Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Mari Castillo

Houston

Summary

Business Development and Client Strategy Specialist with over 6 years of experience in driving growth for service-based businesses. Expertise in lead generation through cold outreach, competitive market analysis, and managing client projects effectively. Proven track record in team coaching, enhancing client retention, and boosting conversion rates. Skilled in utilizing CRM tools such as HubSpot and Salesforce to surpass performance goals and build lasting client relationships.

Overview

7
7
years of professional experience

Work History

Client Success & Sales Program Coordinator

Well Planted Lifestyle
Houston
03.2022 - Current
  • Managed customer onboarding process for high-ticket wellness programs, ensuring alignment with customer goals and experience expectations.
  • Developed customer service systems that decreased churn and increased rebooking and upselling opportunities.
  • Supported the creation and rollout of educational workshops and group sessions, including registration, promotion, and post-event follow-up.
  • Collaborated with internal and external vendors to optimize service delivery and support program expansion.
  • Collected and tracked engagement and satisfaction data, providing insights that influenced messaging, pricing, and delivery strategies.
  • Acted as liaison between coaches, speakers, and attendees to maintain seamless program delivery and ensure an exceptional client experience.

Business Coach

Elevate Business Coaching
Houston
01.2018 - Current
  • Executed over 250+ personalized business strategy sessions resulting in a 40–70% increase in client revenue across industries.
  • Designed and launched scalable coaching programs and sales funnels, improving client conversion and onboarding workflows by over 50%.
  • Created and implemented CRM-based pipelines (HubSpot/Salesforce) to streamline lead qualification, follow-up sequencing, and nurture paths — improving close rates by 35%.
  • Provided 1:1 and group coaching to help clients improve sales execution, customer retention, operational efficiency, and team performance.
  • Conducted comprehensive market and competitor analysis to position client offers competitively and increase lead quality.
  • Led onboarding for new clients, ensuring a high-touch, service-driven experience that achieved 90%+ retention over 12 months.
  • Regularly coached clients on sales psychology, objection handling, pricing strategy, and strategic partnerships to increase deal size and long-term value.
  • Facilitated monthly business development workshops and quarterly accountability sessions with measurable performance benchmarks.
  • Identified innovative solutions to improve efficiency and reduce costs within the organization.

Education

Bachelor of Science -

Sam Houston State University
Huntsville, TX
06-2020

Paralegal Degree -

Center For Advanced Legal Studies
Houston, TX
03-2018

Skills

  • Customer onboarding
  • Program management
  • Data analysis
  • CRM management
  • Sales strategy
  • Client engagement
  • B2B & B2C Sales Development
  • Cold Outreach & Prospecting Strategies
  • CRM Optimization (HubSpot, Salesforce)
  • Lead Qualification & Conversion Funnels
  • Strategic Planning & KPI Management
  • Client Relationship Management (Customer Success)
  • Project Management & Cross-Functional Execution
  • Contract Negotiation & Account Retention
  • Market Research & Competitive Analysis
  • Workshop Facilitation & Coaching
  • Performance-Based Sales Coaching
  • Pipeline Reporting & Forecasting

Accomplishments

  • HubSpot, Salesforce
  • Google Workspace, Trello, Asana
  • Canva, Zoom, Notion

Timeline

Client Success & Sales Program Coordinator

Well Planted Lifestyle
03.2022 - Current

Business Coach

Elevate Business Coaching
01.2018 - Current

Bachelor of Science -

Sam Houston State University

Paralegal Degree -

Center For Advanced Legal Studies

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