2.75% conversion rate
Jamie’s previous launches were stressful and inefficient. Without a clear system, her team had to recreate every launch process each time (often from memory). Emails were scattered across documents, tasks weren’t clearly assigned, and launch metrics weren’t consistently tracked—leaving little insight into what worked, and what didn’t.
Why She Hired AE&Co
Jamie partnered with AE&Co to bring strategy, structure, and clarity to her launch process. She wanted systems, streamlined planning, and a team that could help her stay organized and informed throughout the launch.
Our Launch Management Support
✅ Strategic Planning
We developed the launch strategy in collaboration with Jamie and her marketing team, then managed the timeline and task coordination across her team using ClickUp and Slack.
✅ Signature Tools & Templates
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Launch Plan Template: A plug-and-play roadmap that eliminated guesswork and clarified every task and milestone.

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Email Outline Template: Centralized email plan including segments, links, and approval status—streamlining copy review and sending.


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Custom Metrics Dashboard: Real-time tracking of opt-ins, page views, email engagement, and conversions for clear, daily performance insight.

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Forecasting Tool: Used past data to set achievable revenue goals and reverse-engineer the path to success.

Note: these numbers are not indicative of actual performance. They’ve been changed to be able to provide a visual example.
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Weekly Team Roundups: Clear updates on progress, upcoming tasks, and priorities—keeping everyone aligned without extra meetings.
Seamless Execution
Using ClickUp for planning, Google Docs for email coordination, and Slack for real-time collaboration, we kept Jamie’s team fully informed and on track—even when she faced an unexpected emergency. A local wildfire delayed the event by a week, but the team adjusted without skipping a beat.
The Outcome
While specific numbers are confidential, this was Jamie’s most successful and least stressful launch yet.
“Before the massive influx of new amazing clients start coming in, I just want to take a moment to express gratitude to the whole team for putting this incredible launch together. I have NEVER experienced a launch with this little stress or list of to-do's during. In the past, I would go into launches already exhausted, having worked through weekends and non-stop to get things done ahead of time. We would GRIND to get everything together. Support was my word of the year, and I feel that fully.....so thank you all. I am celebrating this huge milestone that l've honestly been manifesting for years! Even if no one else were to sign up, this is a huge success! #bestteamever 🙏”
- Jamie

Ready for a Smooth, Strategic Launch?
If you are ready to transform your launch strategy and achieve similar success, apply to work with AE&Co today to discover how we can help you implement a custom tailored launch planning process that drives growth, efficiency, and collaboration to help you meet your goals.
