A Live 5-Module Course for Soulpreneurs
The Case Study Collaborative
Create authentic client case studies — and discover a way of marketing that feels like simply telling the truth of the transformation you create.
🌎 Held on Zoom — join from anywhere in the world, live or by recording.
Sound Familiar?
The marketing piece still feels off
If you’ve been doing soulful work for a while and marketing still feels misaligned, you’re not alone. The standard playbook — funnels, agitate-the-pain copy, urgency — doesn’t fit how you actually work. So you reach for one of three loops, hoping this round will finally make you feel ready:
The Credibility Loop
One more certification, one more course — chasing a ‘credible enough’ feeling that never quite arrives.
The Refinement Loop
Rewording your website and offer for the fifth time, polishing language that never feels right.
The Marketing Loop
Paralyzed by the sheer number of channels and tactics, unsure which are even worth your energy.
These loops don’t close. What closes them is real evidence — actual client transformations, observed and told as stories.
The Key
Authentic case studies change everything
A case study isn’t a testimonial. It’s the fuller, true story of one client’s journey — a Before, a During, and an After.
Where your client started — the challenge, the ache, the goal they arrived with.
The work you did together — the steps and turning points, told in their own words.
The transformation — and the real results that followed for them.
Almost nobody teaches it this way: a case study isn’t something you produce at the end. It’s a way of working with clients from the very first session — one that produces the story as a natural byproduct, and makes the work itself better.
Marketing doesn’t have to be hype, or a means to an end. When you share a real, documented transformation, all you’re doing is telling the truth.Marketing as a noble activity — the heart of this course
In Their Words
From people who attended the free intro session
Reflections on the free Module 1 webinar — not the full course — from soulpreneurs who were there live.
This webinar on the case study mindset provided such a healthy shift in how to approach marketing — something I grapple with and angst over too often. I loved his orientation toward observing the actual work being done and telling that story in a compelling way. It’s useful for me as a practitioner, useful for others reading about it, and useful for the act of marketing. What a great tool!
One of the most valuable parts of this webinar for me was the distinction between a testimonial and a case study. It brought a level of clarity that I hadn’t fully considered before, and helped me see how powerful real evidence can be when communicating transformation.
As I am conducting several case studies as part of a certification process, I found the framework immediately practical and applicable. George combines clarity, authenticity, and participant interaction in a way that makes learning both useful and enjoyable.
The Path
Your 5-module journey
Five live sessions — 90 minutes to open, then about an hour each — walking the whole arc, from the mindset through capturing and observing, to drafting and publishing a case study you’re proud of. Every session is recorded, with the recording available within 24 hours, so you can walk the whole path even if you can’t attend live.
The Case Study Mindset
We name what’s really kept you stuck — then install the shift at the heart of the course: a case study isn’t something you produce at the end, it’s a way of working with clients that makes the work itself better. We’ll walk through a real example together. (This opening session has already aired — enroll any time for instant access to the replay.)
Setting Up to Capture
Design your work so case studies emerge naturally — from setting gentle expectations upfront, to capturing a client’s starting point with care. Including the warm way to re-approach past clients, and how to begin even before you have clients.
Observing & Documenting
The mindset in action, mid-engagement: light, sustainable notes, and the questions that surface gold in your client’s own words. This way of paying attention naturally makes you a better practitioner — not more work bolted on. It includes privacy-conscious ways to document sensitive work, so a client’s confidentiality stays protected.
Drafting Your Case Study
The most hands-on week. Choose your client and your form, draft the story with your client rather than about them, and cross the threshold of publishing your first case study — the part that dissolves ‘it feels like bragging.’
Publishing & Integrating
Where case studies live and how they reshape your marketing — and what they reveal, over time, about your ideal clients, your signature work, and your own energy signature.
The part people loved most in the opening session was watching a real client case study built step by step. So every module includes at least one more — real case studies in a range of styles, so you see exactly how it’s done before you create your own. Not just theory, and not just one.
You’re Not Alone in This
A co-learning community of kindred spirits
Every one of my courses is facilitated as a warm, collaborative community — never a one-way lecture. You’ll learn alongside fellow soulpreneurs, find kindred spirits who truly understand the path, and often leave with supportive friendships that outlast the course itself.
A small, supportive group
You learn among a handful of fellow soulpreneurs, never a faceless crowd.
A case-study buddy
Pair up with a fellow member inside the committed group — a supported partnership, never a cold match with a stranger.
We co-learn together
Encouragement, shared insight, and gentle accountability the whole way through — on the live calls and in the course comments.
When We Meet
Live session schedule
- Tue, June 23Replay available — signup below
- Tue, July 1410am Mexico City · 60 min
- Tue, July 2110am Mexico City · 60 min
- Tue, Aug 1110am Mexico City · 60 min
- Tue, Aug 1810am Mexico City · 60 min
Held live on Zoom — join from anywhere in the world.
Every live session is at 10am Mexico City time. For example: 9am Los Angeles · 12pm New York · 5pm London.
Find your exact time zone →
Every session’s recording is available within 24 hours. Like all of my courses, this one is designed to work beautifully even if you can’t attend live — students from Australia, Asia, and beyond take the whole course by recording, joining the conversation through the course comments.
By The End
What you’ll walk away with
- ✓At least one polished, client-approved case study you’re proud of.
- ✓Grounded confidence, rooted in real evidence — in place of imposter syndrome.
- ✓Clarity about your ideal clients and your signature work.
- ✓The case study mindset, installed in how you run your practice.
- ✓Marketing that feels like sharing the truth, not pitching.
Is This For You?
Made for soulful practitioners
This is for coaches, healers, consultants, mentors, therapists, and guides who value authentic, grounded marketing, are ready to document the real results of their work, and appreciate learning within a small, supportive group.
The people who’d benefit most often assume it’s not for them. If part of you is already thinking “but not me,” here’s where I’d gently disagree. This is for you, especially, if:
- ✓You’re just starting out, without clients yet. We’ll begin building case studies from your very first one — or even before.
- ✓Your clients are all in the past. Past work is rich material — we’ll build real case studies from what you’ve already done.
- ✓Your results are felt, not measured — clarity, confidence, relief. The change that resists numbers is exactly what a good case study can hold.
- ✓Your clients need confidentiality and can’t be named publicly. There are caring ways to tell a true story while protecting privacy.
- ✓You work with groups, workshops, or teams — not only one-to-one. Those stories belong here too.
- ✓Your own work is mid-transition or still evolving. The case study process helps you find the words for where it’s heading.
- ✓You think ‘case study’ sounds academic. Here it’s a warm story — not a SWOT analysis or a dry write-up.
- ✓You feel overwhelmed by all the marketing you’re ‘supposed’ to do. This is the one grounded practice that can replace much of it.
- ✓The live session times don’t work in your part of the world. Many students — including from Australia and Asia — take the whole course by recording (available within 24 hours of each session) and participate fully through the course comments.
- ✓Conventional marketing has always felt misaligned with how you want to serve. Same here — so we don’t do conventional marketing.
On confidentiality: many of the people I work with are therapists and practitioners whose clients can’t be named. We cover how to create case studies ethically — anonymizing, gentle naming conventions, and honoring sensitive work — so you can tell a true story without compromising anyone’s privacy.
What we’re not doing: no funnels, sales-page copywriting, pricing strategy, or manufactured social proof. This is transformation-first, always.
Your Guide
George Kao
For over a decade I’ve helped soulpreneurs market their work with authenticity and care, as a gentle alternative to hype. The case study mindset is one of the most freeing shifts I know, and I’d be honored to walk it with you, together with a small group of fellow practitioners.
Ready to Begin?
Let’s create your case studies together
Join a small group of soulpreneurs documenting the real transformation they create — and build a foundation for marketing that finally feels like you.
Live Tuesdays, June 23 – Aug 18 · 10am Mexico City · recordings within 24 hours.
Module 1 is available — enroll for instant access to the replay.
Questions? Chat with my AI or ask at a free Q&A call.