Monica Koles
Working with her was a 10 out of 10, honestly a 20 out of 10. She took everything I described and made it feel exactly the way I envisioned. I've already told my bookkeeping friends about her, and when they're ready for their websites, they want to work with her too.
Monica Koles
Founder, ICIW Consulting
From a Website She Hid to a Client Journey That Runs Without Her
Monica Koles runs ICIW Consulting, a bookkeeping firm named for her grandfather’s saying: “I can, I will, I shall.” She describes what she sells as bookkeeping with a COO brain behind it, for service-based owners whose businesses are growing faster than their systems. Her clients get clarity and confidence, not just data entry.
She had been on FG Funnels for six or seven years and had never really used it. Her site had been updated so many times that nothing flowed. “I don’t feel confident even sending people to my website,” she told us on our first call. “I don’t have any leads that come through it. Nothing is working.” Referrals were arriving by word of mouth, and she was spending hours on free calls that never turned into engagements.
The tipping point came when a checkout she built for a new client routed to the wrong page. Monica realized waiting was costing her more than hiring someone. She needed a site she was proud to send referrals to, and a backend that made ICIW feel professional and automatic even though she was running it on the side of a COO role.
Challenge & Solution
Monica’s business is custom by design. Every engagement is scoped individually, pricing lives in an engagement letter, and she wants no more than about ten clients. The challenge was building structure around that without flattening it into a template.
The website refresh. We started with a brand board, then rebuilt her Home, About, Services, Contact, and Calendar pages on FG Funnels, restyled the store and checkout pages, and wrote the page copy around her positioning. A Monthly CEO Bookkeeping Checklist became her lead magnet with a five-email nurture behind it, and a dedicated page for her $69 QuickBooks File Health Check replaced a process she called clunky, where prospects used the call to ask free bookkeeping questions and never booked anything else.
One pipeline, two routes. We replaced a four-pipeline plan generated by the platform’s AI, which an audit showed would misfire, with a single nine-stage Client Journey pipeline. Engagement letters are templated with editable scope and fee zones, signing fires the invoice automatically, unpaid invoices chase themselves with reminders and a late fee, and payment splits clients to a kickoff booking or straight to active status.
Safety nets. A Founder Advisory pipeline tracks session packs with a counter. A recurring-payment guard stops the welcome sequence from re-firing every month. And if Monica marks a review complete without pasting her Loom link, the client never receives a broken email; she gets an internal alert instead. Everything was handed over with a plain-language journey guide, a test checklist, and a screen-recorded walkthrough.
Final Result
Monica now has a website she sends referrals to without hesitation and a client journey she can see on one screen. Health Checks are purchased and delivered without a free call. Contracts, invoices, welcome emails, and kickoff scheduling move on their own, and her pipeline tells her who is where and who has stalled. She called the experience “a 10 out of 10, or a 20 out of 10,” and what she praised most was the organization from the proposal video through to the handoff.
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Monica Koles
In Her Words
Before working with Felicia, my website was all over the place. I was constantly updating it, but nothing flowed professionally and it was costing me clients. I was nervous to hand over something that felt like my baby, but Felicia’s proposal process, her organization, and the video she sent made the decision easy.
Working with her was a 10 out of 10, honestly a 20 out of 10. She took everything I described and made it feel exactly the way I envisioned. I loved the organization from start to finish. No other decision was the right decision. Working with Felicia was the best decision.
I’ve already told my bookkeeping friends about her, and when they’re ready for their websites, they want to work with her too.
Monica Koles
Founder, ICIW Consulting
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