Case Study

Decluttering the Digital Space for
The Executive Coach Who Leads Conversations That Count

Learn how Virtual360’s administrative support helped an award-winning author and coach regain clarity, so she could better guide senior leaders toward direction, connection, and action.

Client Overview

Client:  Carolyn B. Ellis
Business Name: Carolyn B Ellis Consulting Services
Website: https://carolynbellis.com
Location: Toronto, Canada
Industry: Business consulting and coaching

Carolyn is an adaptability coach and founder of Carolyn B Ellis Consulting Services, dedicated to helping purpose-driven professionals thrive through change. Based in Toronto, she empowers her clients with coaching and consulting services that spark clarity, build confidence, and turn vision into meaningful action.

“Now I know where everything is, and what to focus on. The @ACTION tag alone is a game-changer.”

Carolyn Ellis

Executive Coach, Strategic Thinking Partner & Facilitator

Client's Challenge

Carolyn came to V360 at a pivotal moment—balancing a full coaching practice, active client work, thought leadership, and the day-to-day demands of running her business. Along the way, unread emails, missed messages, spam, and scattered files began to quietly accumulate, clouding her digital space and dividing her attention.

In Carolyn’s field, especially in Canada, speakers and coaches generally use their names as their brands to stand out. This was also one of V360’s recommendations after the initial assessment, which
also coincided with the recommendations of her own network.
However, there was another prominent figure in the academic space who shared her name, highlighting the need to disambiguate Carolyn from this personality.

These goals became clear:

  • Regain control of her inbox by prioritising client emails and action items
  • Redirect traffic from Brilliance Mastery (www.brilliancemastery.com) to Carolyn’s new website, www.carolynbellis.com
  • Restore Carolyn’s peace of mind

Our Solution

To gain the awareness, consideration, and conversion that Carolyn needed, V360 made it a point to do more than just organise her inbox. We stepped in to help her reclaim control, visibility, and simplify her overall digital life so she could focus on her main line of work.

Here’s how we supported her: 

Inbox Audit & Discovery

We started by understanding the underlying source of confusion — A productivity app was auto-sorting emails into a hidden folder, causing important items to be missed. We removed her credit card on file, disabled the app, and began cleanup.

Custom Email Categorisation

We reviewed her inbox and created new email categories based on her work rhythm. We then sent her a document with a proposed structure and a checklist of email sources she might want to unsubscribe from.

Collaborative Refinement

To gain the awareness, consideration, and conversion that Carolyn needed, V360 made it a point to do more than just organise her inbox. We stepped in to help her reclaim control, visibility, and simplify her overall digital life so she could focus on her main line of work.

Here’s how we supported her: 

Inbox Audit & Discovery

We started by understanding the underlying source of confusion — A productivity app was auto-sorting emails into a hidden folder, causing important items to be missed. We removed her credit card on file, disabled the app, and began cleanup.

Custom Email Categorisation

We reviewed her inbox and created new email categories based on her work rhythm. We then sent her a document with a proposed structure and a checklist of email sources she might want to unsubscribe from.

Collaborative Refinement

Carolyn renamed and reorganised the categories to suit her preferences. Once aligned, we set up filters so most emails would skip the inbox and land directly in their proper folders.

Manual Sorting & Archiving

Her archive folder had over 40,000 emails. Carolyn permitted us to delete older content. An in-depth review was conducted beforehand to ensure no client emails were lost. The final archive was reduced to just 5,585 critical messages.

Website Development 

After deciding to standardise the Carolyn B Ellis name across all platforms, Virtual360 launched a new website project in May 2022, garnering an average of 4.1k regular users by December 2025 with the application of basic SEO services.

Search Result Appearances

To further disambiguate Carolyn from another personality who shared her name, we also used the Adaptability Quotient & Executive Quotient keyphrase on Carolyn’s website; she now appears among the top #1 on Google and Yahoo search results in her respective field.

Daily Support & Triage

Each day, we monitor her inbox, including filtered folders, tagging anything that needs her attention with a clear “@ACTION” label.

Results & Impact

Archive Folder Dropped

from 40,000+ to 5,585 emails

4.1k Regular Website Users

as of December 2025

Important Messages Now Land Right

in their designated folders.

First in Her Field

on Google and Yahoo search results

Carolyn renamed and reorganised the categories to suit her preferences. Once aligned, we set up filters so most emails would skip the inbox and land directly in their proper folders.

Manual Sorting & Archiving

Her archive folder had over 40,000 emails. Carolyn permitted us to delete older content. An in-depth review was conducted beforehand to ensure no client emails were lost. The final archive was reduced to just 5,585 critical messages.

Website Development 

After deciding to standardise the Carolyn B Ellis name across all platforms, Virtual360 launched a new website project in May 2022, garnering an average of 4.1k regular users by December 2025 with the application of basic SEO services.

Search Result Appearances

To further disambiguate Carolyn from another personality who shared her name, we also used the Adaptability Quotient & Executive Quotient keyphrase on Carolyn’s website; she now appears among the top #1 on Google and Yahoo search results in her respective field.

Daily Support & Triage

Each day, we monitor her inbox, including filtered folders, tagging anything that needs her attention with a clear “@ACTION” label.

Ongoing Partnership

Since 2021, V360 has continued to support Carolyn with administrative assistance, email management, and website and digital process improvements. Through our experience and data, we were able to have the foresight to project outcomes for her initial challenges, providing an all-rounder service within minimal hours. Trust remains, and communication is always open, where she is able to relay her questions and concerns, leaving the heavy work to V360, and Carolyn remains brilliant in her mastery.

Customer Journey Touchpoints

Recognising Carolyn’s challenges, the following touchpoints were identified and used as the baseline in the development of solutions and strategies: 

Awareness

Website development and light search engine optimisation support to maintain presence

Consideration

Organisation of newsletters and resources for potential clients

Conversion

Prioritisation of client communication to improve response time and experience

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